Re: Service Level Intervention Milwaukee - Saint John's On The Lake

--000000000000d65a820627c308eb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Micah - Do we have community protocols for this community? This would be a great intervention. If not, you can find this in the sales enablement playbook. Happy to walk you through it if you'd like. -Denny On Mon, Nov 25, 2024 at 3:59=E2=80=AFPM Micah Jakoblich wrote: > Hello , > > There is a Service Level Intervention needed on the following account. > Please see the details below and respond within the intervention of what > steps have been taken to remediate the relationship and whether it has be= en > brought back to "Resolved and saved". Closing out of this intervention ca= n > be done by documenting the steps in the "Status of relationship" field an= d > marking the referral relationship status as "Resolved and saved" or > "Resolved but lost". > > Please see the link here: a0cUH000003MfsQYAS > > > Referral Account: Saint John's On The Lake > > Referral Account Owner: Micah Jakoblich > > Status of the Referral Partner Relation: > > Office: Milwaukee > > Category: Senior Community > > SAP Account? Yes > > Last First Time Client Start Date: Tue Oct 01 00:00:00 GMT 2024 > > Client Starts - Last 12 months: 1.0 > > Starts T&E Client %: 75.0 > --000000000000d65a820627c308eb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Micah - Do we have community protocols = for this community?=C2=A0 This would be a great intervention.=C2=A0 If not,= you can find this in the sales enablement playbook.=C2=A0 Happy to walk yo= u through it if you'd like. -Denny = On Mon= , Nov 25, 2024 at 3:59=E2=80=AFPM Micah Jakoblich < micah.jakoblich@thekey.com > wrote: Hello , There is a Service Level Intervention needed on the following account. Plea= se see the details below and respond within the intervention of what steps have been taken to remediate the relationshi= p and whether it has been brought back to=20 "Resolved and saved". Closing out of this intervention can be don= e by documenting the steps in the "Status of relationship"=20 field and marking the referral relationship status as "Resolved and sa= ved" or "Resolved but lost". Please see the link here: a0cUH000003MfsQYAS Referral Account: Saint John's On The Lake Referral Account Owner: Micah Jakoblich Status of the Referral Partner Relation: Office: Milwaukee Category: Senior Community SAP Account? Yes Last First Time Client Start Date: Tue Oct 01 00:00:00 GMT 2024 Client Starts - Last 12 months: 1.0 Starts T&E Client %: 75.0 --000000000000d65a820627c308eb--