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upwork.com 🟡 2026-05-14
🔹 Gather competitive intelligence through secret shopper calls with US-based healthcare clinics.
👤 Client: 🇨🇦 Canada Member since 2020-09-23
💰 Price: ****
🚩 Problem: Collect detailed information on services, pricing, and offers from competing clinics without raising suspicion.
📦 Existing: Not specified
Specifications:
[Target] Conducting Zoom calls with US-based healthcare clinics as a prospective patient.
[Method] Following provided persona and script for natural, convincing conversations.
[UI/UX] Not applicable (calls via Zoom).
[Stack] Zoom video conferencing platform, standardized research template.
[Security] Maintain confidentiality of collected data; ensure secure handling of sensitive information.
[Format] Written notes and completed research templates.
Workflow:
Review provided persona and script for each clinic call.
Schedule and conduct Zoom calls with clinics during US business hours (EST).
Take detailed, accurate notes on services, pricing, and offers.
Complete standardized research template after each call.
Flag interesting sales tactics, objection handling approaches, or standout offers.