--0000000000006fc3440637c99b5e Content-Type: multipart/alternative; boundary="0000000000006fc3440637c99b5d" --0000000000006fc3440637c99b5d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alyse, I'm writing to you today to discuss some trends I've noticed in the pipeline report for Columbus. Specifically, I've observed a 6% decrease in assessment-to-client conversion for both April and May. This is coupled with an increase in leads-to-opportunities (6% in April and 8% in May), as Jen and I continue to focus on top-of-the-funnel momentum. Do you have any insights into this decline in assessment-to-client conversion? Additionally, while reviewing June's mid-month results, I've noticed a significant decline in lead-to-opportunity conversion (29%). When I discussed this with Jen, she mentioned that Brooke requested that she handle all initial conversations for leads Jen receives, based on new changes that Brooke said she has to abide by for Columbus. Having CSMs handle initial conversations or follow-ups in response to leads is not our process in any other sites that I oversee. I wanted to confirm if this change in process was indeed directed by you and, if so, understand the reasoning behind it. As we've discussed, Jen and I are fully committed to growing leads and opportunities. To ensure accountability and clear alignment, I'd appreciate it if we could agree upon a consistent process for clients flowing through our funnel. [image: Screenshot 2025-06-17 at 3.11.23=E2=80=AFPM.png] ------------------------------ Best, Kevin --=20 Kevin Parker Regional Director of Business Development kevin.parker@thekey.com 239-922-0085 TheKey.com [image: TheKey] --0000000000006fc3440637c99b5d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alyse, I'm writi= ng to you today to discuss some trends I've noticed in the pipeline rep= ort for Columbus. Specifically, I've observed = a 6% decrease in assessment-to-client conversion for both April and May. Th= is is coupled with an increase in leads-to-opportunities (6% in April and 8= % in May), as Jen and I continue to focus on top-of-the-funnel momentum. Do= you have any insights into this decline in assessment-to-client conversion= ? Additionally, while reviewing June's mid-mon= th results, I've noticed a significant decline in lead-to-opportunity c= onversion (29%). When I discussed this with Jen, she mentioned that Brooke = requested that she handle all initial conversations for leads Jen receives,= based on new changes that Brooke said she has to abide by for Columbus. Ha= ving CSMs handle initial conversations or follow-ups in response to leads i= s not our process in any other sites that I oversee. I wanted to confirm if= this change in process was indeed directed by you and, if so, understand t= he reasoning behind it. As we've discussed, Je= n and I are fully committed to growing leads and opportunities. To ensu