Re: Web Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7 :30am – 8:00am (GMT-07)

From
Angie Markwell <angie.markwell@thekey.com>
To
Jay Skypeck <jason.skypeck@thekey.com>
CC
Angie Markwell <angie.markwell@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Audra Williams <audraw@thekey.com>, Carol Miller <carol.miller@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 9 Jun 2022 22:23:50 -0400
Folder
INBOX
Pricing plan by market Ben has done - they have the range.

On Thu, Jun 9, 2022 at 9:19 AM Jay Skypeck <jason.skypeck@thekey.com> wrote:

> How are they determining the rate quote for the client?
>
> 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, Jun 8, 2022 at 10:02 PM Angie Markwell <angie.markwell@thekey.com>
> wrote:
>
>> Team any thoughts on Melissa's comments?
>>
>> ---------- Forwarded message ---------
>> From: Melissa Reyes <melissa.reyes@homecareassistance.com>
>> Date: Wed, Jun 8, 2022 at 5:10 PM
>> Subject: Re: Web Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7:30am –
>> 8:00am (GMT-07)
>> To: Melissa Reyes <melissa.reyes@thekey.com>, Angie Markwell <
>> angie.markwell@thekey.com>, Aileen Ruffin <aruffin@thekey.com>, Chen Xie
>> <chen@thekey.com>, David Durbin <david.durbin@thekey.com>, Grace
>> Labrecque <grace@123homecares.com>, Matt Neal <mneal@thekey.com>
>> Cc: Gabrielle Wolfe <gwolfe@thekey.com>
>>
>>
>> All - This afternoon in meeting with the DocuSign team to confirm all set
>> to go live with Centralized Web Leads we uncovered 2 potential issues and I
>> have worked through solutions, but would like your feedback as you all may
>> have better recommendations here (@Chen?).
>>
>> *Challenge#1:* There are some states that require a local representative
>> to sign consent along with client.
>> *Recommended Solution:* For any state that requires local representative
>> to sign consent along with client the Web Lead Team will route to Regional
>> Manager identified for that Region.
>> *Dependency:* DocuSign Team is unable to identify which locations/states
>> require a local representative to sign, therefore we will need each
>> Division Head to provide name of Regional Manager and what region/location
>> they are tied to before Friday.
>>
>> *Challenge#2:* Some States have additional disclosures the local office
>> provides and in the consent form the client has to check they have
>> received those additional documents.
>> *Recommended Temporary Solution: *If the client ask about these during
>> signing the Web Lead Team will reach out to respective office to obtain. If
>> client does not request it will be up to the office to provide prior to
>> start of care.
>> *Recommended Future Solution:* For states that have additional forms to
>> be provided at consent an "envelope" will be created in their DocuSign
>> folder that the Web Lead Team can send along with consent.
>> *Dependency: *Here again we have no visibility to what states have these
>> added documents and what those forms might be. Great news here is we will
>> not get visibility to better understand.
>>
>> Appreciate your feedback,
>>
>>
>> Melissa Reyes
>>
>> ------------------------------
>> *From:* Melissa Reyes <melissa.reyes@thekey.com>
>> *Sent:* Wednesday, June 8, 2022 8:04 AM
>> *To:* Angie Markwell <angie.markwell@thekey.com>; Aileen Ruffin <
>> aruffin@thekey.com>; Chen Xie <chen@thekey.com>; David Durbin <
>> david.durbin@thekey.com>; Grace Labrecque <grace@123homecares.com>; Matt
>> Neal <mneal@thekey.com>
>> *Cc:* Gabrielle Wolfe <gwolfe@thekey.com>
>> *Subject:* Web Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7:30am –
>> 8:00am (GMT-07)
>>
>> Good Morning,
>>
>> Thank you all for your support as we go live with Web Leads on Friday,
>> June 10th. This afternoon a company wide communication will go out
>> regarding the details. To support those details here are a few high level
>> bullets to help simplify the conversations with your leadership.
>>
>>
>>    - On average we receive 10 web leads a day. If we convert at 50% the
>>    volume is low so the offices should not expect to hear from the web lead
>>    team often (maybe 1-2 times a month).
>>    - Web Leads will remain with the Centralized Web Lead Team and they
>>    will continue to follow up on them until closed/won or they determine the
>>    lead is dead.
>>    - For regulated states, The Centralized Web Lead Team will complete
>>    and close the deal and the office will follow up with completing the
>>    nursing assessment.
>>    - Standardized policies will be utilized companywide and are attached
>>    to the detailed communication
>>    - Here is the link to the detailed communication going out this
>>    afternoon.
>>
>> Please let us know if you have any questions.
>>
>> Thank you,
>> Melissa
>> --
>> *Melissa Reyes *
>> Head of Southwest Division
>> (916)743-0530
>> *Please note my email has changed: *
>> melissa.reyes@thekey.com
>> <https://brand.thekey.com/esg/melissa.reyes@thekey.com>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>

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