=?UTF-8?Q?Re=3A_New_Intake_Training_Now_Live_=E2=80=93_A_Strong_Founda?= =?UTF-8?Q?tion_for_the_Art_of_Intake?=

--000000000000183cb3064ab89c23 Content-Type: multipart/alternative; boundary="000000000000183cb2064ab89c22" --000000000000183cb2064ab89c22 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! I wanted to check in to see if anyone had any comments or questions regarding the training as it will roll out to the CSM's on Monday. Please let me know if you do! Best, On Thu, Feb 5, 2026 at 3:12=E2=80=AFPM Audra Williams w= rote: > Hi Team! > > We=E2=80=99re excited to share that our new mandatory "From Home Care Inq= uiry to > In-Home Care Assessment: is officially live in the learning portal! You c= an > find the learning portal in your thekey.com bookmarks > Learning Portal > > Choose From Home Care inquiry to In-Home Assessment (See Screenshot) > > Launch. > [image: Screenshot 2026-02-05 at 12.18.43=E2=80=AFPM.png] > > > > > If you do not see the training in your dashboard, you can type "From Home > Care Inquiry to In-Home Care Assessment" in the search bar (see screensho= t > below). > [image: Screenshot 2026-02-05 at 12.16.55=E2=80=AFPM.png] > Please also make certain that you are completing the assessment after the > course (see screenshot below). > > > [image: Screenshot 2026-02-05 at 2.55.26=E2=80=AFPM.png] > > This training is designed to build a strong, consistent foundation around > the *art of intake, *one of the most critical moments in the client > journey. For some, this will be a great refresher; for others, it will be > much-needed reinforcement; and for many, it=E2=80=99s simply valuable kno= wledge to > strengthen confidence and consistency. The themes and tactics covered in > the course are also great refreshers for making suggestions and overcomin= g > objections during the assessment. > > Bee and I both completed the training start to finish, and it took > approximately one hour to complete. We intentionally wanted to roll this > out to *you* first so you have time to go through it, ask questions, and > feel fully prepared before it is cascaded to CSMs on 2/16. > > *Key details:* > > - > > Training is now live in the learning portal > - > > Estimated completion time: ~1 hour > - > > CSM rollout: 2/16 > - > > Completion deadline