Re: Important: Upcoming CSM Training & Conversion Goals

--0000000000005af92106369c4544 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Diane, Per Melissa, we would like to trail this training with the 23 identified CSMs first. If we are able to see improvement in their performance, we will extend the training to other team members. Separately, my team is working on the development of a new CSM onboarding training plan. I will be sure to share more information in July! On Fri, May 30, 2025 at 2:04=E2=80=AFPM Diane Mockenhaupt wrote: > Hi Mansi, > > All three of my CSMs are on this list - which is great! - I have a > fourth,a new CSM, Venus Hurd-Johnson, can she also do this training? It > may be very helpful for her and awkward if she is the only CSM not > attending. > > On Fri, May 30, 2025 at 2:49=E2=80=AFPM Mansi Mehta w= rote: > >> Hi Sericca & team, >> >> Here >> >> is the list of the CSMs. Please refer to the CSMs that are highlighted. >> >> On Fri, May 30, 2025 at 12:38=E2=80=AFPM Sericca Latimer >> wrote: >> >>> Hello Mansi, >>> >>> When can we expect the list of the 23 CSM's to be sent out, so we know >>> if this includes any of our CSM's? >>> >>> All my Best, >>> >>> Sericca Latimer >>> >>> General Manager | TheKey >>> >>> Mobile: 509.666.5252 >>> >>> >>> >>> >>> >>> On Fri, May 30, 2025 at 12:35=E2=80=AFPM Mansi Mehta wrote: >>> >>>> Hello all, >>>> >>>> We're about to kick off a crucial training initiative for some of our >>>> CSMs. The goal of this program is to significantly improve their >>>> assessment-to-SOC (Start of Care) conversion rates. We're aiming for a= n *80% >>>> conversion rate for the participating CSMs by the end of week four* of >>>> the training. >>>> >>>> Melissa has identified *23 CSMs* who will be taking part in this >>>> focused training. >>>> ------------------------------ >>>> Talking Track for Your CSMs >>>> >>>> Next week, please connect with your respective CSMs to discuss the >>>> upcoming training and set clear expectations. Here's a suggested talki= ng >>>> track you can use: >>>> >>>> You've been identified to partake in a mandatory four-week training >>>> bootcamp designed to help improve your assessment-to-SOC conversion ra= te. >>>> This is a fantastic opportunity to strengthen your skill set and build= new >>>> ones. >>>> >>>> Calendar invites will be sent out next week by Mansi Mehta, and the >>>> training will officially begin the *week of June 9th*. Training >>>> sessions will be recorded, and attendance will be monitored to ensure >>>> everyone gets the most out of the program. >>>> >>>> Training will be held every *Wednesday at 8:00 AM PST / 10:00 AM CST / >>>> 11:00 AM EST*. >>>> >>>> Attached below is a snapshot of the training objectives. Each week, th= e >>>> CSMs will leave with action items, whether it's an exercise guide they= need >>>> to complete or practical skills application during assessments. >>>> >>>> During this time, we ask that you either identify a strong CSM in your >>>> office to join the