--000000000000dd4b4d05ec6f62fe Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That=E2=80=99s great, thanks guys. On Tue, Nov 1, 2022 at 2:21 PM Timothy Thomas wrote: > Following up on this thread. > > Matt V and I connected today. We will be more flexible with in person > assessments in Greater Toronto moving forward and utilizing the resources > from Client Success and HCLs to ensure our prospective clients get their > desired assessment experience. > > We=E2=80=99ll track the performance and hopefully see an increase in our = closing > rates. > > Happy to connect for a meeting should you still wish. > > Thanks > Tim > > On Sun, Oct 30, 2022 at 7:47 PM Timothy Thomas wrote: > >> Sounds good Angie. Let me know what time works for you. Thanks. >> >> On Fri, Oct 28, 2022 at 10:56 PM Angie Markwell > angie.markwell@thekey.com> wrote: >> >>> Can we discuss this next week? I would really like to understand the >>> volume issue here and if we truly feel we are losing clients at this po= int. >>> >>> On Fri, Oct 28, 2022 at 4:14 PM Matthew Neal wrote: >>> >>>> Very much agree with the order of who runs point on assessments. I do >>>> think we should allow for assessments prior to signed agreements, but = still >>>> request them prior if the client is willing to sign prior to in-person= . If >>>> you are concerned with time on assessments without signed documents, d= o you >>>> want all of those to go directly to HCLs? >>>> >>>> On Fri, Oct 28, 2022 at 12:15 PM Timothy Thomas wrote: >>>> >>>>> That's fine. My recommendation would be that where an in person >>>>> assessment is required, Client Success be first in line, followed by = HCL's. >>>>> HCL's should undergo training with our Client Success team prior to r= olling >>>>> this out. We know how detailed assessments can be, especially in comp= lex >>>>> care situations. >>>>> >>>>> Regarding your initial concern around consent agreements being signed >>>>> before an assessment, are you ok with our current process? My underst= anding >>>>> is that is best practice under TheKey standard. >>>>> >>>>> >>>>> On Fri, Oct 28, 2022 at 12:56 PM Matthew Neal >>>>> wrote: >>>>> >>>>>> I'd agree with Matt that we can have the HCLs do assessments where >>>>>> you don't have ops capacity to do in person - starting with clearly = in >>>>>> Ontario and Winnipeg. It's also what we do in other parts of the US = with >>>>>> wider geographic coverage as well as in the Bay Area. The Care Solu= tions >>>>>> still get bonuses as of 11/1 if the client starts w/o them playing a= ny part >>>>>> in the assessment, so I don't think they should have a reason to pus= h >>>>>> back. Thoughts? >>>>>> >>>>>> On Fri, Oct 28, 2022 at 8:00 AM Matt Vijayan >>>>>> wrote: >>>>>> >>>>>>> Thank you,Tim. >>>>>>> >>>>>>> *For referral based opportunities in Ontario*, my recommendation is >>>>>>> to have an assessment conducted prior to the client consent >>>>>>> agreement signing stage; for simplicity, re