Hello,
Jinny and I have completed this.
Thank you,
Malin
Malin Maleegrai, LCSW
Client Success Manager
malin.maleegrai@thekey.com
847-853-7777
[image: TheKey]
On Tue, Jul 22, 2025 at 12:33 PM Jinniefer Castillo <
jinniefer.castillo@thekey.com> wrote:
> Ok on it.
>
> On Tue, Jul 22, 2025 at 12:23 PM Malin Maleegrai <
> malin.maleegrai@thekey.com> wrote:
>
>> Hello Tim,
>>
>> This is completed for my clients. I will take a look at Nancy's clients
>> and see what I can find out.
>> Venus is on PTO for two weeks....Jinny can you take a look at her
>> clients?
>>
>> Thank you,
>> Malin
>>
>> Malin Maleegrai, LCSW
>> Client Success Manager
>> malin.maleegrai@thekey.com
>> 847-853-7777
>> [image: TheKey]
>>
>>
>> On Tue, Jul 22, 2025 at 11:49 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> If you think the original stated intention of long term was wrong. Make
>>> a note of that as well.
>>>
>>> On Tue, Jul 22, 2025 at 12:17 PM Jinniefer Castillo <
>>> jinniefer.castillo@thekey.com> wrote:
>>>
>>>> Received. I’ll work on it today. Thank you.
>>>>
>>>> On Tue, Jul 22, 2025 at 11:15 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Good morning team,
>>>>>
>>>>> I need some urgent assistance with a deactivated client report. Please
>>>>> review the spreadsheet enclosed and provide me with comments and reasoning
>>>>> on why these clients did not achieve their stated long-term intention as
>>>>> clients. For those clients under Nancy's purview, please get together and
>>>>> pull whatever information you can find for me.
>>>>>
>>>>>
>>>>> https://docs.google.com/spreadsheets/d/1hTpx3-_chnk89wF7pfV45-aeckYP6kKwjGFAKzqKMKo/edit?gid=0#gid=0
>>>>>
>>>>> I need this completed before the end of the day today. Thank you!
>>>>>
>>>>>
>>>>> --
>>>>>
>>>>> *Tim Thomas*
>>>>> Head of Midwest & Canada Divisions | *TheKey*
>>>>> Mobile: 514.591.9387
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>