Change to Pipeline Meeting Facilitation Playbook

From: Audra Williams <audraw@thekey.com>
To: Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>
CC: Chad Everitt <chad.everitt@thekey.com>, Ashley Mirone <amirone@thekey.com>
Date: Mon, 22 Apr 2024 05
Folder: INBOX

Hi All!

There were some follow up concerns around the criteria for moving a lead to
an opportunity.  We heard the concerns and officially changed this!!
Please see below and let your teams know of this formal change.

A Lead is any prospective client prior to being qualified. Once qualified,
it can be converted to an opportunity. To be determined qualified, a lead
must meet these three criteria:

   1.

   In our service area
   2.

   Looking for our services
   3.

   *Financially qualified for the quoted rate. *

If a prospect can afford our services, but chooses not to move forward due
to the rate, please move to an opportunity and choose the option,
"Unwilling to Pay Rate- Did Not Find Value in Price"

Please let me know if you have any questions!

Best,

Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>

[image: TheKey] <https://homecareassistance.com/>

Change to Pipeline Meeting Facilitation Playbook

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