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Medallia Pulse Survey - Recap

From
Bridgett Scherer <bscherer@thekey.com>
To
Audra Williams <audraw@thekey.com>, Claudia Cook <claudia.cook@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Jinniefer Castillo <jinniefer.castillo@thekey.com>, Lydia Jackson <lmjackson@thekey.com>, Malin Maleegrai <malin.maleegrai@thekey.com>, Megan Edusada <megan.edusada@thekey.com>, Michelle Lemus <mlemus@thekey.com>, Scott Viscomi <sviscomi@thekey.com>, Timothy Thomas <tt@thekey.com>, Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
Date
Wed, 10 Sep 2025 16
Folder
INBOX
Hello Team Chicago!

Thank you so much for your participation today. Here is a quick recap of
what we covered:

   - Pulse Survey Pilot will go live on 9/15, and will run for 2 weeks.
   - Pulse surveys will only be sent to new SOCs, starting on or after
   9/15. Please be sure to communicate with your clients so they know what to
   expect.
   - Clients will receive one survey for each new caregiver they have. They
   will receive the survey the day after the shift is completed.
   - We will have a brief 30 minute call weekly to touch base on the pilot,
   discuss any feedback and cover any action items you took based on ratings
   received.
   - The recording is attached to the calendar invite from today should
   anyone need to revisit. The slides
   <https://docs.google.com/presentation/d/1dLZP_Kp5Bd8kY1cVVeihH-2jGrmNEDsnZ9ieQI76dQs/edit?slide=id.g37779a3d6d6_0_0#slide=id.g37779a3d6d6_0_0>
   from today's call are attached to this email.
   - I've also created a more detailed guide
   <https://docs.google.com/document/d/1eJEf2XY574nyhL8FlcwEfl45b_LQFxiGVMNlHl5PYRI/edit?tab=t.0>
   on how to respond to and follow up on caregiver ratings, broken down by
   stars.

As always, myself and Megan are here to provide any support you may need
and answer any questions!

Cheers,

Bridgett Scherer

Director, Client Experience | TheKey

Mobile: 425.429.1064

<http://www.thekey.com/>

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