Assessment vs. Consultation Follow Up

From: Bridgett Scherer <bscherer@thekey.com>
To: GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <regionaldirectors@thekey.com>, Sales Leadership Team <salesleadership@thekey.com>
CC: Shadi Gholizadeh <shadi@thekey.com>, Megan Harris <megan.harris@thekey.com>, Cristal Munoz <cmunoz@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>
Date: Wed, 13 Aug 2025 11
Folder: INBOX

Hi all,

Thank you all for your time today. Attached please find a helpful job aid
that will highlight more of the differences between consultations and
assessments, as well as the step-by-step guides for updating Salesforce.

Leaders, please cascade this information with your teams. *The
consultation option in Salesforce will go live tomorrow, Thursday 8/14.*

As always, if you have any questions or concerns, please reach out to
myself, Tiffany, or Audra, and we'd be happy to help.

Consultation vs. Assessment Job Aide
<https://docs.google.com/document/d/1kORfz5tDwBd9qs-bRrz14UmAkzUh9IRtrUPHxNa-riU/edit?tab=t.0>

Thank you,

Bridgett Scherer

Director, Client Experience | TheKey

Mobile: 425.429.1064

<http://www.thekey.com/>

Assessment vs. Consultation Follow Up

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