Re: Referrals

From
Vanessa Andrade <vanessa.andrade@homecareassistance.com>
To
Joey Taylor <joey.taylor@homecareassistance.com>
CC
Matt Vijayan <mvijayan@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 15 Nov 2022 13:57:02 -0500
Folder
INBOX
--0000000000008c8cb005ed86ecfb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Joey for your feedback and for running the report again! I have corrected the Doreen Hansell referral: It is now word of mouth. If there is anything else to change, let me know. Thanks! On Tue, Nov 15, 2022 at 1:37 PM Joey Taylor wrote: > Hey Vanessa and Team, > > Great work Vanessa in your first pipeline. Your report was accurate!! And > you were very knowledgeable of your opportunities and SOC. > > 1. Caroline White - Residence Les Jardins Interieurs > 2. Luciana Pulcini - Lianas > 3. Gilles Delorme - Altomedic > 4. Doneen Hansell - Word of Mouth > @Vanessa Andrade You had put this as a > client referral because the neighbor had used our service and talked abou= t > us. I believe this would be more classified as Word of Mouth as the > neighbor is not a referral partner. If you can correct in SalesForce, > please! > 5. Father of Sophie. This is the case, where Carolyn (Ambassador) found > the client asking about care in a Facebook group. Vanessa had put employe= e > referral in SalesForce which I believe would be the correct tag. @Timothy > Thomas Is that correct? > > Thanks, > > *Joey Taylor* > *Regional Care Solutions Manager/Directeur r=C3=A9gional des solutions de= soins* > Home Care Assistance/Soins =C3=A0 domicile > Office: 514-907-5065 > Fax: 514-221-4265 > 4464 Ste Catherine West > Westmount, QC, H3Z1R7 > HomeCareAssistanceMontreal.ca > > Read Our Testimonials > > We Are Hiring! > > > Champions of Longevity > --0000000000008c8cb005ed86ecfb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank=C2=A0you Joey for your feedback = and for running the report again! I have corrected= the Doreen Hansell referral: It is now word of mouth. If there is anything= else to change, let me know. Thanks! = On Tue, Nov 15, 2022 at 1:37 PM Joey = Taylor &lt; joey.taylo= r@homecareassistance.com &gt; wrote: Hey Vanessa and Team, Great= work Vanessa in your first pipeline. Your report was accurate!! And you we= re very knowledgeable=C2=A0of your opportunities and SOC.=C2=A0=C2=A0 1. Caroline White - Residence Les Jardins Interieurs 2. Luciana Pulcin= i - Lianas 3. Gilles Delorme - Altomedic 4. Doneen Hansell - Word of = Mouth @Vaness= a Andrade =C2=A0You had put this as a client=C2=A0referral=C2=A0because = the neighbor had used our service and talked about us. I believe this would= be more classified as Word of Mouth as the neighbor is not a referral part= ner. If you can correct in SalesForce, please! 5. Father of Sophie. This= is the case, where Carolyn (Ambassador) found the client asking about care= in a Facebook group. Vanessa had put employee referral=C2=A0in SalesForce = which I believe would be the correct tag.=C2=A0 @Timothy Thomas =C2=A0Is that correct? Thanks, Joey Taylor = Regional Care Solutions Manager/Dir= ecteur r=C3=A9gional des solutions de soins Home Care Assistance/Soi= ns =C3

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