Re: Canada TheKey Meeting Recap

Matt would like you to weigh in on cost and plan. To me not a significant
amount of money and I am also sensitive like you are to every dollar. If we
have to scale back on collateral we could if we need to. Let us know.
Thanks Alexa for this.

On Fri, Feb 10, 2023 at 6:49 PM Alexa Graziani <agraziani@thekey.com> wrote:

> Thanks, Tim. I'm actually referring the IVR updates and email updates with
> IT.
>
> If you're referencing the HCA microsite updates in the previous email,
> we'd actually like to get that as part of the 1st week's deliverables.
>
> It looks like the screenshot I included didn't go through but please see
> slides for full details and I'll try to paste that one below again to see
> if I have better luck:
>
> [image: image.png]
>
> On Fri, Feb 10, 2023 at 3:46 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> Yes provided IT is responsive with the website changes.
>>
>> On Fri, Feb 10, 2023 at 6:39 PM Audra Williams <audraw@thekey.com> wrote:
>>
>>> @Timothy Thomas <tt@thekey.com> is the 3 week time frame for you to
>>> manage with IT and Comms attainable for you?
>>>
>>> Best,
>>>
>>> On Fri, Feb 10, 2023 at 11:02 AM Alexa Graziani <agraziani@thekey.com>
>>> wrote:
>>>
>>>> Hi Angie and Matt,
>>>>
>>>> I have worked with Tim, Phil, and Steve from legal to outline costs and
>>>> timing for the Branding Bridge phase. Updated slides can be found at the
>>>> beginning of the deck here
>>>> <https://docs.google.com/presentation/d/16Fj1ww5F-DIVJqpw_a3-tvYiqaIDpEqA9mfcxdnv1EM/edit#slide=id.g2052331f002_1_23>
>>>> .
>>>>
>>>> *It will take a total of 5 weeks in the best-case scenario once we
>>>> receive both of your approval to move forward.*
>>>>
>>>> This is also assuming the operational transition work Tim manages with
>>>> IT and Comms can be completed in the first 3 weeks.
>>>>
>>>>
>>>> If we were to receive approval by the end of next week (February 17th),
>>>> that puts the earliest completion of the project at March 24th.
>>>>
>>>>
>>>> *Print Materials and Updates to Existing Microsites *
>>>>
>>>>    - Cost: ~$14,000
>>>>    - Time to execute: 5 weeks
>>>>
>>>>
>>>> *TheKey.ca Updates*
>>>>
>>>>    - Cost: No new costs incurred - must prioritize existing Dev Hours
>>>>    against this project
>>>>    - Time to execute: 4 weeks
>>>>       - 2 weeks for Level 1 Priority pages
>>>>       - 2 weeks for Level 2 Priority pages
>>>>
>>>>
>>>> *The overall Timing slide is called out here for visibility with the
>>>> critical path for print highlighted in yellow. *I can put deadline
>>>> dates against these once we receive approval for the monetary and time
>>>> costs associated with the project.
>>>>
>>>> Please let me know if you have any questions or would like me to set up
>>>> a call for us to get together to discuss it.
>>>>
>>>> [image: image.png]
>>>>
>>>> On Fri, Feb 3, 2023 at 10:32 AM Alexa Graziani <agraziani@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi All,
>>>>>
>>>>> Thank you for your time today! Here is the deck
>>>>> <https://docs.google.com/presentation/d/16Fj1ww5F-DIVJqpw_a3-tvYiqaIDpEqA9mfcxdnv1EM/edit#slide=id.g1a20cf9b15e_0_1>
>>>>> we went through and a recap of decisions/action items.
>>>>>
>>>>> *Decision: *Enter into a branding bridge period for Canada so that
>>>>> HCLs, CSMs and others can start to promote the business as TheKey and the
>>>>> business can slowly fold in other TheKey functionality (ex: billing).
>>>>>
>>>>> *What is included in this phase?*
>>>>>
>>>>>    - Update the top 3-5 print materials for HCLs/CSMs for Canada
>>>>>    English / website / phone numbers and have teams print them locally
>>>>>    - Update the existing microsites with "TheKey Formerly Home Care
>>>>>    Assistance" branding bridge logo (timed with when the team will receive
>>>>>    collateral)
>>>>>    - Update online listings with branding bridge: social media,
>>>>>    Google my Business
>>>>>    - Update other operational items for consistency: emails, IVR
>>>>>    - Add pages to the website with the 8 location pages prioritized
>>>>>    and the other pages listed for soft-launch coming in a rolling fashion
>>>>>    (this can happen after the cobranding and collateral portion of the project)
>>>>>
>>>>> Note: A communication plan will need to be developed between the
>>>>> Operations team (Tim) and the Comms team (Julia Watthey) and legal will
>>>>> need to review this, in addition to everything outlined above.
>>>>>
>>>>> *Callouts for aspects not included:*
>>>>>
>>>>>    - Adding collateral to the brand center
>>>>>    - French version of TheKey.ca
>>>>>    - Full collateral updates, promo items, employee gifts, caregiver
>>>>>    materials
>>>>>
>>>>> *Action Items*
>>>>>
>>>>>    1. Tim will provide a list of the top materials to update by EOD
>>>>>    Monday
>>>>>    2. Marketing will provide a new quote for the time and cost of
>>>>>    updating those materials by the end of next week
>>>>>    3. Marketing/Product will provide an update on the costs and time
>>>>>    associated with the soft launch pages outlined
>>>>>
>>>>>
>>>>> I will update the slide deck with this Branding Bridge option and send
>>>>> any additional questions, decisions, or actions that come up with the new
>>>>> estimates next week.
>>>>>
>>>>> Please continue to share thoughts/questions/feedback with this group
>>>>> as they arise so we can continue the conversation.
>>>>>
>>>>> Sincerely,
>>>>>
>>>>> --
>>>>> Alexa Graziani
>>>>> Senior Marketing Manager - Consumer Growth
>>>>> * Please note my email has changed: *
>>>>> agraziani@thekey.com
>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>> (650) 416-1538 Ext. 181538
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Alexa Graziani
>>>> Senior Marketing Manager - Consumer Growth
>>>> * Please note my email has changed: *
>>>> agraziani@thekey.com
>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>> (650) 416-1538 Ext. 181538
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>
>>>
>>> --
>>> Audra Williams
>>> Director of Business Support
>>> *Please note my email has changed:*
>>> audraw@TheKey.com
>>> <https://brand.thekey.com/esg/Audra.Williams@TheKey.com>
>>> (425) 757-7027
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>> (514) 591-9387
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
> Alexa Graziani
> Senior Marketing Manager - Consumer Growth
> * Please note my email has changed: *
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
> (650) 416-1538 Ext. 181538
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>