2023-10-12_gwolfe_Level 3_ Intake - Support Profile Template.docx

Information required: | Please provide your answers in the empty cells below:

Primary Office Name

Any Other Names Your Office is Known By (e.g. prior brand names, or offices known by multiple names like Upstate, Greenville, Clemson, Columbia…which are all the same office.)

Prospect Owner (All leads for this office will load into SalesForce assigned to this person. Prospect owner must have an active account in SalesForce.)

Office Phone

Current Answering Service

Site State

Site City

Site Street Address

Site Zip Code

Office Leader

Office Leader Phone (Direct Line)

Regional Leader Name

Regional Leader Phone (Direct Line)

Division Head Name

Business hours

Live-In Care? (Does your office do Live in Care, this is different from 24 hour care)

Office Contact Information
We use this information to create email Distribution Lists for the support team to contact your office directly.  These should be names of people, not other Distribution Lists.  E.g. Mary Smith, not Houston@TheKey.com. | Office Contact Information
We use this information to create email Distribution Lists for the support team to contact your office directly.  These should be names of people, not other Distribution Lists.  E.g. Mary Smith, not Houston@TheKey.com.

Information Required | Please provide answers below

Intake Contacts: (Usually your SM/HCLs)

Employment / Hiring Contacts: (Who at your office handles CG employment enquiries)

Existing Client Contacts: (Usually your CCM/CSM group)

Scheduling Contacts: (Usually your SM group)

After Hours: (For any urgent after-hours communications)