Re: VIP Client Interviews

From
Dawn Peluso <dpeluso@thekey.com>
To
Ali Puckett <apuckett@thekey.com>
CC
Audra Williams <audraw@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>
Date
Thu, 2 May 2024 12:23:42 -0400
Folder
INBOX
--00000000000066c0ca06177b079e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received Dawn Peluso General Manager SE Florida 4218 Northlake Blvd Palm Beach Gardens, FL 33410 220 Congress Park Drive #330 Delray Beach 33445 555 Winderley Place #300 Maitland, FL 32751 6365 NW 6th Way Ste 210 Fort Lauderdale, FL 33309 *Please note my email has changed:* dpeluso@TheKey.com Cell (561) 815-4376 Office (561) 826-9282 TheKey.com [image: TheKey] The information contained in this transmission may contain privileged and confidential information, including patient information protected by federal and state privacy laws. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. On Thu, May 2, 2024 at 12:21=E2=80=AFPM Ali Puckett w= rote: > Received and will start working on this! > > On Wed, May 1, 2024 at 6:46=E2=80=AFPM Audra Williams = wrote: > >> Hi All! >> >> We are engaging in a project to gather insights from our highest-tier >> clients. We are asking every Client Success Manager (CSM) to help us >> achieve this goal by briefly interviewing their top 2 highest utilizer >> clients. >> >> >> >> - >> >> *Criteria: * Clients that are on service for 60+ hours/week and 4+ >> weeks duration VIP Client List >> >> - >> >> *Conducting Survey:* CSM will attempt to contact top 2 clients who >> meet above criteria beginning 5/6. Goal is to at least reach 1 of yo= ur 2 >> clients! >> - >> >> *Data Entry:* Google Form >> >> will be utilized by the CSM to complete the interview questions. >> - >> >> *Completion Date:* Google form will need to be completed by CSM=E2= =80=99s no >> later than 5/13 >> >> >> Action Items: >> >> 1. Review the VIP client list and determine the top 2 clients per CSM >> for your sites. >> 2. Prepare any questions regarding the above points for the GM >> meeting on Monday, May 6th. >> >> Dates to Remember: >> >> - May 6th: GM call to address questions. >> - May 13th: Completion of Google Form by all CSMs with >> client-provided answers. >> >> Best, >> >> >> -- >> Audra Williams >> Director, Divisional Operations >> (425) 757-7027 >> TheKey.com >> >> >> [image: TheKey] >> > > > -- > *Ali Puckett* > General Manager-Cincinnati > apuckett@thekey.com > cell: 513-390-0905 > office: 513-891-2273 option 3 > *Please review us on Facebook or Google!* > h ttps://www.facebook > .com/TheKeyCincinnati > Click here > > for Google Review > [image: TheKey] > > <https://www.google.com/search?hl=3Den-US&gl=3Dus&q=3DTheKey+-+Formerly+H= ome+Care+Assistance,+7712+Montgomery+Rd,+Cincinnati,+OH+45236&ludo

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