Re: Review of Calgary Records 9_24 to 11_10

From
Alexa Graziani <agraziani@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Megan Heinen <mheinen@thekey.com>
Date
Wed, 15 Nov 2023 09:23:22 -0800
Folder
INBOX
--0000000000009bfacd060a342991 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That is an interesting callout. It looks like one came through with the keyword 'home care calgary' so nothing seems off about that search term. (Opp id 0067V00002Bs08TQAR) Can you confirm which the other one is? I only see one with the close reason of "needs higher level of care" in the spreadsheet. On Wed, Nov 15, 2023 at 9:01=E2=80=AFAM Timothy Thomas wrot= e: > one thing that stood out - we think 100% of opportunities should convert > with the CDHC option but in two of the cases the client needed more care > than the funding would provide and therefore selected an SLC instead. > Otherwise the usual reasons. > > On Wed, Nov 15, 2023 at 11:35=E2=80=AFAM Alexa Graziani > wrote: > >> Thanks, Tim! >> >> Any notes on the closed reasons? Do they seem like a usual mix or does >> anything stand out as different from the normal mix? >> >> On Wed, Nov 15, 2023 at 6:23=E2=80=AFAM Timothy Thomas w= rote: >> >>> Hi Megan, >>> >>> It looks like we have 2 SOCs in total from the list. Unfortunately a fe= w >>> duds that shouldn't have gone to the opportunity stage. >>> >>> Dicky Martin SOC date of Nov 20 >>> Maria Richard SOC date of Dec 1 >>> >>> Thanks >>> Tim >>> >>> On Mon, Nov 13, 2023 at 5:59=E2=80=AFPM Alexa Graziani >>> wrote: >>> >>>> Hi Tim, >>>> >>>> I completed the same review for Calgary that I did for Vancouver >>>> (attached). >>>> >>>> This time, there did not seem to be an obvious reason for the high >>>> proportion of closed records for Calgary from paid. >>>> >>>> There were only two leads that mentioned the location in a negative >>>> light. One was for caregiver government assistance, which is ok to cap= ture >>>> a wider financial net as discussed. The other did say it was "outside = of >>>> our service area" though. >>>> >>>> There are three open opportunities, so it would be a huge win for the >>>> market if those started care. One is already "closed won" so I asked D= ennis >>>> in chatter if they are still going to start with us. >>>> >>>> Can you review these records with the team to see if any others were i= n >>>> locations that are often financially unqualified, outside of the servi= ce >>>> area, or if any other reasons for close stand out? >>>> >>>> Thanks, >>>> >>>> -- >>>> Alexa Graziani >>>> Senior Marketing Manager - Consumer Growth >>>> * Please note my email has changed: * >>>> agraziani@thekey.com >>>> >>>> (650) 416-1538 Ext. 181538 >>>> TheKey.com >>>> [image: TheKey] >>>> >>> >>> >>> -- >>> Tim Thomas >>> Head of Canada Division >>> *Please note my email has changed:* >>> tt@TheKey.com >>> (514) 591-9387 >>> TheKey.ca >>> [image: TheKey] >>> >> >> >> -- >> Alexa Graziani >> Senior Marketing Manager - Consumer Growth >> * Please note my email has changed: * >> agraziani@thekey.com >> (650) 416-1538 Ext. 181538 >> TheKey.com >> [image: TheKey] >> > > > -- > Tim Thomas > Head of Canada Division > *Please n