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 PM Timothy Thomas <tt@thekey.com> wrote:
> 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 <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>
>
> ---------- Forwarded message ---------
> From: Audra Williams <audraw@thekey.com>
> Date: Wed, May 1, 2024 at 6:46 PM
> Subject: VIP Client Interviews
> To: GeneralManagers <GeneralManagers@thekey.com>
> CC: Regional Directors <RegionalDirectors@thekey.com>, Will Reid <
> wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>
>
>
> 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
> <https://docs.google.com/spreadsheets/d/1hlFn0tYU5eucPCxLVhkWHdqcydX3pZZh/edit#gid=158798287>
> -
>
> *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 your 2
> clients!
> -
>
> *Data Entry:* Google Form
> <https://docs.google.com/forms/d/e/1FAIpQLSdvq165YnzszF_Ta7JrjI_Dhk9Eax_6daa81TaXjndnECS6Vg/viewform?usp=sf_link>
> will be utilized by the CSM to complete the interview questions.
> -
>
> *Completion Date:* Google form will need to be completed by CSM’s 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 <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
--
Chuck Terlesky B.A., CCPE
General Manager
Winnipeg and Calgary
Calgary: 403-301-3777
Winnipeg: 204-489-6000
TheKey.ca <https://thekey.ca/>
[image: TheKey]