Re: VIP Client Interviews

From
Kadie Marlin-Chambers <kchambers@thekey.com>
To
Dawn Peluso <dpeluso@thekey.com>
CC
Ali Puckett <apuckett@thekey.com>, Audra Williams <audraw@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Will Reid <wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>
Date
Thu, 2 May 2024 12:26:58 -0400
Folder
INBOX
--0000000000001b585e06177b133c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received, thank you On Thu, May 2, 2024 at 12:24=E2=80=AFPM Dawn Peluso wr= ote: > Received > Dawn Peluso > General Manager SE Florida > 4218 Northlake Blvd > Palm Beach Gardens, FL 33410 > > 220 Congress Park Drive #330 > Delray Beach 33445 > > 555 Winderley Place #300 > Maitland, FL 32751 > > 6365 NW 6th Way Ste 210 > Fort Lauderdale, FL 33309 > > *Please note my email has changed:* > dpeluso@TheKey.com > Cell (561) 815-4376 > Office (561) 826-9282 > TheKey.com > [image: TheKey] > > The information contained in this transmission may contain privileged and > confidential information, including patient information protected by > federal and state privacy laws. It is intended only for the use of the > person(s) named above. If you are not the intended recipient, you are > hereby notified that any review, dissemination, distribution, or > duplication of this communication is strictly prohibited. If you are not > the intended recipient, please contact the sender by reply email and > destroy all copies of the original message. > > > > On Thu, May 2, 2024 at 12:21=E2=80=AFPM Ali Puckett = wrote: > >> Received and will start working on this! >> >> On Wed, May 1, 2024 at 6:46=E2=80=AFPM Audra Williams wrote: >> >>> 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 >>> >>> - >>> >>> *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 y= our 2 >>> clients! >>> - >>> >>> *Data Entry:* Google Form >>> >>> will be utilized by the CSM to complete the interview questions. >>> - >>> >>> *Completion Date:* Google form will need to be completed by CSM=E2= =80=99s >>> 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 >>> >>> >>> [image: TheKey] >>> >> >> >> -- >> *Ali Puckett* >> General Manager-Cincinnati >> apuckett@thekey.com >> cell: 513-390-0905 >> office: 513-891-2273 option 3 >> *Please review us on Facebook or Google!* >> h ttps://www.facebook >> .com/TheKeyCincinnati >> Click here >> >> for Google Review >> [image: TheKey] >> <https://www.google.com

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