Katie, I scheduled some time for us early next week so we can discuss this
and figure out the best path forward. Hopefully the time works. Thanks!
On Wed, Aug 30, 2023 at 11:00 AM Timothy Thomas <tt@thekey.com> wrote:
> Got it, thanks Steve
>
> On Wed, Aug 30, 2023 at 1:42 PM Steve Koyanagi <skoyanagi@thekey.com>
> wrote:
>
>> Working on getting #2. For 5, let's just make these changes first.
>>
>> On Wed, Aug 30, 2023 at 8:36 AM Katie Buell <kbuell@thekey.com> wrote:
>>
>>> Confirming receipt. Mike is no longer with the company so I will wait to
>>> hear from @Steve Koyanagi <skoyanagi@thekey.com> about the two open
>>> items below before I begin making changes
>>>
>>> Katie Buell, CSPO
>>> Product Manager
>>> 415-385-1721
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>>
>>> On Wed, Aug 30, 2023 at 6:15 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Hi Katie,
>>>>
>>>> 1. Yes this is for all of Canada.
>>>> 2. @Mike Pham <michael.pham@thekey.com> could you please confirm the
>>>> exact DBA names for each canadian entity as per Katie's question.
>>>> 3. Yes please remove the HCA reference
>>>> 4. If you could please us TheKey Formerly home care assistance Logo. On
>>>> the french consent agreement, please use the attached logo.
>>>> 5. I'll let @Steve Koyanagi <skoyanagi@thekey.com> handle this.
>>>>
>>>> Thanks,
>>>> Tim
>>>>
>>>>
>>>> On Thu, Aug 24, 2023 at 6:44 PM Katie Buell <kbuell@thekey.com> wrote:
>>>>
>>>>> Hi Tim,
>>>>>
>>>>> Yes, I can assist with this. Some questions to address first:
>>>>>
>>>>> - Is this for all of Canada? or only specific locations? I will
>>>>> need to know which locations
>>>>> - What specifically is the d/b/a name? Is it Home Care Assistance
>>>>> dba TheKey? Or is it, for example, Home Care Assistance of Montreal dba
>>>>> TheKey? I will need that very specific dba for each location.
>>>>> - There are several references throughout the CCA to "HCA". I
>>>>> assume those will need to be updated to TheKey as well?
>>>>> - Logo -- is it just TheKey logo, or is there a co-branded logo
>>>>> you are using?
>>>>> - @Steve Koyanagi <skoyanagi@thekey.com> do we just need to change
>>>>> HCA to TheKey in their agreements, or do we need to move them over to
>>>>> something similar to the new agreements being used by TheKey US?
>>>>>
>>>>>
>>>>> Katie Buell, CSPO
>>>>> Product Manager
>>>>> 415-385-1721
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>> On Thu, Aug 24, 2023 at 9:52 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Hi Katie,
>>>>>>
>>>>>> Is this something that you could assist Canada with?
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>> ---------- Forwarded message ---------
>>>>>> From: Timothy Thomas <tt@thekey.com>
>>>>>> Date: Mon, Aug 21, 2023 at 12:03 PM
>>>>>> Subject: Re: New client Sue
>>>>>> To: Steve Koyanagi <skoyanagi@thekey.com>, PandaDoc <
>>>>>> docs@email.pandadoc.net>
>>>>>>
>>>>>>
>>>>>> adding @PandaDoc <docs@email.pandadoc.net>
>>>>>>
>>>>>> Could we please update the Canadian consent agreements to include the
>>>>>> brand update, logo and name to TheKey?
>>>>>>
>>>>>> Thanks
>>>>>>
>>>>>> On Thu, Aug 17, 2023 at 11:42 AM Steve Koyanagi <skoyanagi@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> All of your client agreements are in Pandadoc, correct? If yes, we
>>>>>>> will just need Pandadoc support to assist in adding the "d/b/a TheKey" to
>>>>>>> them.
>>>>>>>
>>>>>>> On Thu, Aug 17, 2023 at 6:23 AM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Shawntel,
>>>>>>>>
>>>>>>>> We are registered as a numbered company in Alberta however we also
>>>>>>>> have our DBA (Doing Business As) registrations for TheKey and Home Care
>>>>>>>> Assistance. See attached from the CRA.
>>>>>>>>
>>>>>>>> @Steve Koyanagi <skoyanagi@thekey.com> Is it possible to update
>>>>>>>> our consent agreements across Canada to reflect the name change?
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>> Tim
>>>>>>>>
>>>>>>>> On Wed, Aug 16, 2023 at 9:09 PM Shawntel Sousa <ssousa@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hi all,
>>>>>>>>>
>>>>>>>>> I’m having a huge issue with a new prospective client Sue. She is
>>>>>>>>> not willing to sign the consent agreement because of the fact that we are
>>>>>>>>> operating as a numbered company but it doesn’t mention the key in our
>>>>>>>>> agreements and the HCA name and logo are in the agreements not the key.
>>>>>>>>>
>>>>>>>>> I brought this up a few weeks ago to see if this could be changed
>>>>>>>>> because it doesn’t make sense that we are still using home care assistance
>>>>>>>>> in our consent agreements instead of The Key and now I’m running into a
>>>>>>>>> road block.
>>>>>>>>>
>>>>>>>>> Can we get this changed? Or can someone give me a response that
>>>>>>>>> she would accept because I have tried to explain this to her in every which
>>>>>>>>> way possible and she said she will not sign an agreement home care
>>>>>>>>> assistance on it because we aren’t advertised as HCA but we are the key.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Send help!!!
>>>>>>>>> --
>>>>>>>>> Warm regards,
>>>>>>>>> Shawntel Sousa, LPN
>>>>>>>>> Lead Client Care Manager
>>>>>>>>> Home Care Assistance/The Key
>>>>>>>>>
>>>>>>>>> Calgary Office number: (403) 301-3777
>>>>>>>>> Winnipeg Office Number: (204) 489-6000
>>>>>>>>> Mobile number: (403) 305-6588
>>>>>>>>>
>>>>>>>>> Sent from my iPhone
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Tim Thomas
>>>>>>>> Head of Canada Division
>>>>>>>> *Please note my email has changed:*
>>>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>>>> (514) 591-9387
>>>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>
>>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <tt@thekey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>