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Re: Tracking Blanket and Water Bottle Distribution for Tier 1 Clients

From
Elizabeth Walsh <elizabeth.walsh@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Laura Meister <laura.meister@thekey.com>, Dalila Arbizu <dalila.arbizu@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, John Conaway <jconaway@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>, Emily Molloy <emily.molloy@thekey.com>, Susie Egr <susan.egr@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Dawn Peluso <dpeluso@thekey.com>, Stephennie Laxamana Smith <slaxamana@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Codi Hall <chall@thekey.com>, Natalie Jones-Hronis <njoneshronis@thekey.com>, Dion Curtis <dion.curtis@thekey.com>, Karen Rijken <krijken@thekey.com>, Lauren Hardy <lauren.hardy@thekey.com>, Jessica Treat <jessica.treat@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Katy Kessler <katy.kessler@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, "Bridgett Scherer (Bee)" <bcarney@thekey.com>
Date
Mon, 1 Dec 2025 18:
Folder
INBOX
Hi Audra,

Good evening. What a great initiative to enhance the client experience. I
will be sure to update the spreadsheet accordingly.

Will this initiative Include clients that are currently already on service
or is this for new Tier 1 client starts? I Want to ensure we are tracking
appropriately.

Kind regards,

Elizabeth Walsh RN
Regional Director of Nursing
Phone: 1-310-601-0658

On Mon, Dec 1, 2025 at 5:56 PM Audra Williams <audraw@thekey.com> wrote:

> Hi Team!
>
> As part of our enhanced client experience initiative, we are implementing
> a new process to ensure that all new Tier 1 clients receive a welcome
> blanket and water bottle during their second QA visit, which occurs at
> approximately the 60-day mark (January).
>
> To support consistency and visibility, we’ve created a Tracking
> Spreadsheet
> <https://docs.google.com/spreadsheets/d/1s-APEC7E-wV-JSD6vyxchzh70XgC1BZTJ1PLG_NIVcw/edit?usp=sharing> with
> the following fields:
>
>    -
>
>    Location
>    -
>
>    Client Name
>    -
>
>    60-day QAV date
>    -
>
>    Whether a blanket/water bottle was provided
>    -
>
>    CSM name
>    -
>
>    Notes
>
> *Please update this tracker after completing the 60-day QAV for your new
> Tier 1 clients.*
>
> Capturing this information not only ensures all clients receive the same
> warm welcome experience, but it also allows us to connect these engagement
> touchpoints to retention. As we continue to strengthen our client
> experience, it’s important that we measure how early, meaningful gestures
> impact long-term satisfaction and loyalty.
>
> *Please also place your initials on the second tab of the tracker, in
> Column A and B, once you have received your shipment of blankets and water
> bottles.*
>
> If you have any questions about the process or the tracking tool, please
> let me know.
>
> Thank you for your partnership and attention to detail.
>
> NOTE: We are aware that only 1 water bottle arrived to many of our offices
> but the remainder are shipping out.
> Best,
>
>
> --
> Audra Williams
> Director, Divisional Operations
> audraw@thekey.com
> Mobile: (425) 757-7027
> https://thekey.com
> <https://thekey.com>
>

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