Re: CSM Client Tracking and SLA Info

From
Dennis Fancy <dfancy@thekey.com>
To
Shawntel Sousa <ssousa@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Timon Page <timon.page@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Vanja Bezdrob <vanja.bezdrob@thekey.com>, Cathy Gerth <cgerth@thekey.com>, Shellie Lim <shellie.lim@thekey.com>, Brian Boxall <bboxall@thekey.com>, Kristal Parris <kristal.parris@thekey.com>, Claire McCorquodale <claire.mccorquodale@thekey.com>, Kim McConnell <kim.mcconnell@thekey.com>, Wendy Loper <wendy.loper@thekey.com>, Dominique Jacobs <djacobs@thekey.com>, Maria Licoudis <mlicoudis@homecareassistance.com>
Date
Fri, 9 Aug 2024 14:05:12 -0500
Folder
INBOX
--00000000000049dd4b061f44d387 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks again Shawntel! Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] On Fri, Aug 9, 2024 at 12:02=E2=80=AFPM Shawntel Sousa = wrote: > Hi Teams, > > It was a pleasure to get to meet with everyone this week. > > Thank you for your patience in waiting for the documents we reviewed in > the meeting. Please see the info attached below pertaining to our client > tracking and SLA tracking. If I have missed anything, let me know and I c= an > adjust it accordingly. > > I did not do an SLA sheet for tier 4 as there are no > requirements around it, you can refer to the SLA checklist to see what > needs to be done for tier 4. > > Here is the link for the example of the excel spreadsheet I use: > *CSM Tracking/SLA Spreadsheet* > > > If you have any questions, please let me know and I would be happy to hel= p. > > I hope you all have a wonderful weekend! > > > *Thank you,* > > *Shawntel Sousa, LPN* > > *Client Success Manager* > > *Office: 403-301-3777* > > *Direct: 403-305-6588* > > *TheKey.ca * > > [image: TheKey] > > --00000000000049dd4b061f44d387 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks again Shawntel! Dennis Fancy, BSP Genera= l Manager (204) 489-6000 TheKey.ca On Fri, Aug 9, 2024 at 12:02=E2=80=AFPM Shawntel Sousa &= lt; ssousa@thekey.com &gt; wrote: Hi Teams, It was a pleasure to get to meet with everyone this week.=C2=A0 Thank you for your pa= tience in waiting for the documents we reviewed in the meeting. Please see = the info attached below pertaining=C2=A0to our client tracking and SLA trac= king. If I have missed anything, let me know and I can adjust it=C2=A0accor= dingly.=C2=A0 I did not = do an=C2=A0SLA sheet for tier 4 as there are no requirements=C2=A0around=C2= =A0it,=C2=A0you can refer to

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