To ensure your implementation maintains 0.1% precision and Sloane's briefing is flawless, keep these high-status guidelines in mind as you complete the registry:
Precision over Speed: Accuracy in your Performance Math ensures Sloane speaks with financial authority during family inquiries.
The KB Owner Persona: Ensure the contact listed for the Soul Session is the individual most qualified to speak to your community's unique culture and "narrative soul".
Legacy Infrastructure: If you are operating on a legacy CRM, have your technical administrator's contact information ready to expedite the Structural Integration.
Hard-Gate Clarity: Clearly define your Prohibited Care list to prevent Sloane from booking tours for clinical needs your community cannot support.
Dialer Recognition: Save (619) 374-8189 in your mobile device as "Sloane" now to ensure the Soul Session call is not filtered as spam.
Please provide the primary administrative contact for the Elevyr account below. This is where invoices and technical updates will be sent.
Who is the 'Knowledge Base' (KB) Owner? Sloane will call this person to extract the community's narrative soul. If this is the same as above, please re-enter the name so Sloane's briefing is 100% accurate.
If you are the KB Owner, please enter your info again because this is stored in another location in our database.
Our safety protocol requires Sloane to pivot on medical questions she isn't licensed for. These 'Hard-Gates' ensure we only book qualified tours that match your specific licensure.
Please check all care that your facility prohibits and add any that you don't see in the list.
Sloane needs to know your digital environment to ensure lead data flows securely from her call into your CRM and onto your calendar.
What is your current CRM?
How do you like to refer to your units? Beds? Residents? Something else?
To represent your community with 99.9% precision, Sloane needs a 10-minute 'Soul Session' with the KB Owner. Should Sloane dial the KB Owner's number now, or will you/they call her later at (619) 514-4481?
Note: If connecting now, Sloane will dial you from (619) 514-4481 in exactly 5 minutes. Please save her as a contact to ensure the call is not blocked.
If Connecting Now: Sloane will dial you from (619) 374-8189 in exactly 5 minutes. Please save this number to your contacts now.
If Connecting Later: Dial Sloane 24/7 at (619) 374-8189 when you are ready to begin the 10-minute extraction.
Note: This narrative extraction takes approximately 10 minutes.
Providing these benchmarks allows Sloane to discuss the value and investment of your community with financial authority.