--000000000000c96ffe0626b9b045 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim ! On Tue, Nov 12, 2024 at 8:25=E2=80=AFAM Timothy Thomas wrot= e: > Hi Chris, > > Yes this is approved. > > On Tue, Nov 12, 2024 at 11:12=E2=80=AFAM Christopher Reese christopher.reese@thekey.com> wrote: > >> Good Morning, >> >> Just wanted to check to see if you approve this stages document and the >> Re-Engagement process that the RIMs will be utilizing. I'd like to roll >> this out this week, if possible. Thanks for your assistance. >> >> Chris >> >> PS: Beth Ann approved this morning in a conversation with Cristal >> >> ---------- Forwarded message --------- >> From: Christopher Reese (via Google Docs) > drive-shares-dm-noreply@google.com> >> Date: Thu, Nov 7, 2024 at 9:02=E2=80=AFAM >> Subject: Document shared with you: "Salesforce Stages" >> To: >> Cc: , , , > tt@thekey.com> >> >> >> Christopher Reese shared a document >> [image: Header profile photo] >> Christopher Reese (christopher.reese@thekey.com) has invited you to >> *edit* the following document: >> Good Morning, >> >> We have noticed there is quite a bit of confusion about how to utilize >> the stages while migrating a client through the funnel. We put together >> this document to clarify for anyone who touches a patient. >> >> In addition to clarifying the stages, we are also proposing a >> Re-Engagement Process where will will leave an opportunity open if we do= n't >> get a yes from the client. We will always place a follow up date in the >> future to continue to nurture and attempt the client, in case their >> situation changes or they need our care. >> >> We are working with SF to find an easy way to identify these clients to >> make it less messy in your pipelines. I truly believe by not being as qu= ick >> to close these opportunities, we will be able to generate more volume ov= er >> time. This is a similar process to what the Franchises use with great >> success. >> >> I have already received alignment from the west RDOs. >> Please let me know if you have any questions or concerns and if I have >> your alignment to move forward with roll out. >> >> Thanks for your assistance, I greatly appreciate it. >> >> Chris >> Salesforce Stages >> >> >> >> Open >> >> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA >> You have received this email because christopher.reese@thekey.com shared >> a document with you from Google Docs. [image: Google] >> >> > --000000000000c96ffe0626b9b045 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim ! On Tue, Nov 12, 2024 at 8:25=E2=80=AFAM Timot= hy Thomas < tt@thekey.com > wrote:= Hi Chris, Yes this is approved. On Tue, Nov 12, 2= 024 at 11:12=E2=80=AFAM Christopher Reese < christopher.reese@thekey.com > w= rote: Good Morning, Just wanted = to check to see if you approve this stages document and the Re-Engagement p= rocess that the RIMs will be uti