Re: Deactivated Clients

From
Malin Maleegrai <malin.maleegrai@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Jinniefer Castillo <jinniefer.castillo@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
Date
Tue, 22 Jul 2025 12:23:00 -0500
Folder
INBOX
--000000000000c377dd063a87d82a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wro= te: > 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. Please >>> review the spreadsheet enclosed and provide me with comments and reason= ing >>> on why these clients did not achieve their stated long-term intention a= s >>> clients. For those clients under Nancy's purview, please get together a= nd >>> pull whatever information you can find for me. >>> >>> >>> https://docs.google.com/spreadsheets/d/1hTpx3-_chnk89wF7pfV45-aeckYP6kK= wjGFAKzqKMKo/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] >>> >> --000000000000c377dd063a87d82a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tim,=C2=A0 This is com= pleted 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 week= s....Jinny can you take a look at her clients?=C2=A0 Thank you,=C2=A0 Malin=C2=A0 Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@= thekey.com 847-853-7777 On Tue, Jul 22, 2025 at 11:49=E2=80=AFAM Timo= thy Thomas &lt; tt@thekey.com &gt; wrote= : If you think the original stated intention of long term was wrong. Make= a note of that as well.=C2=A0 On Tue, Jul 22, 2025 at 12:17=E2=80=AFPM= Jinniefer Castillo &lt; jinniefer.castillo@thekey.com &gt; wrote: Received. I=E2=80=99ll wo= rk on it today. Thank you.=C2=A0 On Tue, Jul 22, 2025 at 11:15=E2=80=AF= AM Timothy Thomas &lt; tt= @thekey.com &gt; wrote: Good morning team, I need some urgent assistance with a deactivated client report. Please re= view the spreadsheet=C2=A0enclosed and provide me with comments and reasoni= ng on why these clients did not achieve=C2=A0their stated long-term intenti= on as clients. For those clients under Nancy&#39;s purview, please get toge= ther and pull whatever information you=C2=A0can find for me.=C2=A0 https://docs.google.com/spreadsheets/d/1hTpx3-_chnk89wF7pfV45-aeckYP6kKwj= GFAKzqKMKo/edit?gid=3D0#gid=3D0 I need this co= mpleted before the end 

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