--000000000000e74b9d062d522eb7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Danille, Will you please send me the example of the lead coming and your 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 sure > 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_ggg3YARmZm= eZB1UILA > > > 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 Sun >> so we had our on-call CSM cal. Then 3 HOURS after the referral came in a= nd >> 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 of >> 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_ggg3YARmZ= meZB1UILA >> >> >> ---------- 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@thekey.com> >> >> >> Hi Amy, >> >> Were you able to make contact? >> >> Emily Sun >> Client Success Manager >> *Please note my email has changed:* >> emily.sun@TheKey.com >> Direct: (414) 309-5034 >> Office: (414) 964-8000 >> 8x8: (414) 219-0014 >> TheKey.com >> >> *Have positive feedback? We'd love to share that with the community: * >> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZ= meZB1UILA >> [image: TheKey] >> >> >> On Fri, Jan 31, 2025 at 8:36=E2=80=AFPM Danielle James >> wrote: >> >>> They were already called. >>> >>> Danielle James >>> Milwaukee General Manager >>> *Please note my email has changed:* >>> danielle.james@thekey.com >>> (414)309-4827 >>> (414)219-0300 >>> >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Jan 31, 2025, at 8:10=E2=80=AFPM, Maria Prudhont >>> wrote: >>> >>> =EF=BB=BF >>> Hi Jason, >>> >>> Thank you so much! We will reach out >>> >>> >>> *Warm