Re: New WEB LEAD Process

Hi Team,

I’m writing to share an important update regarding our lead and opportunity
management process. The entire LHA team—including the Bay Area and
Canada—is now fully integrated into Salesvue.

We are using Salesvue to standardize and track all initial follow-up steps
through structured task "Plans." This ensures every lead and opportunity
receives consistent, high-touch attention the moment it enters our system.

To ensure our tracking remains accurate and the lead experience stays
seamless, we must enforce a specific handoff point. Please note the
following:

   - Local offices can now see if the LHA team is working a lead or
   opportunity by viewing the "Plan Tasks" section on the right-hand side of
   any lead or opportunity record (see attached screenshot). They can also
   view task dates on the pipeline report in Salesforce
   - Until a lead or opportunity hits the 'AX Scheduled' stage, please
   check with the LHA team before making contact or taking over the record.

This process applies to all LHA leads and opportunities (including the Bay
Area and Canada). Thank you for your cooperation as we bring the full team
under this new standard.

Please reach out to myself, Amanda Ominsky, or Cristal Munoz if you have
any immediate questions!

Best regards,
Matt


[image: image.png]

Matthew Albano
Director of Inside Sales
matthew.albano@thekey.com
Mobile: (781) 710-0688
Office: (603) 884-9574
https://thekey.com
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<https://thekey.com>


On Thu, Dec 11, 2025 at 5:01 PM Matthew Albano <matthew.albano@thekey.com>
wrote:

> Hi General Managers and RDOs,
>
> Just a quick heads-up about a change in how the LHA team is now managing
> new Web Leads.We've started using a new tool called Salesvue to standardize
> and track all our initial follow-up steps for Web Leads. Salesvue uses
> structured task "Plans" to ensure every lead gets the attention it needs
> early on.
>
> Because we're now running our initial tasks through this system, we need
> to enforce a specific handoff point to keep things running smoothly:
>
>    -
>
>    Please hold off on taking ownership or action on any new Web Lead
>    until the LHA team gives the all-clear.
>    -
>
>    We will ensure the local office is pulled in and receives all
>    necessary details once the opportunity has progressed to the 'AX Scheduled'
>    stage in our Salesvue plan.
>    -
>
>    Until a lead reaches the 'AX Scheduled' stage, please check with the
>    LHA team before taking over or making contact.
>
> This coordination is vital to ensure our new follow-up process is
> completed correctly and nothing is missed.
>
> This new process *ONLY applies to Web Leads* and does NOT include leads
> from these areas:
>
>    -
>
>    Bay Area
>    -
>
>    Franchise Locations
>    -
>
>    Canada
>
> I have attached our web leads nurturing process below. Thanks in advance
> for your cooperation with this new protocol. Please reach out to the LHA
> team if you have any immediate questions.
>
> Best regards,
> Matt
>
>
> [image: WebLeadsProcess.png]
>
>
> Matthew Albano
> Director of Inside Sales
> matthew.albano@thekey.com
> Mobile: (781) 710-0688
> Office: (603) 884-9574
> https://thekey.com
> *We value your feedback. Please leave us a Google review*
> <https://search.google.com/local/writereview?placeid=ChIJRwj9n-KD44kRyjC6EBPwTng>
> <https://thekey.com>
>