Client Facing Roles - Session 3: Intakes Best Practi ces @ Wed, Oct 25, 2023 10:00am – 10:30am (GMT-07)

From

Megan Harris <megan.harris@thekey.com>

To

Andora Alvarez <aalvarez@thekey.com>, Alan Badger <abadger@thekey.com>, Ama Danesi <adanesi@thekey.com>, Ashley Hatton <ahatton@thekey.com>, Alexandra Johnson <ajohnson@thekey.com>, Alejandra Aparicio <alejandra.aparicio@thekey.com>, Allison Brennan <allison.brennan@thekey.com>, Amanda Rasmussen <amanda.rasmussen@thekey.com>, Amber Gallant <amber.gallant@thekey.com>, Amy Catalina <amy.catalina@thekey.com>, Andrea Nobis <andrea.nobis@thekey.com>, Angie Warren <angie.warren@thekey.com>, Anna Holmberg <anna.holmberg@thekey.com>, April GLOY <april.gloy@thekey.com>, Aretha Ilion <aretha.ilion@thekey.com>, Aileen Ruffin <aruffin@thekey.com>, Annemarie Schwarzkopf <aschwarzkopf@thekey.com>, Audra Williams <audraw@thekey.com>, Alisha Wise <awise@thekey.com>, Brian Boxall <bboxall@thekey.com>, Breanne Johnston <bjohnston@thekey.com>, Bre Marshall <bmarshall@thekey.com>, Bonnie Trelli <bonnie.trelli@thekey.com>, Breana Quinn <bquinn@thekey.com>, Brittany Dudics <brittany.dudics@thekey.com>, Carmella Miller <camiller@thekey.com>, Abbie Canta <ccanta@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Christa Chalfa <cchalfa@thekey.com>, Chris Dillon <cdillon@thekey.com>, Cathy Gerth <cgerth@thekey.com>, Courtney Grover <cgrover@thekey.com>, Chen Xie <chen@thekey.com>, Candyce Hollimon <chollimon@thekey.com>, Christine Alessio <christine.alessio@thekey.com>, Carole Quedena-Watkins <cqwatkins@thekey.com>, Chandeep Sharma <csharma@thekey.com>, Dalila Arbizu <dalila.arbizu@thekey.com>, Danielle Haught <danielle.haught@thekey.com>, Danielle James <danielle.james@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, dchristensen@homecareassistance.com, Debra Davis <ddavis@thekey.com>, "Desiree A." <desiree.aranjo@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Dericka Flores Valmonte <dflores@thekey.com>, Diane Van Houten <diane.vanhouten@thekey.com>, Dominique Jacobs <djacobs@thekey.com>, Doreen Katusabe <dkatusabe@thekey.com>, Dominique Lopez <dl

Date

Thu, 26 Oct 2023 12:42:07 -0700

Folder

INBOX

--0000000000007aeb5d0608a3c65b Content-Type: text/plain; charset="UTF-8" Hello Care Solutions and Client Success Managers Team Members, Thank you all for your time yesterday. Below you will find some quick links along with any tasks to complete in advance of our next training session. There was some great dialog towards the end of our session, we will be sending over additional information on the comp plan. Full Recording / Deck - Week 3: Intake Best Practices Deck - HERE - Meeting Recording - HERE Additional Resources - Intake Call Script Template linked HERE Next Steps: 1. Ensure you are documenting every intake in Salesforce. 2. Join a Salesforce Open Office Hours session, 1. Occuring every Thursday at 10:30 AM PST 3. Recommended: Reach out to Julia Jenkins or Sarah Powers with any questions. Upcoming Session : - Fall Risk and Home Safety (11/8/2023) If there are any additional questions or concerns, please do not hesitate to reach out training@thekey.com. We will be sending out the remaining invites for the rest of the year by the end of the week. If you do not receive an invitation, please contact Megan Harris directly at megan.harris@thekey.com. We look forward to seeing you all in two weeks on Wednesday November 8th at 10:00 AM PST / 1:00 PM EST. We hope you have a great week! Sincerely, TheTraining Team --0000000000007aeb5d0608a3c65b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Care Solutions and Client Success Managers Team Members,= =C2=A0 Thank you all for your time yesterday. Below you will find = some quick links along with any tasks to complete in advance of our next tr= aining session. There was some great dialog towards the end of our session,= we will be sending over additional information on the comp plan.=C2=A0 Full Recording / Deck=C2=A0=C2=A0 Week 3: Intake Best Prac= tices Deck - HERE=C2=A0 <span style=3D"font-size:11pt;background-color:transpar= ent;font