Re: Follow up

From
Mark Dickie <mark@20eight.ca>
To
Timothy Thomas <tt@homecareassistance.com>
Date
2019-03-28 13:58:18
Folder
INBOX
--000000000000a79dd805852b4d38 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will call you at 2:30PM. On Thu, Mar 28, 2019 at 1:48 PM Timothy Thomas wrote: > Hi Mark, > > There's a lot to unpack in that first portion, let me think about it and > get back to you. > > As for the video's, they're great. Lets chat about the strategy. > > I'm free this afternoon, outside of 330-4 > > > On Thu, Mar 28, 2019 at 1:27 PM Mark Dickie wrote: > >> Hi Timothy, >> >> Hope you are well. Further to our meeting a few weeks ago, here is >> follow-up on a few points we discussed: >> >> *A. Tracking Attribution* >> I believe Louise and you talked about this in your meeting. Here is the >> review we had prepared for Carolina when she asked the same question. >> >> *Further to our conversation in regards to matching our data with Clear >> Care, Zander and I have been looking into how to make the connection >> between Clear Care information and your 20/eight analytics dashboard >> information. * >> >> >> >> *As you know, the Clear Care system is designed to follow and document >> the communication with a client and not as a tracking platform for digit= al >> leads. When a prospect first calls, the client=E2=80=99s name and contac= t info is >> input into Clear Care by the case manager manually and is not necessaril= y >> the actual name and phone number of the call that came in, as identified= in >> CallRail. That means, in it=E2=80=99s current state, it is almost imposs= ible to >> match the calls inputted into Clear Care with the calls captured by >> CallRail. * >> >> >> >> *However in looking for solutions, we see that there is a custom reports >> feature that can be sorted by date. If Clear Care can add additional fie= lds >> for =E2=80=9Coriginal phone number of caller=E2=80=9D and =E2=80=9Corigi= nal time of call=E2=80=9D that we >> can pull a custom report against, we are confident we will be able to >> connect the dots between Clear Care and the leads generated.* >> >> >> *We estimate that this will add an additional hour to our monthly review >> for matching, analysis and reporting (which is outside the scope or our >> current agreement). Your monthly fee would be adjusted by $85 dollars (o= ur >> hourly rate for clients). If we find this additional element to our mont= hly >> monitoring takes less time than we estimate we will charge you according= ly. >> If you would like us to coordinate this project with Clear Care, we will >> bill this hourly for the time required.* >> >> We know that the Clear Care option is not an option, but maybe something >> from these notes can help you in establishing a system to connect leads >> with new clients. >> >> Let's continue to work through this. >> >> *B. Videos for Facebook advertising campaign* >> I have been looking in our libraries (Elements from Envato & Stock Adobe= ) >> to find an appropriate video. Its challenging to find something that wor= ks. >> Here are a few for disc