--00000000000058128006180b764d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great to have the slidedeck to refer to and looking forward to our meetings tomorrow! Alexandra Johnson Intake Specialist *Looking forward to supporting you!* ajohnson@TheKey.com (703) 397-3529, Direct Cell (703) 746-8084, Office Number TheKey.com [image: TheKey] On Thu, May 9, 2024 at 4:26=E2=80=AFPM Ashley Mirone w= rote: > Hello Sales Nation, > > As part of our ongoing efforts to streamline operations and enhance > efficiency, we are excited to announce a significant shift in our approac= h > to client intake. Effective Monday, May 13th, we will begin regionalizing > our intake teams to serve as the primary point of contact for incoming > leads. This change is pivotal to improving both the effectiveness and > efficiency of our client intake experience=E2=80=94an essential component= of our > growth strategy. > > Recognizing the critical role of the intake process in our sales pipeline= , > this adjustment aims to optimize our first point of contact with potentia= l > clients. Our goal is to ensure that every interaction reflects the high > standards and unique value propositions of TheKey. To achieve this, our > regional intake teams will be equipped with the skills necessary to adept= ly > handle objections and advocate for our differentiators. > > We acknowledge that transitioning to this new structure may present > challenges. It is imperative that we all stay deeply engaged and supporti= ve > of our intake teams during this period. Your proactive involvement will b= e > crucial in mitigating any teething problems and driving the success of th= is > initiative. > > In preparation for this transition, the GMs and Intake Managers have > already begun collaborating with our Regional Directors to refine our > short-term plan. For a more detailed look at our strategy and upcoming > actions, please refer to the attached slides from today's call. > > Furthermore, regional calls will be held tomorrow, led by the Regional > Directors of Operations. These sessions will include intake team members, > GMs, and our HCLs. Please make sure to attend these important discussions= , > and watch for your invitations. > > A special shout out to Julia Jenkins, who will be partnering with the > regional intake teams in the short term. Julia's passion for and expertis= e > in the intake process are invaluable, and we look forward to the insights > she will bring to this role. > > For an overview of our rollout plan, please refer to the linked document: > Regionalized > Intake: Roll Out Plan (Link) > > > Thank you all for your commitment and collaboration as we make this > strategic shift. Your support not only enhances our team's capabilities b= ut > also strengthens our position as a leader in the industry. > > With appreciation, > Ashley Mirone > Vice President of Business Development > *Please note my email has changed:* > amirone@TheKey.com > D