--0000000000001549230626bdb551 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chris...this is fine. Is there something different regarding re-engagement or is that just following this same process and leaving the opportunity open? On Tue, Nov 12, 2024 at 11:12=E2=80=AFAM Christopher Reese wrote: > Good Morning, > > Just wanted to check to see if you approve this stages document and the > Re-Engagement process that the RIMs will be utilizing. I'd like to roll > this out this week, if possible. Thanks for your assistance. > > Chris > > PS: Beth Ann approved this morning in a conversation with Cristal > > ---------- Forwarded message --------- > From: Christopher Reese (via Google Docs) drive-shares-dm-noreply@google.com> > Date: Thu, Nov 7, 2024 at 9:02=E2=80=AFAM > Subject: Document shared with you: "Salesforce Stages" > To: > Cc: , , , tt@thekey.com> > > > Christopher Reese shared a document > [image: Header profile photo] > Christopher Reese (christopher.reese@thekey.com) has invited you to *edit= * > the following document: > Good Morning, > > We have noticed there is quite a bit of confusion about how to utilize th= e > stages while migrating a client through the funnel. We put together this > document to clarify for anyone who touches a patient. > > In addition to clarifying the stages, we are also proposing a > Re-Engagement Process where will will leave an opportunity open if we don= 't > get a yes from the client. We will always place a follow up date in the > future to continue to nurture and attempt the client, in case their > situation changes or they need our care. > > We are working with SF to find an easy way to identify these clients to > make it less messy in your pipelines. I truly believe by not being as qui= ck > to close these opportunities, we will be able to generate more volume ove= r > time. This is a similar process to what the Franchises use with great > success. > > I have already received alignment from the west RDOs. > Please let me know if you have any questions or concerns and if I have > your alignment to move forward with roll out. > > Thanks for your assistance, I greatly appreciate it. > > Chris > Salesforce Stages > > > > Open > > Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA > You have received this email because christopher.reese@thekey.com shared > a document with you from Google Docs. [image: Google] > > --0000000000001549230626bdb551 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chris...this is fine.=C2=A0 Is there something different r= egarding re-engagement or is that just following this same process and leav= ing the opportunity open?=C2=A0 On Tue, Nov 12, 2024 at 11:12=E2=80=AFAM Christopher Reese = < christopher.reese@theke= y.com > wrote: Good Morning, Just wanted to check to see if you approve this stages document and the Re= -Engagement process that the RIMs will be utilizing.=C2=A0 I'