--00000000000001f97605dbfbc777 Content-Type: multipart/alternative; boundary="00000000000001f97405dbfbc775" --00000000000001f97405dbfbc775 Content-Type: text/plain; charset="UTF-8" ---------- Forwarded message --------- From: Rebecca Howe Date: Wed, Apr 6, 2022 at 8:43 AM Subject: Report for recent assessments and "closed-won" client not yet started To: Executive Team Hi team, Please see attached for the updated report. Just a note on actions, the only lines that do not need any follow-up with teams are on the assessment tab that say, "Started service." Those that did not convert or who have been deactivated (assessment and post contract tabs, respectively) should get follow up around if it could have been avoided. You can think of these as learning opportunities. These are red in the report. The "Still active to convert" are the highest priority for follow-up because they may still result in new clients, but they are stalled for whatever reason (or may be scheduled for the future). By using the opportunity link, you can also go straight to the record to see if there is anything to be gleaned from their various notes and follow-ups. Finally, please note any confusion or friction points that arise, because as a beta report, we will want to work as many of those out before automation. BW, Rebecca -- Rebecca Howe Head of Analytics *Please note my email has changed:* rhowe@TheKey.com TheKey.com [image: TheKey] --00000000000001f97405dbfbc775 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ---------- Forwarded message --------- From: Rebecca Howe < rhowe@thekey.com > Date: Wed, Apr 6, 2022 at 8:43 AM Subject: Report for recent assessme= nts and "closed-won" client not yet started To: Executive Team= < exec@homecareassistance= .com > Hi team, = Please see attached for the updated report. Just a= note on actions, the only lines that do not need any follow-up with teams = are on the assessment tab that say, "Started service." Those that= did not convert or who have been deactivated (assessment and post contract= tabs, respectively) should get follow up around if it could have been avoi= ded. You can think of these as learning opportunities. These are red in the= report. The "Still active to convert" are the highest priority f= or follow-up because they may still result in new clients, but they are sta= lled for whatever reason (or may be scheduled for the future). By using the opportunity link, you can also go straight to the= record to see if there is anything to be gleaned from their various notes = and follow-ups. Finally, please note any confusion= or friction points that arise, because as a beta report, we will want to w= ork as many of those out before automation. BW, Re= becca -- Rebecca Howe Head of Analytics = Please note my email has changed: rhowe@TheKey.com = <font style=3D"= font-family:Arial,Helvetica,sans-