Got It!
On Tue, Dec 17, 2024 at 11:07 AM Timothy Thomas <tt@thekey.com> wrote:
> Good morning,
>
> Over the past month, our Client Success Managers (CSMs) have raised
> concerns that they have been sent to assessments by our Intake team that
> were not truly ready for a formal care plan assessment. In many cases,
> these sessions have been more informational rather than an actual
> assessment, which is impacting our conversion rates.
>
> Moving forward, if you notice any similar situations, please report them
> to Cristal (cc’d) so she can review the case and determine if additional
> feedback or training is needed.
>
> Thank you.
>
> --
>
> *Tim Thomas*
> Head of Midwest & Canada Divisions | *TheKey*
> Mobile: 514.591.9387
> [image: TheKey] <https://www.thekey.com/>
>