Re: VIP Client Interviews

From
Kendra Smith <ksmith@thekey.com>
To
Kadie Marlin-Chambers <kchambers@thekey.com>
CC
Dawn Peluso <dpeluso@thekey.com>, 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 12:40:40 -0400
Folder
INBOX
--00000000000006236206177b4587 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received Thank you, On Thu, May 2, 2024 at 12:27=E2=80=AFPM Kadie Marlin-Chambers wrote: > Received, thank you > > On Thu, May 2, 2024 at 12:24=E2=80=AFPM Dawn Peluso = wrote: > >> 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 an= d >> 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 = your 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 >>> 

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