--0000000000004611f30627c3255a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, but there is ongoing discovery and improvements to be made. Saint John's and I have been in discussions regarding updated community protocols, specifically surrounding our CGs interactions with RAs. This is their biggest focus. I am building out the protocols for the office using this link in the sales enablement playbook ( https://drive.google.com/drive/u/0/folders/1sLw70OKCKXiItz4iLVnDjamStcSLWx0= 7 ) I will update this and place this on a shared drive for Milwaukee once complete. Please let me know if there are any other items for my attention that would be beneficial from your perspective. Thank you sir! On Mon, Nov 25, 2024 at 3:01=E2=80=AFPM Denny Roebel wrote: > Micah - > > Do we have community protocols for this community? This would be a great > intervention. If not, you can find this in the sales enablement playbook= . > Happy to walk you through it if you'd like. > > -Denny > > On Mon, Nov 25, 2024 at 3:59=E2=80=AFPM Micah Jakoblich micah.jakoblich@thekey.com> wrote: > >> Hello , >> >> There is a Service Level Intervention needed on the following account. >> Please see the details below and respond within the intervention of what >> steps have been taken to remediate the relationship and whether it has b= een >> brought back to "Resolved and saved". Closing out of this intervention c= an >> be done by documenting the steps in the "Status of relationship" field a= nd >> marking the referral relationship status as "Resolved and saved" or >> "Resolved but lost". >> >> Please see the link here: a0cUH000003MfsQYAS >> >> >> Referral Account: Saint John's On The Lake >> >> Referral Account Owner: Micah Jakoblich >> >> Status of the Referral Partner Relation: >> >> Office: Milwaukee >> >> Category: Senior Community >> >> SAP Account? Yes >> >> Last First Time Client Start Date: Tue Oct 01 00:00:00 GMT 2024 >> >> Client Starts - Last 12 months: 1.0 >> >> Starts T&E Client %: 75.0 >> > --=20 *Micah Jakoblich* *Milwaukee Account Manager * (414) 964-8000 (414) 242-5803 TheKey.com [image: TheKey] --0000000000004611f30627c3255a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes= , but there is ongoing discovery and improvements to be made. Saint John's and I have been in di= scussions regarding updated community protocols, specifically surrounding o= ur CGs interactions with RAs. This is their biggest focus.=C2=A0 I a= m building out the protocols=C2=A0for the office using this link in the sal= es enablement playbook ( https://drive.google.com/drive/u/0/fo= lders/1sLw70OKCKXiItz4iLVnDjamStcSLWx07 ) I will update this and place this on a shared drive fo= r Milwaukee once complete. Please let me know if there are any other items = for my attention that would be beneficial from your perspective.=C2=A0 Thank you sir! On Mon, Nov 25, 202= 4 at 3:01=E2=80=AFPM Denny Roebel < denny.roebel@the