--000000000000506fc7062979a118 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got It! On Tue, Dec 17, 2024 at 11:07=E2=80=AFAM Timothy Thomas wro= te: > Good morning, > > Over the past month, our Client Success Managers (CSMs) have raised > concerns that they have been sent to assessments by our Intake team that > were not truly ready for a formal care plan assessment. In many cases, > these sessions have been more informational rather than an actual > assessment, which is impacting our conversion rates. > > Moving forward, if you notice any similar situations, please report them > to Cristal (cc=E2=80=99d) so she can review the case and determine if add= itional > feedback or training is needed. > > Thank you. > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000506fc7062979a118 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got It! On Tue, Dec 17, 2024 at 11:07= =E2=80=AFAM Timothy Thomas < tt@thekey.c= om > wrote: Good morning, Over the past month, our Clien= t Success Managers (CSMs) have raised concerns that they have been sent to = assessments by our Intake team that were not truly ready for a formal care = plan assessment. In many cases, these sessions have been more informational= rather than an actual assessment, which is impacting our conversion rates.= Moving forward, if you notice any similar situations, please report= them to Cristal (cc=E2=80=99d) so she can review the case and determine if= additional feedback or training is needed. Thank you. -- Tim Thomas Head of Midwest= & Canada Divisions |=C2=A0 TheKey Mobile: 514.591.9387 --000000000000506fc7062979a118--