Hi Audra
Here is the link to the Midwest intake template workbook for each office.
https://docs.google.com/spreadsheets/d/11_-bi1__NE3Zgv5Ey7ptolydmwyo9Gw_2YdBBFgVQb4/edit?usp=sharing
Best,
Jennifer Piper
Regional Director, Midwest Region
*Please note my email has changed:*
jennifer.piper@TheKey.com <Jennifer.Piper@TheKey.com>
C- (414) 309-4604
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>
On Thu, Jun 13, 2024 at 4:44 PM Audra Williams <audraw@thekey.com> wrote:
> Hi All!
>
> Where are we at with this?
>
> Best,
>
> On Fri, Jun 7, 2024 at 12:28 PM Audra Williams <audraw@thekey.com> wrote:
>
>> Hi All!
>>
>> I wanted to provide a template for the office information that should be
>> collected as a starting point. We will then take this information and
>> populate into Salesforce for both our Regional Intake and Call Center teams
>> to reference for successful Intake conversations. Hopefully this provides a
>> good jumping off point to get started.
>> Regional Intake Office Information Template
>> <https://docs.google.com/spreadsheets/d/1qhUzpJQA7FCD-4zajFEAjLPtzstzNYgx_lLtzXT5sEk/edit#gid=0>
>>
>> Here's an example of Office information we had provided our national
>> intake team with in the past for reference: *SouthWest Playbook*
>> <https://docs.google.com/document/d/1i-YV8a5V0IAJ-pSovpSP-flK9qqjCAoC74AuxwiwC7M/edit>
>>
>> I would love to eventually have a playbook for each location BUT have all
>> of the info live in Salesforce as a central location!
>>
>> Next Steps:
>>
>> - Identify Point Person for each location (I want to be mindful of
>> the GM's bandwidth). This could be the GM, the Regional Intake Manager, etc.
>> - Information Template to be completed and returned to Audra by end
>> of day Tuesday.
>>
>> Please let me know if you have any questions or need me to connect with
>> the point person. I am also happy to meet with smalls groups within your
>> regions as well.
>>
>> Best,
>>
>> --
>> Audra Williams
>> Director, Divisional Operations
>> (425) 757-7027
>> TheKey.com <https://www.thekey.com/>
>>
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Audra Williams
> Director, Divisional Operations
> (425) 757-7027
> TheKey.com <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>