--Apple-Mail-453E9EFF-5B17-4708-A698-720538A4779B Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you Timothy. Maria Licoudis RN Care Manager mlicoudis@homecareassistance.com Office:514-907-5065 > On Jan 26, 2022, at 9:17 AM, Timothy Thomas wr= ote: >=20 > =EF=BB=BF > Good morning all, >=20 > As we discussed a few days ago, corporate has released guidelines for inta= ke follow up. Please look it over and let me know if you have any questions.= >=20 > Service Level Agreement for Office Leads >=20 > The following represents our commitment to each lead when it comes to the o= ffice. This is a company-wide expectation and should be followed precisely: >=20 > Time to contact lead (first, second attempt, etc.) - for urgent leads, rec= ommendation of 1 hour. For non-urgent leads, have the follow up documented. A= t the first attempt of contact, the field would attempt 2 more times in the s= ame day. If still no answer, you would attempt 3 more times over the next 4 b= usiness days, with the lead to be closed out after 5 business days of no res= ponse. > Time to enter updates into Salesforce - after every step is completed (fol= low up, consultation, assessment, etc), you must have all records up to date= as either closed or with a future next step documented by end of business d= ay. > Opportunities should be followed up daily or based on the caller's request= - all follow ups should be documented with the next follow up data determin= ed. > All scheduled opportunity assessments must have an owner and a date and ti= me scheduled in SalesForce. > All completed opportunity assessments must be documented in full no later t= han the next business day. >=20 > --=20 > Timothy Thomas > Regional Operations Manager / Directeur des op=C3=A9rations r=C3=A9gionale= s > Home Care Assistance of Montreal > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca > --- > Read Our Testimonials > We Are Hiring! > =09 >=20 > Champions of Longevity --Apple-Mail-453E9EFF-5B17-4708-A698-720538A4779B Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you Timothy. = Maria Licoudis RN Care Manager mlicoudi= s@homecareassistance.com Office:514-907-5065 On Jan 26= , 2022, at 9:17 AM, Timothy Thomas <tt@homecareassistance.com> wrote: =EF=BB=BF= Good morning all, As we discussed a few d= ays ago, corporate has released guidelines for intake follow up. Please look= it over and let me know if you have any questions. Service Level Agreement for Office Leads The foll= owing represents our commitment to each lead when it comes to the office. Th= is is a company-wide expectation and should be followed precisely: Time to contact lead (first, second attempt, etc.) - for urgent= leads, recommendation of 1 hour. For non-urgent leads, have the follow up d= ocumented. At the first attempt of contact, the field would attempt 2 more t= imes