Re: Vancouver CSM training to update their tool kit for Facility referrals

From
Denny Roebel <denny.roebel@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Sharon Speirs <sspeirs@thekey.com>
Date
Wed, 28 Aug 2024 22:19:06 -0400
Folder
INBOX
--00000000000001eb320620c91ac5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds like a great plan. Sharon - looking forward to supporting the Vancouver team. I appreciate your insights. On Wed, Aug 28, 2024 at 2:53=E2=80=AFPM Timothy Thomas wrot= e: > Hi Denny, > > Let's connect on our next 1:1 to plan this out. > > On Mon, Aug 26, 2024 at 10:00=E2=80=AFAM Sharon Speirs wrote: > >> Good morning Denny >> Thank you for getting back to me and really appreciate your willingness >> to support. >> I wanted to start with Mind Fit as it seems to have worked well in the >> past with our HCL Jay as he worked with various senior living locations = and >> I feel this CSM team could go the same. >> Is that possible? >> I also feel they could benefit from a discussion re =E2=80=9Cintent=E2= =80=9D when >> entering facilities as I am not =F0=9F=92=AF confident that they are lea= ving having >> left the impression we need to build the referral. >> Hope that makes sense, Tim might have a more solid idea of the best way >> to begin this process as Montreal has recently trained that team in Sale= s. >> Hope we can make a plan >> Sharon >> >> >> >> Sharon, Speirs >> >> General Manager >> >> Vancouver, BC >> >> Office: 778.279.3634 >> >> sspeirs@thekey.com >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> >> >> >> >> On Mon, Aug 26, 2024 at 6:31=E2=80=AFAM Denny Roebel >> wrote: >> >>> Sharon - >>> >>> I appreciate you reaching out and wish to apologize that I was not able >>> to respond last week. >>> >>> I am more than happy to partner with you on training for the CSM. What >>> in particular are you looking for the CSMs to be trained on? Do you ha= ve >>> any initial thoughts on what the training may look like? >>> >>> -Denny >>> >>> On Wed, Aug 21, 2024 at 3:59=E2=80=AFPM Sharon Speirs >>> wrote: >>> >>>> Hi Denny >>>> My name is Sharon and I have not had the opportunity of working with >>>> you but have had the privilege of attending some webinars hosted by yo= u and >>>> your team. I am the GM of the Vancouver market and reaching out for yo= ur >>>> expertise. >>>> >>>> I am wondering if there is a possibility of setting up some training >>>> for our CSM team so that they are more equipped to be out in the commu= nity >>>> and knocking on the doors of our local facilities and senior living sp= aces. >>>> We do not have an HCL in our area and although I have heard talk of an= area >>>> manager coming on board I know we are not even at the interview stage = and I >>>> strongly feel we have resources here that given the right tools they c= an >>>> certainly start to set the groundwork >>>> We have some good relationships with referral partners but would like >>>> to give them a bit more so I was thinking of "mind fit" but none of us= have >>>> any training in that. >>>> Is this something that we can set up with you and have our CSM team an= d >>>> myself attend so we could offer it to residents in the future? >>>> I am op