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Tersa Oral and Facial Surgery - www.tersaoralandfacial.com - Katharine

Prepaid CYNOSure Client -
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Front Desk Support

✔ Secret Shop

Katharine A. added this on
Completed by Elizabeth R.
Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Hey Elizabeth Ruffa Elizabeth  
Can we do a secret shop for this client on this: https://adoreyourface.com/picosurepro/
We are looking to see if they are following lead protocol and how many times they are calling! 
They have been live for 3 weeks! 

Comments & Events

Elizabeth Ruffa Elizabeth Ruffa
Meredith Lee
kwr032916@gmail.com
2095608802
Notified 1 person
Elizabeth Ruffa Elizabeth Ruffa
placing recorded call 11/21
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Elizabeth Ruffa Elizabeth Ruffa
left voicemail, call back 12/4
Katharine A., CSM at Medstar Katharine  2 calls 5 texts after I input the. I've been playing phone tag with them.. Will get recorded call done Monday.
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Elizabeth Ruffa Elizabeth Ruffa
Katharine A., CSM at Medstar Katharine  

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!
  • We received 5 texts from you, 3 phone calls, and you responded to our questions during text engagement.
  • The salesperson who answered our call was friendly, professional, and knowledgeable. 
  • Your staff 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.

Things To Work On
  • We recommend mentioning any special pricing and financing available, or creating a sense of urgency by mentioning a current sale. 

We would love to further discuss your secret shop. We are here to help build your company's client acquisition strategy and review best practices to ensure your success. 


We look forward to speaking soon.
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Elizabeth Ruffa Elizabeth Ruffa
Katharine A., CSM at Medstar Katharine  - this was also posted in clickup so I am going to close the task out here. TY
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Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.