Re: New client Sue

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Katie Buell <kbuell@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 30 Aug 2023 10:42:25 -0700
Folder
INBOX
--000000000000e2c57006042773e2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Working on getting #2. For 5, let's just make these changes first. On Wed, Aug 30, 2023 at 8:36=E2=80=AFAM Katie Buell wro= te: > Confirming receipt. Mike is no longer with the company so I will wait to > hear from @Steve Koyanagi about the two open items > below before I begin making changes > > Katie Buell, CSPO > Product Manager > 415-385-1721 > TheKey.com > [image: TheKey] > > > > On Wed, Aug 30, 2023 at 6:15=E2=80=AFAM Timothy Thomas wr= ote: > >> Hi Katie, >> >> 1. Yes this is for all of Canada. >> 2. @Mike Pham 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 handle this. >> >> Thanks, >> Tim >> >> >> On Thu, Aug 24, 2023 at 6:44=E2=80=AFPM Katie Buell = 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 do we just need to change >>> HCA to TheKey in their agreements, or do we need to move them over t= o >>> something similar to the new agreements being used by TheKey US? >>> >>> >>> Katie Buell, CSPO >>> Product Manager >>> 415-385-1721 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> >>> On Thu, Aug 24, 2023 at 9:52=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Katie, >>>> >>>> Is this something that you could assist Canada with? >>>> >>>> Thanks >>>> >>>> ---------- Forwarded message --------- >>>> From: Timothy Thomas >>>> Date: Mon, Aug 21, 2023 at 12:03=E2=80=AFPM >>>> Subject: Re: New client Sue >>>> To: Steve Koyanagi , PandaDoc >>> docs@email.pandadoc.net> >>>> >>>> >>>> adding @PandaDoc >>>> >>>> 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=E2=80=AFAM Steve Koyanagi >>>> 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=E2=80=AFAM Timothy Thomas wrote: >>>>> >>>>>> Hi Shawntel, >>>>>> >>>>>> We are registered as a numbered company in Alberta however we also >>>>>> have our DBA (Doing Bus

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