Slack Export - #mpdm-tony--nicholas--nickmcfadden--malissa--dsurwill-1

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Dustin Surwill (dsurwill@shield-legal.com)

2024-12-13 12:01:28

Conference room 1 (with the glass wall near the main entrance) for the meeting with Simmons

👍 Malissa

Dustin Surwill (dsurwill@shield-legal.com)

2024-12-13 13:00:25

notes from simmons 12/13/24: let them know when changes are made and send a test lead before production turn off the email automations did not need to send the backfil of signed and declines fix the mapping. the whole mapping is being sent in caseopencomments add decline reason email + api = duplicates send report of billable leads, no later than noon est every friday

Malissa (malissa@shield-legal.com)

2024-12-13 13:09:41

@deleted-U06VDQGHZLL FYI, they've requested a field that explains WHY someone was declined. The teams will need to be prepared for that

deleted-U06VDQGHZLL

2024-12-13 13:18:06

If that wasn’t part of the intake agreement, I don’t know that we should move forward with it @Malissa from a data return perspective. Cameron has stated that in the past that we won’t change intake after agreed upon. Maybe he would have a change of heart, but idk. Wagstaff might be the only exception in regard to what we share post-decision and that has not gone well/been worth it.

deleted-U06VDQGHZLL

2024-12-13 13:18:36

If we open that door, it will become a path we don’t benefit a lot from going down.

Malissa (malissa@shield-legal.com)

2024-12-13 13:18:49

good point @deleted-U06VDQGHZLL.

@Nicholas McFadden and @Dustin Surwill is there another option?

deleted-U06VDQGHZLL

2024-12-13 13:19:04

I.e. we might as well all lead funnel info then

Malissa (malissa@shield-legal.com)

2024-12-13 13:21:29