--0000000000008a9ff2064e68f753 Content-Type: multipart/alternative; boundary="0000000000008a9ff1064e68f752" --0000000000008a9ff1064e68f752 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Leaders, I wanted to share this update with you. -- Bryan Carter VP of Inside Sales bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com ---------- Forwarded message --------- From: Bryan Carter Date: Wed, Apr 1, 2026 at 11:47=E2=80=AFAM Subject: Intake Scorecard is Live To: Shadi Gholizadeh , Gregory Meyers , Chris Gerard , Nicole Bays , Emma Zumsen , Emily Kraeter , Sonu Singh Cc: Matthew Albano Team, I wanted to update this group on our QA scorecard for intake. We have implemented a scorecard that can be used for manual evaluations by our Managers and used for automated scoring with Zoom's AI feature. *Summary* - Manual scoring of calls is ad-hoc, and the final score and comments are shared with the LHA immediately in Zoom. The LHA must acknowledge th= e score and the feedback. - Automated scoring is set with these parameters: - Inbound - Any inbound call lasting 1 minute or longer. - Outbound - Any outbound call lasting longer than 3 minutes (to avoid scoring voicemails). *Scorecard* - The scorecard is broken into *5 sections* to match our 5-Step Sales process. [image: image.png] [image: image.png] [image: image.png] [image: image.png] [image: image.png] [image: image.png] [image: image.png] [image: image.png] [image: image.png] -- Bryan Carter VP of Inside Sales bryan.carter@thekey.com Mobile: (901) 489-3960 https://thekey.com --0000000000008a9ff1064e68f752 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Leaders, I wanted to share this update with you. -- Bryan Carter <td style=3D