Sorry I missed our call this morning! I am happy to explain as I also
found out second hand about 10 mins before I sent the initial email.
If you have specific questions, please email Julia Jenkins as she is
spearheading this. Julia is wonderful and will be able to help answer any
questions and add clarity to this.
I have cc'd her on this thread.
Best,
On Fri, Nov 18, 2022 at 10:11 PM Angie Markwell <angie.markwell@thekey.com>
wrote:
> I am not sure I know to be honest as I found out about it second hand at a
> Board meeting. Audra will try to explain Monday on our call.
>
> On Fri, Nov 18, 2022 at 11:06 AM Jay Skypeck <jason.skypeck@thekey.com>
> wrote:
>
>> Good morning,
>> Could we please discuss this on our next regional meeting? I'd like to
>> walk through this process to ensure local resources align with what is
>> remotely discussed with the prospective clients.
>> Thanks,
>> Jay
>>
>>
>> Jay Skypeck
>> *Regional Director Greater Boston*
>>
>>
>> *445 Washington StreetWellesley, MA 02482617.910.6922*
>> Jason.Skypeck@TheKey.com
>>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Nov 16, 2022 at 1:01 PM Audra Williams <audraw@thekey.com> wrote:
>>
>>> Sorry, Tim! This doesn't include Canada.
>>>
>>> Best,
>>>
>>> On Wed, Nov 16, 2022 at 11:55 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Anything for Canada here?
>>>>
>>>> On Wed, Nov 16, 2022 at 12:45 PM Audra Williams <audraw@thekey.com>
>>>> wrote:
>>>>
>>>>> Good morning everyone,
>>>>> I wanted to bring attention around a new lead/opportunity source for
>>>>> the company. The company has started to receive paid leads that are being
>>>>> managed by a subset of the inside sales team. They will be taking these
>>>>> leads,qualifying them and moving them to opportunities ready for
>>>>> assessments. As some of the system changes are still being created, your
>>>>> teams may start to see some of these leads come through.
>>>>> 1. Any lead that we see as Caring.com, leave alone. The inside sales
>>>>> team will work that lead until an opportunity arises
>>>>> 2. Distribution Lists: Ideally we would want all opportunities to go
>>>>> to the care solutions managers to pick up and continue to move through the
>>>>> pipeline. Please ensure that all office distribution lists are up to date
>>>>> so the appropriate team members receive these opportunities.
>>>>> 3. This team went live on 11/14, so please provide feedback so we
>>>>> can make operational adjustments that work for the teams. You can send
>>>>> those to me as well as the intake specialist that sent the lead.
>>>>> 4. Ideally the office would receive a soft hand off for these
>>>>> opportunities but that may not always be the case. When there
>>>>> opportunities come through, please address them quickly, schedule
>>>>> assessment as noted and circle back around with the intake specialist that
>>>>> is working the lead.
>>>>>
>>>>> Please let me know if you have any questions and I will be happy to
>>>>> try to answer those or connect you to who will know. Please also share
>>>>> with your care solutions team.
>>>>>
>>>>> Best,
>>>>>
>>>>> --
>>>>> Audra Williams
>>>>> Director of Business Support
>>>>> *Please note my email has changed:*
>>>>> audraw@TheKey.com
>>>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>>>> (425) 757-7027
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>> --
>>>>> You received this message because you are subscribed to the Google
>>>>> Groups "Northeast/Canada Regional Operation Directors" group.
>>>>> To unsubscribe from this group and stop receiving emails from it, send
>>>>> an email to
>>>>> northeastcanada-regional-operation-directors+unsubscribe@thekey.com.
>>>>> To view this discussion on the web visit
>>>>> https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CAKGNFV6yMFVQSkY6pC8LpOCMiVX2LDkp%2Bp0sF3N9eLdg-ep%2B1A%40mail.gmail.com
>>>>> <https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CAKGNFV6yMFVQSkY6pC8LpOCMiVX2LDkp%2Bp0sF3N9eLdg-ep%2B1A%40mail.gmail.com?utm_medium=email&utm_source=footer>
>>>>> .
>>>>> For more options, visit
>>>>> https://groups.google.com/a/thekey.com/d/optout.
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Audra Williams
>>> Director of Business Support
>>> *Please note my email has changed:*
>>> audraw@TheKey.com
>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>> (425) 757-7027
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>> --
>>> You received this message because you are subscribed to the Google
>>> Groups "Northeast/Canada Regional Operation Directors" group.
>>> To unsubscribe from this group and stop receiving emails from it, send
>>> an email to
>>> northeastcanada-regional-operation-directors+unsubscribe@thekey.com.
>>> To view this discussion on the web visit
>>> https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CAKGNFV5xNZsLYQ1_Omc5RJ6N147Eo1wS5YxhmmFiqLC9FJoyyw%40mail.gmail.com
>>> <https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CAKGNFV5xNZsLYQ1_Omc5RJ6N147Eo1wS5YxhmmFiqLC9FJoyyw%40mail.gmail.com?utm_medium=email&utm_source=footer>
>>> .
>>> For more options, visit https://groups.google.com/a/thekey.com/d/optout.
>>>
>> --
>> You received this message because you are subscribed to the Google Groups
>> "Northeast/Canada Regional Operation Directors" group.
>> To unsubscribe from this group and stop receiving emails from it, send an
>> email to
>> northeastcanada-regional-operation-directors+unsubscribe@thekey.com.
>> To view this discussion on the web visit
>> https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CABGo15dZ1_ZCeUy8RPoNq7P96S6tkaJ3OK7oUMKJhjn8YXpKPQ%40mail.gmail.com
>> <https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CABGo15dZ1_ZCeUy8RPoNq7P96S6tkaJ3OK7oUMKJhjn8YXpKPQ%40mail.gmail.com?utm_medium=email&utm_source=footer>
>> .
>> For more options, visit https://groups.google.com/a/thekey.com/d/optout.
>>
>
Audra Williams
Director of Business Support
*Please note my email has changed:*
audraw@TheKey.com <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
(425) 757-7027
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>