--00000000000088e0a20628a3ae4d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Totally hear you on the desire for automated reports. I've never longed for clean and easy reporting more in my life. ;) Thanks for taking the lead on the summary! I'll let Chris know it's coming. Have a great weekend, Emma On Fri, Dec 6, 2024 at 4:01=E2=80=AFPM Joey Taylor = wrote: > Hey Emma, > > We have been tracking everything in the chatter notes in SF so we can go > back and look if needed, just unable to run an automated report using tha= t > information!! > > Thank you, I will work with Tim and summarize everything and send to Chri= s > and cc you and Greg on Monday if that works? > > Thanks, > > On Fri, Dec 6, 2024 at 4:44=E2=80=AFPM Emma Zumsen wrote: > >> Thanks Joey, >> >> This is helpful context. As we build out the pilot we'll make sure to >> sort out the details for tracking. If you start dropping it in the exist= ing >> notes open field on a SF profile for your in takes that would be a good >> starting point. >> >> Are you ok if I send these metrics to Chris? Or if you would prefer to >> summarize it all and send him an email since you've done all the great >> heavy lifting so far, just cc me and Greg. I know Chris is eager to see >> some of the learnings. >> >> Emma >> >> On Fri, Dec 6, 2024 at 3:39=E2=80=AFPM Joey Taylor >> wrote: >> >>> Hey Emma, >>> >>> I have done 50 intakes since we have launched with LifeGuard and I woul= d >>> say LG was offered to about 30 of them (not offered to clients who inqu= ired >>> about 24/7, lived in government care facilities, or were tier 3/4 clien= ts). >>> Of those 30, I would say about 20 were very interested in LG. The fall >>> detection is the biggest selling point from a sales standpoint. With >>> ort rates being slightly higher than our competition, I think this prog= ram >>> is a big differentiator. >>> >>> Going forward, not sure if we can create a tag in SF or CC for LG but i= t >>> would allow us to track the data much more efficiently. >>> >>> Thanks, >>> >>> On Fri, Dec 6, 2024 at 4:25=E2=80=AFPM Emma Zumsen >>> wrote: >>> >>>> Thanks for sharing, Joey. >>>> >>>> Do you have a sense of how many people we've offered Lifeguard to? >>>> Would be great to see if we can get a measure of interest/conversion. >>>> >>>> Emma >>>> >>>> On Fri, Dec 6, 2024 at 12:41=E2=80=AFPM Joey Taylor (via Google Sheets= ) >>> drive-shares-dm-noreply@google.com> wrote: >>>> >>>>> Joey Taylor shared a spreadsheet >>>>> [image: Header profile photo] >>>>> Joey Taylor (joey.taylor@thekey.com) has invited you to *edit* the >>>>> following spreadsheet: >>>>> LifeGuard Pilot Canada Q4 2024 >>>>> >>>>> >>>>> >>>>> Open >>>>> >>>>> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA >>>>> You have received this email because joey.taylor@thekey.com shared a >>>>> spreadsheet with you from Google Sheets. [image: Google] >>>>> >>>>> >>>> >>> >>> -- >>> >>> Joey Taylor >>> >>> *Directe