Good Morning,
Dennis will be on vacation this week. I will also be off from Wednesday to
Friday as well as won't be available for intakes today. We will need to be
a lot more diligent with leads/calls than the last time he went on vacation.*
NO calls are expected to go to voicemail*. After speaking with Tim, the
following people are the *only *ones included in the ring group and are
responsible for *all* inquiries to be done in the format below.
*Calgary: *
Primary: Chuck
Backup: Shawntel
*Winnipeg: *
Primary: Brian
Backup: Chuck
*Vancouver:*
Primary: Sharon
Backup: Cathy
Here is the format that all calls should be entered in:
*Caller Name:*
*Caller Phone Number:*
*Caller Email Address:*
*Client Name:*
*Client Age:*
*Client Address:*
*Condition (primary diagnosis):*
*Mobility Status (Wheelchair, Walker, etc) :*
*Cognitive (Signs of Dementia and Alzheimer's):*
*Potential Schedule:*
*Potential Start Of Care:*
*Quoted Price:*
*Hear about us*:
*Lead or Opportunity:*
Lead = Anyone looking for a homecare company
Opportunity =
1. Looking for homecare
2. Financially Qualified (Can afford us)
3. In our Geography (we service location)
Please *slack me privately* with this filled-out format after every call
you do and I will enter it at night into SalesForce and set an
appropriate follow-up date if it is an opportunity. This needs to be done
correctly for the marketing team.
If we have a client who wants to start care and you can do an in-person
assessment, please bring a hard copy of the consent and payment
authorization method. If you need to send the documents virtually, please
contact Taylor or Desiree as they have access to the Western Canadas
PandaDoc file.
Thank you,
Joey Taylor
*Regional Care Solutions Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]