--000000000000f376c00602e30599 Content-Type: text/plain; charset="UTF-8" Hi Joey-We will do our best but we are down two schedulers today and I am not available Wednesday afternoon . I did not know Dennis was away this week so could not make alternative plans , so we will call back any voicemails ,if indeed that happens. It will be fine but want you aware. Sharon On Mon, Aug 14, 2023 at 6:31 AM Joey Taylor wrote: > 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 > > [image: TheKey] > -- Sharon, Speirs Canadian Staffing Manager 778 279 3634 TheKey.ca [image: TheKey] --000000000000f376c00602e30599 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey-We will do our best but we are down two scheduler= s today and I am not available Wednesday afternoon . I did not know Dennis = was away this week so could not make alternative plans , so we will call ba= ck any voicemails ,if indeed that happens. It will b= e fine but want you aware.=C2=A0 Sharon On Mon, Aug 14, 2023 at 6:31 AM Joey Taylor < joey.taylor@thekey.com > wrote: Good Morning, Dennis will b= e on vacation this week. I will also be off from Wedn