Fwd: Report for recent assessments and "closed-won" client not yet started

From: Angie Markwell <angie.markwell@thekey.com>
To: Kimberly Guerci <kguerci@homecareassistance.com>, Lauren McGraw <lmcgraw@homecareassistance.com>, Jay Skypeck <jason.skypeck@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>, Audra Williams <audraw@homecareassistance.com>
Date: hu, 31 Mar 2022 00
Folder: INBOX

📎 Assessments_Limbo_starts_follow-up_3-27.xlsx; Assessments_Limbo_starts_follow-up_3-27.pdf

New report i will be getting and reviewing - preview and would love your
eyes and input on what is happening. Thanks
From: Rebecca Howe <rhowe@thekey.com>
Date: Mon, Mar 28, 2022 at 10:38 AM
Subject: Report for recent assessments and "closed-won" client not yet
started
To: Executive Team <exec@homecareassistance.com>

Hi team,

Please see attached for the updated report.

Just a note on actions, the only lines that do not need any follow-up with
teams are on the assessment tab that say, "Started service." Those that did
not convert or who have been deactivated (assessment and post contract
tabs, respectively) should get follow up around if it could have been
avoided. You can think of these as learning opportunities. These are red in
the report. The "Still active to convert" are the highest priority for
follow-up because they may still result in new clients, but they are
stalled for whatever reason.

By using the opportunity link, you can also go straight to the record to
see if there is anything to be gleaned from their various notes and
follow-ups.

Finally, please note any confusion or friction points that arise, because
as a beta report, we will want to work as many of those out before
automation.

BW, Rebecca

Rebecca Howe
Head of Analytics
*Please note my email has changed:*
rhowe@TheKey.com <https://brand.thekey.com/esg/Rebecca.Howe@TheKey.com>
TheKey.com <https://www.thekey.com/>
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