--000000000000c042750637d95350 Content-Type: multipart/alternative; boundary="000000000000c042750637d9534f" --000000000000c042750637d9534f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good, thank you for the update. On Wed, Jun 18, 2025 at 9:54=E2=80=AFAM Timothy Thomas wrot= e: > Hi Kevin, > > Alysce and I are chatting this morning. We'll come back to you shortly. > > Thanks > Tim > > On Tue, Jun 17, 2025 at 3:34=E2=80=AFPM Kevin Parker > wrote: > >> Hi Alyse, >> >> I'm writing to you today to discuss some trends I've noticed in the >> pipeline report for Columbus. >> >> Specifically, I've observed a 6% decrease in assessment-to-client >> conversion for both April and May. This is coupled with an increase in >> leads-to-opportunities (6% in April and 8% in May), as Jen and I continu= e >> to focus on top-of-the-funnel momentum. Do you have any insights into th= is >> decline in assessment-to-client conversion? >> >> Additionally, while reviewing June's mid-month results, I've noticed a >> significant decline in lead-to-opportunity conversion (29%). When I >> discussed this with Jen, she mentioned that Brooke requested that she >> handle all initial conversations for leads Jen receives, based on new >> changes that Brooke said she has to abide by for Columbus. Having CSMs >> handle initial conversations or follow-ups in response to leads is not o= ur >> process in any other sites that I oversee. I wanted to confirm if this >> change in process was indeed directed by you and, if so, understand the >> reasoning behind it. >> >> As we've discussed, Jen and I are fully committed to growing leads and >> opportunities. To ensure accountability and clear alignment, I'd appreci= ate >> it if we could agree upon a consistent process for clients flowing throu= gh >> our funnel. >> >> >> [image: Screenshot 2025-06-17 at 3.11.23=E2=80=AFPM.png] >> >> ------------------------------ >> Best, >> Kevin >> -- >> Kevin Parker >> Regional Director of Business Development >> kevin.parker@thekey.com >> 239-922-0085 >> TheKey.com >> [image: TheKey] >> > --=20 Kevin Parker Regional Director of Business Development kevin.parker@thekey.com 239-922-0085 TheKey.com [image: TheKey] --000000000000c042750637d9534f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good, thank you for the update.=C2=A0 On Wed, Jun 18, 2025 at 9:54=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: Hi Kevin, Alysce and I are chatting this morning. We'll come back to yo= u shortly.=C2=A0 Thanks Tim On Tue,= Jun 17, 2025 at 3:34=E2=80=AFPM Kevin Parker < kevin.parker@thekey.com > wrote: Hi Alyse, I'm writing to you today = to discuss some trends I've noticed in the pipeline report for Columbus= . Specifically, I've observed a 6% decrease in= assessment-to-client conversion for both April and May. This is coupled wi= th an increase in leads-to-opportunities (6% in April and 8% in Ma