Re: TheKey App - tracking users for follow up

From
Angie Markwell <angie.markwell@thekey.com>
To
Erica Smith <erica@thekey.com>
CC
Amy Joiner <amyjoiner@thekey.com>, Barb Iman <barbara.iman@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Brecca Quigley <bquigley@thekey.com>, Brittany Dudics <brittany.dudics@thekey.com>, Carmella Miller <camiller@thekey.com>, Carol Miller <carol.miller@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Catherine Beddow <cbeddow@thekey.com>, Christine Alessio <christine.alessio@thekey.com>, "Christina O'Loughlin" <coloughlin@thekey.com>, DaCaria Adams <dacaria.adams@thekey.com>, Debra Davis <ddavis@thekey.com>, Deborah Kubek <deborah.kubek@thekey.com>, Deb Frye <dfrye@thekey.com>, Doreen Katusabe <dkatusabe@thekey.com>, Dawn Kellerman <dkellerman@thekey.com>, Emily Sun <emily.sun@thekey.com>, Euphemia Mah <euphemia.mah@thekey.com>, Hashim Kanasieu <hashim.kanasieu@thekey.com>, Heather Gardner <heather.gardner@thekey.com>, Heather Houston <heather.houston@thekey.com>, Jay Skypeck <jason.skypeck@thekey.com>, Joan Davis <jdavis@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Jeremy Kamm <jkamm@thekey.com>, Jennifer Muskat <jmuskat@thekey.com>, Joan McCormick <joan.mccormick@thekey.com>, Judy Gerald <judy.gerald@thekey.com>, Kendra Allen <kallen@thekey.com>, Karen Keesee <karen.keesee@thekey.com>, Kat Banks <katherine.banks@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Katie Dejarnette <kdejarnette@thekey.com>, Kenzie Colton <kenzie.colton@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>, Kendra Smith <ksmith@thekey.com>, Linda Gregory-Duncan <lduncan@thekey.com>, Lynn Nelson <lynn.nelson@thekey.com>, Marybeth Waldner <marybeth.waldner@thekey.com>, Mary Catherine McCarty <marycatherine.mccarty@thekey.com>, Mary Jo Lucia <maryjo.lucia@thekey.com>, Malachi Whittemore <mwhittemore@thekey.com>, Natalya Alf <nalf@thekey.com>, Nadine Austin <naustin@thekey.com>, Nancy Hopkins <nhopkins@thekey.com>, Oliver Diaz <odiaz@thekey.com>, Olga Wymore <owymore@thekey
Date
Mon, 30 Jan 2023 21:11:48 -0500
Folder
INBOX
--000000000000df21f605f385dc23 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Erica. Northeast Team please take the opportunity as we talk to our clients about TheKey App as it can be their way of getting real time communication to you, us and for you and us back to them. They may need a little encouragement from you to try it. Like Mikey said - "Try it, you'll like it" =F0=9F=98=81 On Mon, Jan 30, 2023 at 11:53 AM Erica Smith wrote: > Hi all, > > Hope you are well. As you move forward this week with outreach for TheKey > App, we have put together this sheet > to > help you track progress. This sheet will be refreshed daily to give you > helpful and timely visibility into users. If your clients have > not downloaded the app following their emailed invitation, please reach > out to them to provide clarity on the benefits of TheKey App. > > A few notes: > > *Column A *- mark this if the office has contacted the invitee > *Column B* - mark this if the invitee says they have accessed the app > (this should match up with Column E, but if not, please flag - we will > investigate) > *Column C* - if the client needs to be removed from email list (deceased) > *Column D* - if the client needs to be removed from email list (inactive) > *Column F* - a green phone number will automatically populate here if our > data reflects that this invitee has used the app > > Please let me know if you have any questions! > > Thanks and best, > Erica > > -- > Erica Smith > Head of Client Experience > * Please note my email has changed: * > erica@thekey.com > 203-722-5288 > TheKey.com > [image: TheKey] > --000000000000df21f605f385dc23 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Erica. Northeast Team please take the opportunity= =C2=A0as we talk to our clients about TheKey App as it can be their way of = getting real time communication to you, us and for you and us back to them.= They may need a little encouragement from you to try it. Like Mikey said -= &quot;Try it, you&#39;ll like it&quot;=C2=A0=F0=9F=98=81=C2=A0 On Mon, Jan = 30, 2023 at 11:53 AM Erica Smith &lt; er= ica@thekey.com &gt; wrote: Hi all, Hope y= ou are well. As you move forward this week with outreach for=C2=A0 The= Key =C2=A0 App , we have put together=C2=A0 this sheet =C2=A0to help y= ou track progress. This sheet will be refreshed daily to give you helpful a= nd timely visibility into=C2=A0 users . If your clients have not= =C2=A0downloaded=C2=A0the app following their emailed invitation, please re= ach out=C2=A0to them to provide clarity on the benefits of TheKey App. A few notes: Column A - mark this if the office has c= ontacted the invitee Column B - mark this if the invitee says they have accessed th= e app (this should match up with Column E, but if not, please flag - we wil= l investigate) Column C - if the client needs t= o be removed from email list (deceased) Column D - if the client needs to be remov

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