--00000000000027ec1f0629a3fdfe Content-Type: multipart/alternative; boundary="00000000000027ec1c0629a3fdfd" --00000000000027ec1c0629a3fdfd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, I just wanted to follow up on this. Is there any information I can provide to my team? Thank you Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Tue, Dec 17, 2024 at 10:16=E2=80=AFAM Danielle James wrote: > Hi, > I had my pipeline this morning and noticed long periods between follow-up= s > or no follow-up tasks entered for the RIM. How does the RIM know when the= y > should be following up? What is the expectation on this and who > is monitoring this when they are an open lead or under assessment pending= ? > Another question came up when a client called the intake manager to > cancel an assessment and said the family would be providing care. Does th= at > go back to the intake manager, does the CSM then follow up or does it get > closed out? > > Thank you > > Danielle James LPN > *Milwaukee General Manager * > *Please note my email has changed:* > danielle.james@thekey.com > (414) 309-4827 > (414) 219-0300 > TheKey.com > [image: TheKey] > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > > > On Tue, Dec 17, 2024 at 10:12=E2=80=AFAM Cristal Munoz wrote: > >> That would be great! Thanks so much, Tim. >> >> >> Sincerely, >> >> Cristal Munoz >> >> *Inside Sales Manager* >> >> Please note my email has changed: >> >> cmunoz@thekey.com >> >> TheKey.com >> [image: image.png] >> >> >> >> On Tue, Dec 17, 2024 at 11:07=E2=80=AFAM Timothy Thomas = wrote: >> >>> 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 tha= t >>> 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 the= m >>> to Cristal (cc=E2=80=99d) so she can review the case and determine if a= dditional >>> feedback or training is needed. >>> >>> Thank you. >>> >>> -- >>> >>> *Tim Thomas* >>> Head of Midwest & Canada Divisions | *TheKey* >>> Mobile: 514.591.9387 >>> [image: TheKey] >>> >> >> >> -- >> >> Sincerely, >> >> Cristal Munoz >> >> *Inside Sales Manager* >> >> Please note my email has changed: >> >> cmunoz@thekey.com >> >> TheKey.com >> >> >> --00000000000027ec1c0629a3fdfd Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable