Embedded Files
MondayCRM:
Link: https://aestheticmatch-company.monday.com/auth/login_monday/email_password
Details:
Email: concierge@aestheticmatch.com
Password: ConciergeAM123!
Accessing Leads
Once logged in, go to Patient Leads under Patients Main Table
Use search box if necessary
Once lead is found, click their name to open the lead item card.
Navigating the Item Card
First section shows the lead details
Next section shows the Matching Stage and Calendar Links
The matching stage shows what stage the lead is currently at on our process
Use "PEG Link" calendar link to book calls
Last section shows the information the lead put on the initial quiz.
Update when necessary if qualification was done during the call.
Adding Notations
How to Book the Discovery Call
Schedule.mp4Click the calendly link under PEG Link.
View the available date and timeslots.
If the lead gave a time and date that is not available in the calendar, we must:
Inform them that it is not available and provide them the available time and date that we have.
If a customer is not able to match the availability of our concierge and insist for a time and date, take the information, inform that we'll set it up, and then put it in Slack.
If the date and time is available on the calendar link, continue the booking by selecting the time and date. Click Next.
Put the customer details, Name and Email ONLY.
On the "send text messages to" section, always put the concierge number - +1 213 214 1279
Lastly, click "Schedule Event"
Slack Navigation
There are 2 channels under the Aesthetic Match Slack.
#customer-support - This is a bot where it shows all incoming leads that goes through our website. Use this section to claim leads.
#peg-phil - This is the main communication channel with the client team and PEG team.
Claiming Leads - Go to Slack → #customer-support.
Click “Claim Deal” (so two people don’t call the same lead).
Click “View Lead in Monday” to open the lead.
Slack Nav.mp4Surgeon Onboarding - Transfer / Lead Information Notification - Go to Slack → #peg-phil
Go to "pinned messages" and then open the thread.
Compose your message
Tick the checkbox "Also send to peg-phil".
Do not skip this step. This is to notify both the thread and the main chat box.
Click Send
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