--000000000000a0eba1064a8f567d Content-Type: multipart/alternative; boundary="000000000000a0eba0064a8f567c" --000000000000a0eba0064a8f567c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Not doing this Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] ---------- Forwarded message --------- From: Cristal Munoz Date: Wed, Feb 11, 2026 at 11:15=E2=80=AFAM Subject: Fwd: Tier 4 Clients Intake & Local Teams To: Timothy Thomas , Timon Page , Chuck Terlesky , Dennis Fancy , Joey Taylor , Sharon Speirs , Desiree A. HI Canada team, Passing along the below to you all as well. Best, Cristal ---------- Forwarded message --------- From: Amanda Ominsky Date: Tue, Feb 10, 2026 at 11:54=E2=80=AFAM Subject: Tier 4 Clients Intake & Local Teams To: , Regional Directors , GeneralManagers Cc: Bryan Carter , Matthew Albano , Cristal Munoz , Audra Williams , Bridgett Scherer (Bee) Hey Everyone - @Bryan Carter from Inside Sales, in collaboration with @Bridgett Scherer (Bee) and @Audra Williams from Operations, has worked to streamline the Tier 4 qualifying process. Please review the talking points below along with the local team=E2=80=99s SOP. To improve communication consistency, clients requesting fewer than 30 hours of weekly care and fewer than 31 days of service will be classified as Tier 4. The field will only accept Tier 4 clients for SAP Referral Accounts. A $25 per hour premium fee will apply to all Tier 4 clients and must be approved by the local office prior to scheduling a phone assessment= . For the LHA team, intake scripting will focus on encouraging clients to exceed the 30-hour threshold whenever possible, with the goal of converting to Tier 3 clients. The LHA team will use the following language during intake calls: *=E2=80=9CPlease be aware that there is an hourly upcharge for a schedule t= hat is less than 31 days of care.=E2=80=9D * The LHA team will only disclose the $25 per hour premium if the client specifically asks about pricing. Otherwise, the local office will manage that discussion if the client proceeds to an assessment. All Tier 4 clients will be scheduled for a phone assessment only. Please Review: Local Operations: SOP for Tier 4 Clients LHA Team: Qualifying and Scripting for Tier 4 Clients Thank you, Amanda J. Ominsky Manager of Inside Sales | TheKey Mobile: 860-430-4586 [image: image.png] --=20 Cristal Munoz Inside Sales Manager cmunoz@thekey.com Mobile: (616) 729-8114 https://thekey.com --000000000000a0eba0064a8f567c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Not doing this=C2=A0 Joey Taylor Directeur G=C3=A9n=C3=A9r= al/ General Manager 514-907-5065 TheKey.ca =C2=A0=C2=A0 = <p dir=3D"ltr" st