Re: Review of Calgary Records 9_24 to 11_10

From
Alexa Graziani <agraziani@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Megan Heinen <mheinen@thekey.com>
Date
Wed, 15 Nov 2023 08:35:37 -0800
Folder
INBOX
--000000000000d817b9060a337ee7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Tim! Any notes on the closed reasons? Do they seem like a usual mix or does anything stand out as different from the normal mix? On Wed, Nov 15, 2023 at 6:23=E2=80=AFAM Timothy Thomas wrot= e: > Hi Megan, > > It looks like we have 2 SOCs in total from the list. Unfortunately a few > duds that shouldn't have gone to the opportunity stage. > > Dicky Martin SOC date of Nov 20 > Maria Richard SOC date of Dec 1 > > Thanks > Tim > > On Mon, Nov 13, 2023 at 5:59=E2=80=AFPM Alexa Graziani > wrote: > >> Hi Tim, >> >> I completed the same review for Calgary that I did for Vancouver >> (attached). >> >> This time, there did not seem to be an obvious reason for the high >> proportion of closed records for Calgary from paid. >> >> There were only two leads that mentioned the location in a negative >> light. One was for caregiver government assistance, which is ok to captu= re >> a wider financial net as discussed. The other did say it was "outside of >> our service area" though. >> >> There are three open opportunities, so it would be a huge win for the >> market if those started care. One is already "closed won" so I asked Den= nis >> in chatter if they are still going to start with us. >> >> Can you review these records with the team to see if any others were in >> locations that are often financially unqualified, outside of the service >> area, or if any other reasons for close stand out? >> >> Thanks, >> >> -- >> Alexa Graziani >> Senior Marketing Manager - Consumer Growth >> * Please note my email has changed: * >> agraziani@thekey.com >> (650) 416-1538 Ext. 181538 >> TheKey.com >> [image: TheKey] >> > > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > --=20 Alexa Graziani Senior Marketing Manager - Consumer Growth * Please note my email has changed: * agraziani@thekey.com (650) 416-1538 Ext. 181538 TheKey.com [image: TheKey] --000000000000d817b9060a337ee7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, Tim! Any notes on the closed re= asons? Do they seem like a usual mix or does anything stand out as differen= t from the normal mix? On Wed, Nov 15, 2023 at 6:23=E2=80=AFAM Timot= hy Thomas &lt; tt@thekey.com &gt; wrote:= Hi Megan, It looks like we have 2 SOCs in total fr= om the list. Unfortunately a few duds that shouldn&#39;t have gone to the o= pportunity stage.=C2=A0 Dicky Martin SOC date of N= ov 20 Maria Richard SOC date of Dec 1 Th= anks Tim On Mon, Nov 13, 2023 at 5:59=E2=80=AFPM Alexa Grazi= ani &lt; agraziani= @thekey.com &gt; wrote: Hi Tim, I completed=C2=A0the= same review for Calgary that I did for Vancouver (attached). This time, there did not seem to be an obvious reason for the h= igh proportion of closed records for Calgary from paid.=C2=A0 There were only two leads that men