--00000000000012f3cf05f28d2ffb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra, Thanks so much for reaching out with this feedback. Our Intake team has gained a few new team members so we'll review the process for scheduling phone assessments only for this region with the team. Our apologies for any confusion! We are staying away from warm transfers for now as those have proven to be unsuccessful & not a good client experience so far=E2=80=94 but we'll email= your office right away with all of the details to request an immediate call to the family for anything urgent. And we typically call the local team when it's urgent to give a heads up if we aren't getting a response via email right away. Appreciate the feedback! Please let me know if you have any questions. On Wed, Jan 18, 2023 at 5:42 AM Audra Williams wrote: > Hi Julia! > > We are noticing that in person assessments are being set for caring.com > leads in the Northeast division and I wanted to see if you had any insigh= t > on this or if you could please remind the team to either do a warm transf= er > to the local team if it is a hot lead that needs that in person or push t= o > the opportunity so that the local care solutions team can then set the > assessment. If there has been a process change around this topic, please > let us know as I could have missed the memo. > > Please let me know if you have any questions. Thank you so much!! > > Best, > > -- > Audra Williams > Director of Business Support > *Please note my email has changed:* > audraw@TheKey.com > (425) 757-7027 > TheKey.com > [image: TheKey] > --=20 Julia Jenkins Director of Inside Sales *Please note my email has changed:* jujenkins@TheKey.com c: (805) 717-7606 TheKey.com [image: TheKey] --=20 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 e= mail 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/CAFRb7u6XNJDpnsoN= zXjKvo%2B80yqCat8NebBCurxX9nTqM272ZA%40mail.gmail.com. For more options, visit https://groups.google.com/a/thekey.com/d/optout. --00000000000012f3cf05f28d2ffb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Audra, Thanks so much for reaching o= ut with this feedback. Our Intake team has gained a few new team members so= we'll review the process for scheduling phone assessments only for thi= s region with the team. Our apologies for any confusion!=C2=A0 We are staying away from warm transfers for now as those have = proven to be unsuccessful & not a good client experience so far=E2=80= =94 but we'll email your office right away with all of the details to r= equest an immediate call to the family for anything