Fwd: Document shared with you: "Salesforce Stages"

--000000000000507fe90626b97dc9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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) Date: Thu, Nov 7, 2024 at 9:02=E2=80=AFAM Subject: Document shared with you: "Salesforce Stages" To: Cc: , , , 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 don'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 quick to close these opportunities, we will be able to generate more volume over 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] --000000000000507fe90626b97dc9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, Just= wanted to check to see if you approve this stages document and the Re-Enga= gement process that the RIMs will be utilizing.=C2=A0 I&#39;d like to roll = this out this week, if possible.=C2=A0 Thanks=C2=A0for your assistance. Chris PS: Beth Ann approved = this morning in a conversation=C2=A0with Cristal ---------- Forwarded message = --------- From: Christop= her Reese (via Google Docs) &lt; drive-shares-dm-no= reply@google.com &gt; Date: Thu, Nov 7, 2024 at 9:02=E2=80=AFA= M Subject: Document shared with you: &quot;Salesforce Stages&quot; To= : &lt; beth= ann.rosario@thekey.com &gt; Cc: &lt; audraw@thekey.com &gt;, &lt; cmunoz@thekey.com &gt;, &lt; kguerci@thekey.com &gt;= , &lt; tt@thekey.com = &gt; = Christopher Reese= shared a document <table style=3D"border-collapse:collapse;font-