Totally hear you on the desire for automated reports. I've never longed for
clean and easy reporting more in my life. ;)
Thanks for taking the lead on the summary! I'll let Chris know it's coming.
Have a great weekend,
Emma
On Fri, Dec 6, 2024 at 4:01 PM Joey Taylor <joey.taylor@thekey.com> wrote:
> Hey Emma,
>
> We have been tracking everything in the chatter notes in SF so we can go
> back and look if needed, just unable to run an automated report using that
> information!!
>
> Thank you, I will work with Tim and summarize everything and send to Chris
> and cc you and Greg on Monday if that works?
>
> Thanks,
>
> On Fri, Dec 6, 2024 at 4:44 PM Emma Zumsen <emma.zumsen@thekey.com> wrote:
>
>> Thanks Joey,
>>
>> This is helpful context. As we build out the pilot we'll make sure to
>> sort out the details for tracking. If you start dropping it in the existing
>> notes open field on a SF profile for your in takes that would be a good
>> starting point.
>>
>> Are you ok if I send these metrics to Chris? Or if you would prefer to
>> summarize it all and send him an email since you've done all the great
>> heavy lifting so far, just cc me and Greg. I know Chris is eager to see
>> some of the learnings.
>>
>> Emma
>>
>> On Fri, Dec 6, 2024 at 3:39 PM Joey Taylor <joey.taylor@thekey.com>
>> wrote:
>>
>>> Hey Emma,
>>>
>>> I have done 50 intakes since we have launched with LifeGuard and I would
>>> say LG was offered to about 30 of them (not offered to clients who inquired
>>> about 24/7, lived in government care facilities, or were tier 3/4 clients).
>>> Of those 30, I would say about 20 were very interested in LG. The fall
>>> detection is the biggest selling point from a sales standpoint. With
>>> ort rates being slightly higher than our competition, I think this program
>>> is a big differentiator.
>>>
>>> Going forward, not sure if we can create a tag in SF or CC for LG but it
>>> would allow us to track the data much more efficiently.
>>>
>>> Thanks,
>>>
>>> On Fri, Dec 6, 2024 at 4:25 PM Emma Zumsen <emma.zumsen@thekey.com>
>>> wrote:
>>>
>>>> Thanks for sharing, Joey.
>>>>
>>>> Do you have a sense of how many people we've offered Lifeguard to?
>>>> Would be great to see if we can get a measure of interest/conversion.
>>>>
>>>> Emma
>>>>
>>>> On Fri, Dec 6, 2024 at 12:41 PM Joey Taylor (via Google Sheets) <
>>>> drive-shares-dm-noreply@google.com> wrote:
>>>>
>>>>> Joey Taylor shared a spreadsheet
>>>>> [image: Header profile photo]
>>>>> Joey Taylor (joey.taylor@thekey.com) has invited you to *edit* the
>>>>> following spreadsheet:
>>>>> LifeGuard Pilot Canada Q4 2024
>>>>>
>>>>> <https://docs.google.com/spreadsheets/d/1eHVm-wWaHLwH4SnYwf3Y4xoD_ApPyl3j6ix1SNbqx_Y/edit?usp=sharing_eil&ts=67534568>
>>>>>
>>>>> Open
>>>>> <https://docs.google.com/spreadsheets/d/1eHVm-wWaHLwH4SnYwf3Y4xoD_ApPyl3j6ix1SNbqx_Y/edit?usp=sharing_eip&ts=67534568>
>>>>> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA
>>>>> You have received this email because joey.taylor@thekey.com shared a
>>>>> spreadsheet with you from Google Sheets. [image: Google]
>>>>> <https://workspace.google.com/>
>>>>>
>>>>
>>>
>>> --
>>>
>>> Joey Taylor
>>>
>>> *Directeur Général/**General Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>