Referrals

From
Joey Taylor <joey.taylor@homecareassistance.com>
To
Matt Vijayan <mvijayan@thekey.com>, Timothy Thomas <tt@thekey.com>, Vanessa Andrade <vanessa.andrade@thekey.com>
Date
Tue, 15 Nov 2022 13:37:44 -0500
Folder
INBOX
--000000000000891f4405ed86a755 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Vanessa and Team, Great work Vanessa in your first pipeline. Your report was accurate!! And you were very knowledgeable of your opportunities and SOC. 1. Caroline White - Residence Les Jardins Interieurs 2. Luciana Pulcini - Lianas 3. Gilles Delorme - Altomedic 4. Doneen Hansell - Word of Mouth @Vanessa Andrade You had put this as a client referral because the neighbor had used our service and talked about us. I believe this would be more classified as Word of Mouth as the neighbor is not a referral partner. If you can correct in SalesForce, please! 5. Father of Sophie. This is the case, where Carolyn (Ambassador) found the client asking about care in a Facebook group. Vanessa had put employee referral in SalesForce which I believe would be the correct tag. @Timothy Thomas Is that correct? Thanks, *Joey Taylor* *Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions de s= oins* Home Care Assistance/Soins =C3=A0 domicile Office: 514-907-5065 Fax: 514-221-4265 4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca Read Our Testimonials We Are Hiring! Champions of Longevity --000000000000891f4405ed86a755 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Vanessa and Team, Great work Vanessa in your fi= rst pipeline. Your report was accurate!! And you were very knowledgeable=C2= =A0of your opportunities and SOC.=C2=A0=C2=A0 1. Caroline White - Re= sidence Les Jardins Interieurs 2. Luciana Pulcini - Lianas 3. Gilles = Delorme - Altomedic 4. Doneen Hansell - Word of Mouth @Vanessa Andrade =C2=A0You had put this as a client= =C2=A0referral=C2=A0because the neighbor had used our service and talked ab= out us. I believe this would be more classified as Word of Mouth as the nei= ghbor is not a referral partner. If you can correct in SalesForce, please! 5. Father of Sophie. This is the case, where Carolyn (Ambassador) found = the client asking about care in a Facebook group. Vanessa had put employee = referral=C2=A0in SalesForce which I believe would be the correct tag.=C2=A0= @Timothy Thomas =C2=A0Is that correct? Thanks, Joey Taylor Regional Care Solutions Manager/Directeur r= =C3=A9gional des solutions de soins Home Care Assistance/Soins =C3= =A0 domicile Office:=C2=A0 514-907-5065 Fax:=C2=A0 514-221-4265 4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca Read Our T

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