Re: VIP Client Interviews

From
Sharon Speirs <sspeirs@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Chuck Terlesky <cterlesky@thekey.com>, Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>
Date
2024-05-15 13:07:11
Folder
INBOX
--0000000000008c4b5e061883aa96 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I was told that not to really worry about this list but to pick a plus 60 hour client per week and interview them - if that is not correct then we are wrong as our listi s also very outdated Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Wed, May 15, 2024 at 12:52=E2=80=AFPM Joey Taylor wrote: > Hey Chuck, > > I had the same issue, this is first I am seeing of this email. > Things I noticed: > 1. Canada Clients are tagged to cities like Cleveland and Cincinatti > 2. There are clients on this list from 2018? > Montreal has 100+ clients here. > > On Wed, May 15, 2024 at 3:50=E2=80=AFPM Chuck Terlesky > wrote: > >> Hi Tim, >> >> I'm not sure I was sent this email. I checked, and nothing with the name >> "VIP Client Interviews" from Audra was in my inbox. Shawntel's and Brian= 's >> names are not on the spreadsheet. I assume that their clients didn't >> qualify? >> >> Chuck >> >> On Wed, May 15, 2024 at 1:20=E2=80=AFPM Timothy Thomas w= rote: >> >>> Hi Team, >>> >>> Did any of your CSMs complete this project? >>> >>> Tim Thomas >>> Head of Canada Division >>> *Please note my email has changed:* >>> tt@TheKey.com >>> (514) 591-9387 >>> TheKey.ca >>> [image: TheKey] >>> >>> >>> ---------- Forwarded message --------- >>> From: Audra Williams >>> Date: Wed, May 1, 2024 at 6:46=E2=80=AFPM >>> Subject: VIP Client Interviews >>> To: GeneralManagers >>> CC: Regional Directors , Will Reid >> wreid@thekey.com>, Steve Sudberry >>> >>> >>> Hi All! >>> >>> We are engaging in a project to gather insights from our highest-tier >>> clients. We are asking every Client Success Manager (CSM) to help us >>> achieve this goal by briefly interviewing their top 2 highest utilizer >>> clients. >>> >>> >>> >>> - >>> >>> *Criteria: * Clients that are on service for 60+ hours/week and 4+ >>> weeks duration VIP Client List >>> >>> - >>> >>> *Conducting Survey:* CSM will attempt to contact top 2 clients who >>> meet above criteria beginning 5/6. Goal is to at least reach 1 of y= our 2 >>> clients! >>> - >>> >>> *Data Entry:* Google Form >>> >>> will be utilized by the CSM to complete the interview questions. >>> - >>> >>> *Completion Date:* Google form will need to be completed by CSM=E2= =80=99s >>> no later than 5/13 >>> >>> >>> Action Items: >>> >>> 1. Review the VIP client list and determine the top 2 clients per >>> CSM for your sites. >>> 2. Prepare any questions regarding the above points for the GM >>> meeting on Monday, May 6th. >>> >>> Dates to Remember: >>> >>> - May 6th: GM call to address questions. >>> - May 13th: Completion of Google Form by all CSMs with >>> client-provided answers. >>> >>> Best, >>> >>> >>> -- >>> Audra Williams >>> Director, Divisional Operations >>> (425) 757-7027 >>> TheKey.com >>> >>> >>> [image: TheKey] >>> >> >> >> -- >> Chuck Terlesky B.A., CCPE >> General M

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