Re: Missed SOC due to CG Availability

From
Steve Sudberry <ssudberry@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 12 Sep 2024 17:25:09 -0400
Folder
INBOX
--000000000000e512870621f2bf50 Content-Type: multipart/alternative; boundary="000000000000e512850621f2bf4f" --000000000000e512850621f2bf4f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes. Unfortunately, we are paying Tim until 9/20, but allowed him to leave the company without an account transition meeting. Julie and I will decide which clients make sense to engage. Steve Sudberry General Manager ssudberry@thekey.com (513) 227-8521 TheKey.com [image: TheKey] On Thu, Sep 12, 2024 at 4:41=E2=80=AFPM Timothy Thomas wrot= e: > Does it make sense to re engage these leads if they were mis coded? > > On Thu, Sep 12, 2024 at 1:22=E2=80=AFPM Steve Sudberry > wrote: > >> Chad, >> >> I reviewed the majority and it looks like Tim coded incorrectly when he >> closed the leads. Most of the reviewed didn't have a service address so >> I'm not sure why he would have selected this option. >> >> Steve Sudberry >> General Manager >> >> ssudberry@thekey.com >> (513) 227-8521 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Sep 12, 2024 at 12:59=E2=80=AFPM Chad Everitt >> wrote: >> >>> Steve and Will- >>> >>> Cleveland is shown to have had 12 lost SOCs due to CG availability in >>> the last 90-days. >>> >>> [image: image.png] >>> >>> Can you validate this data? If it's due to outside the service >>> territory, as previously discussed we need for those leads to be coded = as >>> "Not is our service area." If this was the case, please identify which >>> leads were outside the service territory so we can recode accordingly. >>> >>> Thanks >>> >>> >>> >>> *Chad Everitt* >>> President- East Division & Canada >>> Mobile: 202.262.8318 >>> [image: TheKey] >>> >> --000000000000e512850621f2bf4f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes.=C2=A0 Unfortunately, we are paying Tim until 9/20, but all= owed him to leave the company without an account transition meeting.=C2=A0 = Julie and I will decide which clients make sense to engage.=C2=A0 =C2=A0=C2= =A0 Steve Sudberry General Manager ssudberry@thekey.com (513) 227-8521 TheKey.com <img alt=3D"TheKey" src=3D"https://signature.thekey.com