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/>
>>>>
>>>> --
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>>>
>>>
>>> --
>>> 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/>
>>
>> --
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>> <https://groups.google.com/a/thekey.com/d/msgid/northeastcanada-regional-operation-directors/CAKGNFV5xNZsLYQ1_Omc5RJ6N147Eo1wS5YxhmmFiqLC9FJoyyw%40mail.gmail.com?utm_medium=email&utm_source=footer>
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