Re: AX Reschedule Data

From
Gregory Meyers <greg.meyers@thekey.com>
To
Chris Gerard <chris.gerard@thekey.com>
CC
Bryan Carter <bryan.carter@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Matthew Albano <matthew.albano@thekey.com>
Date
Thu, 26 Mar 2026 18:19:07 -0700
Folder
INBOX
--0000000000003f6380064df74a86 Content-Type: multipart/alternative; boundary="0000000000003f637f064df74a85" --0000000000003f637f064df74a85 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Agree Chris, that'll help build the financial value. @Bryan Carter Let's get Sonu to scope out what this would take to complete (resources, dollars, systems, etc) and how quickly it could get deployed. Might be good to get an RDO to pair up with you that could ensure we have end-to-end feedback. Thanks, Greg On Thu, Mar 26, 2026 at 1:24=E2=80=AFPM Chris Gerard wrote: > Can we see if there is a dropoff of "assessments completed" for the > rescheduled ones? > > On Thu, Mar 26, 2026 at 1:16=E2=80=AFPM Bryan Carter > wrote: > >> Team, >> >> To understand the need of a better solution for scheduling assessments a= t >> a time that works with the local team, I had Vince pull the YTD number o= f >> reschedules by office. The detailed data by office with a summary at the >> Regional level is attached. >> >> - YTD, about 6% of AX have been rescheduled. >> - Of those rescheduled, about 14% happened within 10 minutes, which I >> assume was the LHA making a change. >> - The remaining 86% occurred after 10 mins, which likely indicates >> it was rescheduled at the local level. >> >> >> [image: image.png] >> >> Let me know if you have any questions or thoughts on other ways to >> analyze this. >> >> Thank you. >> -- >> Bryan Carter >> VP of Inside Sales >> bryan.carter@thekey.com >> Mobile: (901) 489-3960 >> https://thekey.com >> >> > > > -- > Kind Regards, > > > *Chris Gerard* > CEO | *TheKey* > Mobile: 817-313-7913 > [image: TheKey] > --0000000000003f637f064df74a85 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Agree Chris, that&#39;ll help build the financia

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