Re: Deactivated Clients

From
Malin Maleegrai <malin.maleegrai@thekey.com>
To
Jinniefer Castillo <jinniefer.castillo@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
Date
Tue, 22 Jul 2025 13:45:25 -0500
Folder
INBOX
--00000000000082fa3b063a88ffb6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFPM Jinniefer Castillo wrote: > Ok on it. > > On Tue, Jul 22, 2025 at 12:23=E2=80=AFPM 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=E2=80=AFAM Timothy Thomas = 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=E2=80=AFPM Jinniefer Castillo >> jinniefer.castillo@thekey.com> wrote: >>> >>>> Received. I=E2=80=99ll work on it today. Thank you. >>>> >>>> On Tue, Jul 22, 2025 at 11:15=E2=80=AFAM Timothy Thomas wrote: >>>> >>>>> Good morning team, >>>>> >>>>> I need some urgent assistance with a deactivated client report. Pleas= e >>>>> review the spreadsheet enclosed and provide me with comments and reas= oning >>>>> 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-aeckYP6= kKwjGFAKzqKMKo/edit?gid=3D0#gid=3D0 >>>>> >>>>> 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] >>>>> >>>> --00000000000082fa3b063a88ffb6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello,=C2=A0 Jinny and I hav= e completed this.=C2=A0=C2=A0 Thank you,=C2=A0 = Malin=C2=A0 Malin Maleegr= ai, LCSW Client Success Manager=C2=A0 malin.maleegrai@thekey.com 847-853-7777 On Tue, Jul 22, 2025 at 12:33=E2=80=AFPM Jinniefer Castillo &lt; jinniefer.castillo@thekey.com &gt; wrote: Ok on it.=C2=A0 On Tue, Jul 22, 2025 at 12:23=E2=80=AFPM Mali= n Maleegrai &lt; malin.maleegrai@thekey.com &gt; wrote: Hello Tim,=C2=A0 This is completed for my clients.=C2=A0 I will take a= look at Nancy&#39;s clients and see what I can find out.=C2=A0=C2=A0 = Venus is on PTO for two weeks....Jinny can you take a look at her clie= nts?=C2=A0 Thank you,=C2=A0 Malin=C2=A0 Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@th= ekey.com 847-853-7777 On Tue, Jul 22, 2025 at 11:49=E2=80=AFAM Timothy Thomas &lt; tt@thekey.com &gt; wrote: If = you think the original stated inten

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