Number of calls made daily against the target.
Lead-to-appointment conversion ratio.
No-show reduction rate.
Average quality score per call
Upselling success rate.
CRM accuracy and timely reporting.
Login hours to be met as per the management criteria
Improvement trend over time
Follow call scripts and protocols as per clinic standards.
Review new leads from all sources (website, social media, WhatsApp, walk-ins, referrals)
Ensure call scripts are updated and reflect ongoing offers/promotions
Call all new leads within 2 hours of capture
Clearly explain services: Homeopathy, Cosmetology, Packages
Re-engage warm leads from past 7–10 days
Mark call status: Connected / Not Connected / Call Back / Not Interested / Converted
Send follow-up texts or WhatsApp with service info/booking links when needed
Offer guidance on appointment booking or consultation format (online/in-person)
Ask about their experience & note feedback
Upsell ongoing treatment packages if applicable
Update Lead Tracker & submit daily report to Marketing/Admin Manager
Monitor call recordings for quality assurance and share feedback