--0000000000000a653b05dbfbab13 Content-Type: multipart/alternative; boundary="0000000000000a653805dbfbab11" --0000000000000a653805dbfbab11 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ---------- Forwarded message --------- From: Tad Smith Date: Mon, Apr 4, 2022 at 9:01 PM Subject: Re: Report for recent assessments and "closed-won" client not yet started To: Executive Team To be clear, this is question to Division leaders. What did we learn? Sent from my iPhone On Apr 4, 2022, at 21:01, Tad Smith wrote: =EF=BB=BFLet=E2=80=99s find out what we learned last week from this one tom= orrow on our Exec Team meeting. What is happening here please? Sent from my iPhone Begin forwarded message: *From:* Rebecca Howe *Date:* March 28, 2022 at 10:38:04 EDT *To:* Executive Team *Subject:* *Report for recent assessments and "closed-won" client not yet started* =EF=BB=BF Hi team, Please see attached for the updated report. Just a note on actions, the only lines that do not need any follow-up with teams are on the assessment tab that say, "Started service." Those that did not convert or who have been deactivated (assessment and post contract tabs, respectively) should get follow up around if it could have been avoided. You can think of these as learning opportunities. These are red in the report. The "Still active to convert" are the highest priority for follow-up because they may still result in new clients, but they are stalled for whatever reason. By using the opportunity link, you can also go straight to the record to see if there is anything to be gleaned from their various notes and follow-ups. Finally, please note any confusion or friction points that arise, because as a beta report, we will want to work as many of those out before automation. BW, Rebecca --=20 Rebecca Howe Head of Analytics *Please note my email has changed:* rhowe@TheKey.com TheKey.com [image: TheKey] --0000000000000a653805dbfbab11 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ---------- Forwarded message --------- From: Tad Smith = < tsmith@homecareassista= nce.com > Date: Mon, Apr 4, 2022 at 9:01 PM Subject: Re:= Report for recent assessments and "closed-won" client not yet st= arted To: Executive Team < exec@homecareassistance.com > = To be clear, this is question to Division leaders.=C2=A0 What did we learn?= Sent from my iPhone On Apr 4, 2022, at 21:01, Tad Smith < tsmith@homecareassist= ance.com > wrote: =EF=BB=BFLet=E2=80=99s find out what we learned last week= from this one tomorrow on our Exec Team meeting.=C2=A0 What is happening h= ere please? Sent from my iPhone Begin forwarded message: From: Rebecca Howe < rhowe@thekey.com > Date: March 28, 20= 22 at 10:38:04 EDT To: Executive Team < exec@homecareassistance.com &g= t; Subject: Report for recent assessments and "closed-won= " client not yet started =EF=BB=BF Hi team, Please see attached for the updated