Re: New Web Lead | Richard Maurer

From
Denny Roebel <denny.roebel@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Audra Williams <audraw@thekey.com>, Ashley Mirone <amirone@thekey.com>
Date
Tue, 13 Aug 2024 17:56:17 -0400
Folder
INBOX
--0000000000008cf8fb061f97aeea Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Appreciate you, as always! On Tue, Aug 13, 2024 at 5:32=E2=80=AFPM Timothy Thomas wrot= e: > I=E2=80=99ll address it on my call with Will. Please keep me posted if is= sues > continue to arise. > > > On Tue, Aug 13, 2024 at 5:16=E2=80=AFPM Denny Roebel > wrote: > >> >> https://homecareassistance.lightning.force.com/lightning/r/Lead/00QUH000= 00BbX9x2AF/view >> >> On Tue, Aug 13, 2024 at 5:08=E2=80=AFPM Denny Roebel >> wrote: >> >>> I can not confirm if they have received a follow up call at this time. >>> I did look up the lead in SF (linked below) and it is still in New Lead >>> status. Ali did put in the notes in the email in chatter but did not >>> change the status of the lead, add in a follow up task or change the >>> referral source. >>> >>> Yes, this is typical behavior from Ali. The office typically closes at >>> 4pm. >>> >>> On Tue, Aug 13, 2024 at 4:57=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Thanks for sharing Denny. Do we know what the response was from Ali? >>>> Has the lead been contacted? >>>> >>>> Sense of urgency is an ongoing issue with Ali? >>>> >>>> >>>> >>>> On Tue, Aug 13, 2024 at 4:19=E2=80=AFPM Denny Roebel >>>> wrote: >>>> >>>>> Giving you a real example of how Cincinnati operates. >>>>> >>>>> You can see the GM, Ali, responded at 3:39pm saying that she would >>>>> touch base with the CCM first thing in the morning after the family >>>>> requested to speak with someone today. >>>>> >>>>> This lead is from a HCL owned account. >>>>> >>>>> -Denny >>>>> >>>>> ---------- Forwarded message --------- >>>>> From: Cheryl Jeffers >>>>> Date: Tue, Aug 13, 2024 at 3:53=E2=80=AFPM >>>>> Subject: Fwd: New Web Lead | Richard Maurer >>>>> To: Denny Roebel >>>>> >>>>> >>>>> Please see chain below. Family with emergent needs. Ali was going to >>>>> wait till morning to call to schedule assessment. >>>>> It is a hospice from HOC. >>>>> Sent from my iPhone >>>>> >>>>> Begin forwarded message: >>>>> >>>>> *From:* Mandy Bronner >>>>> *Date:* August 13, 2024 at 3:47:14=E2=80=AFPM EDT >>>>> *To:* Ali Puckett >>>>> *Cc:* Megan Panko , web lead Email >>>> weblead@thekey.com>, kenwood-intake@homecareassistance.com >>>>> *Subject:* *Re: New Web Lead | Richard Maurer* >>>>> >>>>> =EF=BB=BF >>>>> Would you be able to reach out tonight. The son just wanted to touch >>>>> base with someone about an assessment >>>>> >>>>> On Tue, Aug 13, 2024 at 3:39=E2=80=AFPM Ali Puckett >>>>> wrote: >>>>> >>>>>> Thank you Mandy-outstanding notes. I will add them to Salesforce now= . >>>>>> >>>>>> Megan-let's talk about this first thing in the morning please. >>>>>> >>>>>> On Tue, Aug 13, 2024 at 3:05=E2=80=AFPM Mandy Bronner >>>>>> wrote: >>>>>> >>>>>>> I forgot to add he is mostly thinking they may need overnights >>>>>>> mostly to help his mom rest during the evening. I told him pricing = was >>>>>>> $34-$40 but a CCM could better quote a price. >