--00000000000004514905ec198448 Content-Type: text/plain; charset="UTF-8" Thank you,Tim. *For referral based opportunities in Ontario*, my recommendation is to have an assessment conducted prior to the client consent agreement signing stage; for simplicity, respective HCLs can be involved in this process until the consent is obtained. This is based on the high competitive pressure and home care agencies saturation in GTHA and Waterloo markets. Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.com [image: TheKey] On Fri, Oct 28, 2022 at 10:46 AM Timothy Thomas wrote: > The care solutions manager is off today so I will need to speak to her on > Monday. Unfortunately the intake calls were not recorded. I've pulled some > notes on those accounts below since the inception of TheKey standard > implementation. > > I'm not opposed to defining a unique process for certain referral sites > whereby we send out a care solutions / client success manager by default > for an imperson assessment. Keep in mind this new SOC process was created > for scale. If a client is resistant to signing and requests a visit we are > sending out a team member. > > > > 1. The Kensington (As of September 2022) - 3 SOCs and 2 losses > 2. The Kensington (As of October 2022) - 1 opportunity Mason Wesley > (Call on October 24th, no answer. Follow up phone call on October 25th, > Kelsey answered the call. She said that everything with her and her husband > has been going very well. At this time she said they are managing well so > don't need additional support. If anything changes she will give us a call, > whether it is for ongoing support or if she will be out of the home for a > long period of time and wants peace of mind that someone is with Wesley) > > ------------------------- > > 1. Pearl and Pine (As of September 2022) - 2 SOCs > 2. Pearl and Pine (As of October 2022) - 1 opportunity Mr. Keith > (Chatter not updated, I need to find out more from Taylor on Monday) > > --------------------------- > > 1. The Williamsburg (As of September 2022) - 1 SOC > 2. The Williamsburg (As of October 2022) - 1 SOC and 1 Opportunity - > Mrs. Mathers (Spoke with Marion today, she remains interested in our > services while she recovers from her hip surgery and we discussed different > options of schedules. She remains on the waitlist for her surgery but feels > the surgery date will likely remain on December 16th. Her and I will > reconnect next month when it is closer to the surgery date) > > > On Fri, Oct 28, 2022 at 9:35 AM Matt Vijayan wrote: > >> Hi Tim, >> >> In Ontario, our competitors can use this process as a competitive >> advantage and steal business from us. Home Instead and Nurse Next Door >> provide complimentary assessment prior to signing the client consent. >> >> Three leads that came in from top referral accounts, The Williamsburg, >> Pearl & Pine and The Kensington, probably because of thi