Client Success Roundtable Recap and Recording

From
Abby Cnossen <acnossen@thekey.com>
To
Alysce Craig <alysce.craig@thekey.com>, Amy Catalina <amy.catalina@thekey.com>, Ashley Alford <ashley.alford@thekey.com>, Brooke Justiniano <brookej@thekey.com>, Danielle James <danielle.james@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Emily Sun <emily.sun@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, Jinniefer Castillo <jinniefer.castillo@thekey.com>, Malin Maleegrai <malin.maleegrai@thekey.com>, Micah Jakoblich <micah.jakoblich@thekey.com>, Nancy Hopkins <nhopkins@thekey.com>, Sarah Tenny <sarah.tenny@thekey.com>, Teresa Heit <teresa.heit@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 10 Dec 2024 19:14:50 -0500
Folder
INBOX
--00000000000017d2b60628f37da3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, *Quick reminder: if you have any ideas for discussion topics or training sessions, please share them=E2=80=94we=E2=80=99d love your input!* Here=E2=80=99s a quick recap of our discussion this week or you can find th= e recording HERE. As always meeting notes are attached in your google calendar invite. *Wins:* - Brooke created a magical moment by connecting a Christmas tree decorator with a client=E2=80=99s family, resulting in a special surpris= e for the client. - We=E2=80=99re working on moving more Tier 2 clients into Tier 1, but i= t=E2=80=99s a slow and steady process. *Challenges & Opportunities:* - Cost is still a big factor for clients deciding against services. We=E2=80=99re getting more creative with assessments and focusing on con= necting clients with services early. - It=E2=80=99s super important to explain our services and costs clearly= to set the right expectations from the start. *What Makes Us Stand Out:* - We have the best caregivers, the best resources, and the highest-quality service. Let=E2=80=99s make sure clients know it! - Teamwork between sales and assessments is key=E2=80=94think of it as a performance. Let=E2=80=99s keep refining our =E2=80=9Csales plan=E2=80= =9D for smooth client experiences. *Process Tips:* - When assessment conflicts pop up, intake teams are leaning on group chats and labeled calendars to stay on track. Everyone=E2=80=99s pitchin= g in to make it work. Thanks for all the effort you=E2=80=99re putting in. Keep collaborating and= finding creative ways to deliver great care and solutions! --=20 *Abby Cnossen* Manager of Quality and Service Call or text: 616-271-8243 TheKey.com --00000000000017d2b60628f37da3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, Quick reminder:= if you have any ideas for discussion topics or training sessions, please s= hare them=E2=80=94we=E2=80=99d love your input! Here=E2=80=99s a = quick recap of our discussion this week or you can find the recording=C2=A0= HERE. =C2=A0As always meeting no= tes are attached=C2=A0in your google calendar invite.=C2=A0 W= ins: Brooke created a magical moment by connecting a Ch= ristmas tree decorator with a client=E2=80=99s family, resulting in a speci= al surprise for the client. We=E2=80=99re working on moving more Ti= er 2 clients into Tier 1, but it=E2=80=99s a slow and steady process. Challenges &amp; Opportunities: Cost is = still a big factor for clients deciding against services. We=E2=80=99re get= ting more creative with assessments and focusing on connecting clients with= services early. It=E2=80=99s super important to explain our servic= es and costs clearly to set the right expectations from the start. What Makes Us Stand Out: We have the best c= aregivers, the best resources, and the highest-quality service. Let=E2=80= =99s make sure clients know it! Teamwork

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