--000000000000c3f8b3063d491247 Content-Type: multipart/alternative; boundary="000000000000c3f8b2063d491246" --000000000000c3f8b2063d491246 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey yall! Bee recently rolled out a consultation vs assessment process outlined below for your reference. Thanks and please let me know if you have any questions. Best, Cristal On Thu, Aug 14, 2025 at 12:43=E2=80=AFPM Cristal Munoz = wrote: > Hi everyone! I want to clarify a couple of things: > > 1) Clarity around: *Meeting with Other Agencies. *It's ok to make a call > when to pursue assessment vs consultation here based on certain scenarios= . > See examples below. > > Example 1: Caller mentions "I'm just shopping around right now" and not > ready for an assessment yet. In this instance, consultation would apply. > Example 2: We can have a great intake call with someone and they agree to > an assessment, but also let us know they will be meeting with 2 other > companies before making their decision. In this instance, an assessment > would apply. Care is a big investment and now the field will need to work > on closing the deal at this point. > > 2) Go Live on the "consultation" feature will be at 2pmPST/5pmEST > > > Thank you! > > On Thu, Aug 14, 2025 at 10:49=E2=80=AFAM Cristal Munoz wrote: > >> Hi team, >> We have an exciting update! We will be rolling out Consultation options >> for prospective clients. Please see how the difference between >> consultations and assessments are outlined, as well as the step-by-step >> guides for updating Salesforce here: Consultation vs. Assessment Job Aid= e >> .This >> process will go into effect today 08/14, so everyone please review the >> guide first thing this morning. Thanks and please let me know if you hav= e >> any questions. >> >> *What's Changing?* >> >> - We will be scheduling "consultations" for prospects we wouldn't >> previously meet with >> - This includes: *cost hesitancy, starting care in the future >> information gathering phase, third party information gathering, resis= tance >> to care* to name a few. The full list is found on our process doc in >> the *"Reminders" tab*. >> >> *Goal* >> >> - We want every opportunity possible to get in front of families and >> talk about Why TheKey is the right fit >> - Our CSMs will tailor the conversation differently in a consultation >> to create more buy-in and either complete an assessment during the >> consultation or schedule one for a later time >> >> *Process* >> >> - Outlined in the step by step guide on how to schedule a >> Consultation vs. Assessment job aide. >> >> *Risk of Mistake: Opportunity will stay as Assessment Pending and then >> "Consult" should be selected* >> >> *Incentives* >> >> - As of right now, there are no incentives on the RIM or field side >> for scheduling consults, but we will let you know if that changes. >> >> This process is new for everyone and will be monitored very closely. >> Please flag any c