Assessment vs. Consultation Follow Up

From
Bridgett Scherer <bscherer@thekey.com>
To
GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <regionaldirectors@thekey.com>, Sales Leadership Team <salesleadership@thekey.com>
CC
Shadi Gholizadeh <shadi@thekey.com>, Megan Harris <megan.harris@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>
Date
Wed, 13 Aug 2025 11:01:18 -0700
Folder
INBOX
--00000000000086efb0063c42f284 Content-Type: text/plain; charset="UTF-8" Hi all, Thank you all for your time today. Attached please find a helpful job aid that will highlight more of the differences between consultations and assessments, as well as the step-by-step guides for updating Salesforce. Leaders, please cascade this information with your teams. *The consultation option in Salesforce will go live tomorrow, Thursday 8/14.* As always, if you have any questions or concerns, please reach out to myself, Tiffany, or Audra, and we'd be happy to help. Consultation vs. Assessment Job Aide Thank you, Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 --00000000000086efb0063c42f284 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all,=C2=A0 Thank you all = for your time today. Attached please find a helpful job aid that will highl= ight more of the differences between consultations and assessments, as well= as the step-by-step guides for updating Salesforce. Leaders, please cascade this information with your teams. The consult= ation=C2=A0option in Salesforce will go live tomorrow, Thursday 8/14. As always, if you have any questions=C2=A0or concer= ns, please reach out to myself, Tiffany, or Audra, and we&#39;d be happy to= help. Consultatio= n vs. Assessment Job Aide Thank you,=C2=A0 Bridgett Sch= erer Director, C= lient Experience |=C2=A0 TheKey Mobile: = 425.429.1064 <img src=3D"https://lh7-rt.go= ogleusercontent.com/docsz/AD_4nXeUO7flSLQydvTJYONn_BZE5ZqpF2M2xnCk0fLqiMSfv= Vv19USQj6sEydgZTeyQ-jY3eJOqwHLLape2qBFd7gC5zTcRzlSuKjzc6-FO_zMXhIv37zEfpDtr= RVGosghQH2rPTg7aNQ?key=3DV5mKPZVpqe0VLi

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