--0000000000004549a105ec73afbf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Super - thanks all. On Tue, Nov 1, 2022 at 5:27 PM Matthew Neal wrote: > That=E2=80=99s great, thanks guys. > > On Tue, Nov 1, 2022 at 2:21 PM Timothy Thomas wrote: > >> Following up on this thread. >> >> Matt V and I connected today. We will be more flexible with in person >> assessments in Greater Toronto moving forward and utilizing the resource= s >> from Client Success and HCLs to ensure our prospective clients get their >> desired assessment experience. >> >> We=E2=80=99ll track the performance and hopefully see an increase in our= closing >> rates. >> >> Happy to connect for a meeting should you still wish. >> >> Thanks >> Tim >> >> On Sun, Oct 30, 2022 at 7:47 PM Timothy Thomas wrote: >> >>> Sounds good Angie. Let me know what time works for you. Thanks. >>> >>> On Fri, Oct 28, 2022 at 10:56 PM Angie Markwell >> angie.markwell@thekey.com> wrote: >>> >>>> Can we discuss this next week? I would really like to understand the >>>> volume issue here and if we truly feel we are losing clients at this p= oint. >>>> >>>> On Fri, Oct 28, 2022 at 4:14 PM Matthew Neal wrote: >>>> >>>>> Very much agree with the order of who runs point on assessments. I do >>>>> think we should allow for assessments prior to signed agreements, but= still >>>>> request them prior if the client is willing to sign prior to in-perso= n. If >>>>> you are concerned with time on assessments without signed documents, = do you >>>>> want all of those to go directly to HCLs? >>>>> >>>>> On Fri, Oct 28, 2022 at 12:15 PM Timothy Thomas wrote= : >>>>> >>>>>> That's fine. My recommendation would be that where an in person >>>>>> assessment is required, Client Success be first in line, followed by= HCL's. >>>>>> HCL's should undergo training with our Client Success team prior to = rolling >>>>>> this out. We know how detailed assessments can be, especially in com= plex >>>>>> care situations. >>>>>> >>>>>> Regarding your initial concern around consent agreements being signe= d >>>>>> before an assessment, are you ok with our current process? My unders= tanding >>>>>> is that is best practice under TheKey standard. >>>>>> >>>>>> >>>>>> On Fri, Oct 28, 2022 at 12:56 PM Matthew Neal >>>>>> wrote: >>>>>> >>>>>>> I'd agree with Matt that we can have the HCLs do assessments where >>>>>>> you don't have ops capacity to do in person - starting with clearly= in >>>>>>> Ontario and Winnipeg. It's also what we do in other parts of the US= with >>>>>>> wider geographic coverage as well as in the Bay Area. The Care Sol= utions >>>>>>> still get bonuses as of 11/1 if the client starts w/o them playing = any part >>>>>>> in the assessment, so I don't think they should have a reason to pu= sh >>>>>>> back. Thoughts? >>>>>>> >>>>>>> On Fri, Oct 28, 2022 at 8:00 AM Matt Vijayan >>>>>>> wrote: >>>>>>> >>>>>>>> Thank you,Tim. >>>>>>>> >>>>>>>> *For referral based opportunities in Ontario