Hi Cheryl,
Typically once the assessment has been booked by the intake manager, the
opportunity ownership is transferred to the CSM conducting the assessment.
Once an assessment is completed, the CSM is typically the one handling
future follow ups since they met with the family.
If your office is doing something different, let's set up a call to discuss
further.
Best,
Cristal
On Thu, Nov 14, 2024 at 7:26 AM Cheryl Cartwright <ccartwright@thekey.com>
wrote:
> Hi Cristal,
>
> What is the policy for opportunity owners after the assessment is done?
> Does it stay with the intake manager until pushed into clear care or does
> it change to the CSM?
>
> Not all assessments convert right away and most of the time Intake
> managers are the ones to send paperwork. Clients shouldn’t be pushed into
> Clear Care until after we get paperwork. To avoid having to go back and
> forth it would seem logical to me that the opportunity stays with to the
> intake until it’s in clear care and then becomes the “property” of the CsM
> but if there is a policy around this please let us know.
>
> Cheryl
>
--
Sincerely,
Cristal Munoz
*Inside Sales Manager*
Please note my email has changed:
cmunoz@thekey.com
TheKey.com <https://www.thekey.com/>