--000000000000706439062d524ee3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Danielle, Just updated the spreadsheet. Doesn't look like the call came in after hours though. Will you send me Kayla's assessment handoff email to your office with the time stamp? On Tue, Feb 4, 2025 at 9:56=E2=80=AFAM Danielle James wrote: > I have added it to the spreadsheet. It was not Maria, it was Kayla. > It was not that our CSM got to it. The RIM did. > Thank you > Danielle James LPN > *Milwaukee General Manager * > *Please note my email has changed:* > danielle.james@thekey.com > (414) 309-4827 > (414) 219-0300 > TheKey.com > [image: TheKey] > *Have positive feedback? We'd love to share that with the community: * > https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA > > > On Tue, Feb 4, 2025 at 8:54=E2=80=AFAM Cristal Munoz = wrote: > >> Danille, Will you please send me the example of the lead coming and you= r >> CSM following up and then Maria following up after? >> >> On Tue, Feb 4, 2025 at 9:51=E2=80=AFAM Danielle James >> wrote: >> >>> Hi , >>> I looked at the spreadsheet and wanted to add to it this morning >>> because AGAIN last night the RIM took the lead after hours. I am not su= re >>> how to get this cleaned up. I am more than happy to add the link to the >>> spreadsheet. Please review. >>> >>> Danielle James LPN >>> *Milwaukee General Manager * >>> *Please note my email has changed:* >>> danielle.james@thekey.com >>> (414) 309-4827 >>> (414) 219-0300 >>> TheKey.com >>> [image: TheKey] >>> *Have positive feedback? We'd love to share that with the community: * >>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARm= ZmeZB1UILA >>> >>> >>> On Mon, Feb 3, 2025 at 8:52=E2=80=AFAM Danielle James >>> wrote: >>> >>>> Hi, >>>> Here is a good example of miscommunication with the RIMS and the >>>> office staff. >>>> We were informed that the RIMS are not on call M-F but only Sat and Su= n >>>> so we had our on-call CSM cal. Then 3 HOURS after the referral came in= and >>>> after we called Maria was attempting to reach out without reading the >>>> emails that we responded to say we took care of it. >>>> Can we please talk about this on our call today, These are the types o= f >>>> situations we have recently talked about and are trying to clean up. >>>> >>>> >>>> Thank you >>>> Danielle James LPN >>>> *Milwaukee General Manager * >>>> *Please note my email has changed:* >>>> danielle.james@thekey.com >>>> (414) 309-4827 >>>> (414) 219-0300 >>>> TheKey.com >>>> [image: TheKey] >>>> *Have positive feedback? We'd love to share that with the community: * >>>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YAR= mZmeZB1UILA >>>> >>>> >>>> ---------- Forwarded message --------- >>>> From: Emily Sun >>>> Date: Mon, Feb 3, 2025 at 8:23=E2=80=AFAM >>>> Subject: Re: Oasis Senior Advisors Client Referral >>>> To: Danielle James , Amy Catalina >>> amy.catalina@