Re: VIP Client Interviews

From
Joey Taylor <joey.taylor@thekey.com>
To
Chuck Terlesky <cterlesky@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
Wed, 15 May 2024 15
Folder
INBOX
--0000000000000652cf06188376c9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wr= ote: > >> 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 yo= ur 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 Manager > Winnipeg and Calgary > > Calgary: 403-301-3777 > Winnipeg: 204-489-6000 > > TheKey.ca > > [image: TheKey] > > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --0000000000000652cf06188376c9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Chuck, I had the same issue, this is first I am= seeing of this email. Things I noticed: 1. Canada Clients are tagge= d to cities lik

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