--0000000000007715b9061fb95299 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Audra. On Thu, Aug 15, 2024 at 7:03=E2=80=AFAM Audra Williams = wrote: > Hi Aretha and Emily! (cc'd Danielle for visibility upon her return) > > Thank you for meeting with myself and Tm yesterday. I wanted to send thi= s > follow-up so that we are all on the same page and to see if I am forgetti= ng > any important steps. I was able to speak with Denny so he is also aligne= d > that Micah will assist with our clients in our communities. > > Here > is > the spreadsheet that we reviewed on the call. > > - Place Micah's name Column J if the client lives in a community. > - Place Emily's name in Column J for all Oasis clients as she will > continue to manage those at this time. > - Emily to review all clients that she has managed prior or is > familiar with and place her name in Column J. > - Aretha to add next QA visit date on Column K. > - If client lives in a community, please place community name in > Column L. > > ACTION ITEMS: > > - @Audra Williams set up meeting on Monday to > review spreadsheet with Aretha, Emily, Micah and Denny. > - @Aretha Ilion set up a client roster > review with Emily and Micah no later than Friday 8/23. > - @Aretha Ilion will communicate with > client/point of contact that she will be transitioning to a new role w= ithin > TheKey, followed by an email to intro Emily or Micah. > - @Emily Sun and @Micah Jakoblich > will immediately respond to the email > Aretha sends introducing themselves. (Emily has a template email for t= his > that you can use Micah!!) > - @Audra Williams arrange for Aretha's InContact > training. I have sent email to Jeff and Gayle and will follow up in t= his > thread with plan. I asked for training on Thursday 8/22. > - Client Transition Date- no later than 8/26. > - Aretha will go live with her new role on 8/26. > > Please let me know if I have forgotten anything or if you have any > questions at all! I appreciate everyone jumping in to support and make > Milwaukee successful! > > Best, > > -- > Audra Williams > Director, Divisional Operations > (425) 757-7027 > TheKey.com > > > [image: TheKey] > --=20 *Aretha Ilion* *Client Success Manager* *aretha.ilion@thekey.com * *Direct -(414) 208-54308x8 -(414) 207-6848* *TheKey.com* [image: TheKey] --0000000000007715b9061fb95299 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Audra. On Thu, Aug 15, 202= 4 at 7:03=E2=80=AFAM Audra Williams < audraw@thekey.com > wrote: Hi Aretha and Emily!=C2=A0 (cc'd Danielle= for visibility upon her return) Thank you for meeting with myself and T= m yesterday.=C2=A0 I wanted to send this follow-up so that we are all on th= e same page and to see if I am forgetting any important steps.=C2=A0 I was = able to speak with Denny so he is also aligned that Micah will assist=C2=A0= with our clients in our communities. Here =C2=A0is the spreadsheet t