Re: Project Protect the Castle - Progress Update 6/10

From
Joey Taylor <joey.taylor@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Chad Everitt <chad.everitt@thekey.com>
Date
Wed, 26 Jun 2024 11:30:14 -0400
Folder
INBOX
--000000000000995a7d061bccb134 Content-Type: multipart/alternative; boundary="000000000000995a7b061bccb133" --000000000000995a7b061bccb133 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Chad, Tim is off this week and we have had no response on this (since June 11th). I know Project Castle is due end of week so just want to make sure it is 100% complete for Montreal. Thanks, On Mon, Jun 24, 2024 at 7:23=E2=80=AFPM Timothy Thomas wrot= e: > Hi Julia > > Could you please update these for Montreal asap so Joey can close out his > documentation. > > Thanks > > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > > > On Tue, Jun 18, 2024 at 11:32=E2=80=AFAM Joey Taylor > wrote: > >> Hey Julia, >> >> *Here is the list:* >> 1. Daniel Sigler --> Keep >> 2. Altomedic (Agence d'h=C3=A9bergement Dor=C3=A9) --> Keep >> *3. Complete Care --> Replace with Le Cambridge Residence* >> ***Complete Care is a company we bought 2 years ago. They are linked to >> certain clients but are not a referral partner >> 4. Claire Webster --> Keep >> *5. Lianas Services --> Replace with Le Waldorf Residence * >> ***Lianas Services have acquired a Home Care Company and are now >> competition in this space >> *6. Gerontologis --> They have 2 key agents that refer us clients >> regularly. I propose splitting these 2 as separate accounts.* >> -->6. Kate Coulter (Gerontologis) >> 7. Cheryl Adams (Gerontologis) >> *8. R=C3=A9sidence Belvederes de Lachine - Chartwell --> Replace with >> Residence Chateau Pierrefonds * >> ***We did a lot of work with Belvedere during the pandemic but the >> clients in that building generally can't afford our care >> *9. R=C3=A9sidence Sunrise Beaconsfield --> Replace with Residence Sunri= se of >> Dollard des Ormeaux * >> ***We have a referral partner Eddy within this building who has referred >> us 3 clients in the last month (1 SOC) >> *10. Hopital Marie-Clarac --> Replace with Residence Manoir Outremont - >> Cogir * >> ***We have no connections in this hospital >> >> Can we make sure these accounts are referenced in the Project Castle for >> Montreal! >> >> Thank you, >> >> On Mon, Jun 17, 2024 at 8:57=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Hi Tim & Joey, >>> >>> It looks like many of the accounts from your list are already Project >>> Castle accounts. All Project Castle accounts were identified based on >>> historical revenue data. >>> I'm not sure I understand the request? >>> >>> Thank you for any clarification you can provide. >>> >>> *Here is the list:* >>> Daniel Sigler >>> Altomedic (Agence d'h=C3=A9bergement Dor=C3=A9) >>> Complete Care >>> Claire Webster >>> Lianas Services >>> Gerontologis >>> R=C3=A9sidence Belvederes de Lachine - Chartwell >>> R=C3=A9sidence Sunrise Beaconsfield >>> R=C3=A9sidence Manoir Outremont - Cogir >>> Hopital Marie-Clarac >>> >>> >>> >>> >>> On Tue, Jun 11, 2024 at 6:30=E2=80=AFAM T

Thread (1)