--00000000000067dbe30626bfe7fc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The process will be the same, we will just be leaving it open and setting up future follow up dates to outreach to the client. Chris On Tue, Nov 12, 2024 at 1:14=E2=80=AFPM Kimberly Guerci wrote: > Hi Chris...this is fine. Is there something different regarding > re-engagement or is that just following this same process and leaving the > opportunity open? > > On Tue, Nov 12, 2024 at 11:12=E2=80=AFAM Christopher Reese christopher.reese@thekey.com> wrote: > >> Good Morning, >> >> Just wanted to check to see if you approve this stages document and the >> Re-Engagement process that the RIMs will be utilizing. I'd like to roll >> this out this week, if possible. Thanks for your assistance. >> >> Chris >> >> PS: Beth Ann approved this morning in a conversation with Cristal >> >> ---------- Forwarded message --------- >> From: Christopher Reese (via Google Docs) > drive-shares-dm-noreply@google.com> >> Date: Thu, Nov 7, 2024 at 9:02=E2=80=AFAM >> Subject: Document shared with you: "Salesforce Stages" >> To: >> Cc: , , , > tt@thekey.com> >> >> >> Christopher Reese shared a document >> [image: Header profile photo] >> Christopher Reese (christopher.reese@thekey.com) has invited you to >> *edit* the following document: >> Good Morning, >> >> We have noticed there is quite a bit of confusion about how to utilize >> the stages while migrating a client through the funnel. We put together >> this document to clarify for anyone who touches a patient. >> >> In addition to clarifying the stages, we are also proposing a >> Re-Engagement Process where will will leave an opportunity open if we do= n't >> get a yes from the client. We will always place a follow up date in the >> future to continue to nurture and attempt the client, in case their >> situation changes or they need our care. >> >> We are working with SF to find an easy way to identify these clients to >> make it less messy in your pipelines. I truly believe by not being as qu= ick >> to close these opportunities, we will be able to generate more volume ov= er >> time. This is a similar process to what the Franchises use with great >> success. >> >> I have already received alignment from the west RDOs. >> Please let me know if you have any questions or concerns and if I have >> your alignment to move forward with roll out. >> >> Thanks for your assistance, I greatly appreciate it. >> >> Chris >> Salesforce Stages >> >> >> >> Open >> >> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA >> You have received this email because christopher.reese@thekey.com shared >> a document with you from Google Docs. [image: Google] >> >> > --00000000000067dbe30626bfe7fc Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The process will be the same, we will just be leaving it o= pen and setting up future follow up dates to outreach to the client. Chris On