Basecamp Export

From the list: Secret Shop

✔ 3 month shop

Elizabeth R. added this on Oct 05, 2023
Completed Nov 21, 2023 by Elizabeth R.

Assigned to: Elizabeth R.
Due on: Oct 17, 2023
Notes: 3 Month Secret Shop: 10/5/23
Last Shop Performed: 7/5/23
Landing Page to Shop: https://go.spenceraesthetics.com/semaglutide-weight-loss/
Service: Semaglutide

Comments & Events

Elizabeth Ruffa rescheduled this to-do

Was Oct 05, 2023

Now Oct 17, 2023

Oct 09, 2023 at 8:46 PM No one was notified

Elizabeth Ruffa

began 10/18 (Meredith Lee)

Oct 18, 2023 at 2:54 PM No one was notified

Elizabeth Ruffa

Nicol

EMAIL DRAFT:

Hi Team,

As part of our ongoing support to help you reach your marketing goals, we regularly "Secret Shop'' your practice. The information we gather helps us better train your staff, and provides you with the feedback you need to convert as many leads as possible. The process includes inputting a lead into a form on your landing page, communicating via text with your staff after replying to one of your text messages, and finally calling and speaking with the front desk to inquire about one of your services.

Here is your latest full report and your recorded call link for you to review.

Great Job, Keep it Up!

Your staff did wonderfully. They led the conversation with a personable approach to the treatment. This is extremely beneficial as it establishes a sense that the clinic is a warm and welcoming place and that the treatment will be a positive experience.
We received 3 texts from you and you responded to our texts.
The salesperson who answered our call was friendly, professional, and knowledgeable. She built excitement around the treatment and answered all of the callers questions.

Things To Work On

Contacting a lead with a direct phone call is the best way to ensure that a lead is converted into a potential patient. We recommend contacting leads 3x in the first week with direct calls. [Unfortunately we did not receive any phone calls from you]
When discussing pricing, we recommend mentioning any special pricing, promotions, or and financing options that are available. In mentioning a current sale, you create a sense of urgency. [The $50 OFF your first month promotion was not mentioned when the caller asked about pricing].

We would love to set-up a refresher training to expand your company's client acquisition strategy and review best practices to ensure your success.

You can schedule your refresher training here: https://calendly.com/emily-clientmtg/front-desk-training

We look forward to speaking soon.