Re: Desiree

--00000000000020ebc106361dbe7a Content-Type: multipart/alternative; boundary="00000000000020ebc006361dbe79" --00000000000020ebc006361dbe79 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Absolutely. I'll touch base with Desiree on this and offer support should she need assistance speaking to Lifeguard. Best, Cristal On Tue, May 27, 2025 at 8:36=E2=80=AFAM Timothy Thomas wrot= e: > Good morning Cristal, > > Thank you for the detailed follow up. May I ask that she also consider > offering the lifeguard subscription to clients who are not financially > qualified or resistant to care for whatever reason? It's early days but > Cheryl has already sold 3 subscription clients. > > I'll listen to the calls today and provide feedback if needed. > > Best, > Tim > > On Fri, May 23, 2025 at 2:04=E2=80=AFPM Cristal Munoz = wrote: > >> Hi Tim, >> Chris and I touched base about this and learned that Desiree's lead to >> opportunity is the main driver. I also touched base with Desiree and >> uncovered that she was confused on the "qualifying" process from lead to >> opportunity. She was closing leads out for being below our hourly minimu= m >> hours or when callers were saying "our prices are too high" without gett= ing >> a specific budget. >> >> I clarified the following: >> >> - As long as someone is 1) Looking for home care 2) In our >> service area and 3) knows our rates, it's considered qualified regard= less >> of the hours they are seeking unless they say they "can't afford." Th= is >> means we need to review minimums & rates. >> - For example, If someone wants 1 hr of care every week because that >> is all they can afford, that would be not financially qualified and a= Lead. >> If they only want 1 hr because mom is resistant or the care needs are= not >> significant but the rates are not an issue, that is an Opportunity. >> >> I also re-shared our Salesforce stages doc with her as a reference sheet= . >> Desiree has quite a few leads sitting in "pending qualification" that sh= e >> is going to review to ensure she is moving to opportunity correctly. We >> also discussed continuing to follow her scheduled assessments to ensure >> they get completed and ultimately start care. I have attached a couple o= f >> her calls below for reference. >> >> Best, >> Cristal >> >> On Fri, May 23, 2025 at 12:36=E2=80=AFPM Timothy Thomas = wrote: >> >>> Hi Cristal, >>> >>> I was reviewing Desiree=E2=80=99s performance in Tableau earlier today = and >>> noticed that her conversion rate appears to be quite low, which was >>> unexpected. >>> >>> Have you had a chance to look into this, or do you have any initial >>> insights you can share? >>> >>> Additionally, would it be possible to pull a few recent intake calls fo= r >>> Timon and me to review? We=E2=80=99d like to better understand the cont= ext and >>> explore how we can best support Desiree=E2=80=99s success. >>> >>> Appreciate your help, >>> Tim >>> >>> >>> -- >>> >>> *Tim Thomas* >>> Head of Midwest & Canada Divisions | *TheKey* >>> Mobile: 514.591.9387 >>> [image: TheKey] >>> >> >> >> -- >> >> Sincerely, >> >> Cristal Munoz >> >> Inside Sales Manager >> >> cmunoz@thekey.com >> >> TheKey.com >> >> --=20 Sincerely, Cristal Munoz Inside Sales Manager cmunoz@thekey.com TheKey.com --00000000000020ebc006361dbe79 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Absolutely. I'll touch base with Desiree o= n this and offer support should she need assistance speaking to Lifeguard.= =C2=A0 Best, Cristal On Tue, May 27, 2025 at 8:36=E2=80=AFAM Timothy Thomas < tt@thekey.com > wrote: Good morning Crista= l, Thank you for the detailed follow up. May I ask that = she also consider offering the lifeguard subscription to clients who are no= t financially qualified or resistant to care for whatever reason? It's = early days but Cheryl has already sold 3 subscription clients.=C2=A0 I'll listen to the calls today and provide=C2=A0feed= back if=C2=A0needed. Best, Tim On F= ri, May 23, 2025 at 2:04=E2=80=AFPM Cristal Munoz < cmunoz@thekey.com > wrote: Hi Tim,= Chris and I touched base about this and learned that Desiree's= lead to opportunity is the main driver. I also touched base with Desiree a= nd uncovered that she was confused on the "qualifying" process fr= om lead to opportunity. She was=C2=A0closing=C2=A0leads out for being below= our hourly minimum hours or when callers were saying "our prices are = too=C2=A0high" without=C2=A0getting a specific=C2=A0budget. = I clarified the following: As long as someone is=C2=A0 1) Looking for home care 2) In our = service=C2=A0area and 3) knows our=C2=A0rates, it's considered qualifie= d regardless of the hours they are seeking unless they say they "can&#= 39;t afford." This means we need to review minimums=C2=A0& rates. For example, If someone wants 1 hr of ca= re every week because that is all they can afford, that would be not financ= ially qualified and a Lead