--000000000000b900a205ead8f898 Content-Type: text/plain; charset="UTF-8" Hi all, Thank you for the direction from Ashley and Angie in today's call. Here are the salient points that I have captured from the meeting: - Currently Canada's conversion rate (leads to client) is below average (18% versus network average of 32%). The leads have grown since January 2022 and the opportunities have not grown at the same pace. - Opportunity is qualified lead (Lead must be in our service area, looking for our services, can afford our services by accepting quoted rates or budget based on service needs) https://docs.google.com/document/d/1IYM9flq5TKxBjsVTmFxg2EOHuBDP-feD1HnzxPrYwhg/edit#heading=h.h1ep7a1kxjw7 - Angie and Ashley are aligned in terms of actions taken towards streamlining the sales/operations collaboration with leads. - Higher referral leads should increase the conversion ratio. Actions: Tim & Matt to explore opportunities and create best practices (potential gold standard for the network); In Q4, start with working on an efficient system to maximize leads to clients conversion rates: 1. Develop a SOP for HCLs to manage in-take calls (leads after triage from operations) and facilitate Starts of Care (only on weekends). *Tim* 2. *Matt* to work on an incentive plan on SoC initiated by HCLs (only initiation bonus). 3. Roll out to the Canadian HCLs on Monday, the *17th of October (Sales Huddle) *and go live by 1st of November. *Matt & Tim* 4. Training program for Care Solutions. *Matt* to send Tim a training agenda for the upcoming next batch to schedule specific in-take training. Thank you, Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.com [image: TheKey] --000000000000b900a205ead8f898 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, Thank you for the direction fro= m Ashley and Angie in today's call. Here are the salient points that I = have captured from the meeting: Currently= =C2=A0Canada's conversion rate (leads to client) is below average (18% = versus network average of 32%). The leads have grown since January 2022 and= the opportunities have not grown at the same pace. Opportunity is = qualified lead (Lead must be in our service area, looking for our services,= can afford our services by accepting quoted rates or budget based on servi= ce needs)=C2=A0 https://docs.= google.com/document/d/1IYM9flq5TKxBjsVTmFxg2EOHuBDP-feD1HnzxPrYwhg/edit#hea= ding=3Dh.h1ep7a1kxjw7 Angie and Ashley are aligned in terms of = actions taken towards streamlining=C2=A0the sales/operations collaboration = with leads.=C2=A0 Higher referral leads should increase the convers= ion ratio. Actions: Tim & Matt to explore opportuni= ties and create best practices (potential gold standard for the network);= =C2=A0 In Q4, start with working on an efficient system to maximize leads t= o clients conversion rates: Develop a SOP for H