Re: New client Sue

From
Katie Buell <kbuell@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>
Date
Wed, 30 Aug 2023 08:36:32 -0700
Folder
INBOX
--000000000000daff72060425b10c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirming receipt. Mike is no longer with the company so I will wait to hear from @Steve Koyanagi about the two open items below before I begin making changes Katie Buell, CSPO Product Manager 415-385-1721 TheKey.com [image: TheKey] On Wed, Aug 30, 2023 at 6:15=E2=80=AFAM Timothy Thomas wrot= e: > Hi Katie, > > 1. Yes this is for all of Canada. > 2. @Mike Pham could you please confirm the > exact DBA names for each canadian entity as per Katie's question. > 3. Yes please remove the HCA reference > 4. If you could please us TheKey Formerly home care assistance Logo. On > the french consent agreement, please use the attached logo. > 5. I'll let @Steve Koyanagi handle this. > > Thanks, > Tim > > > On Thu, Aug 24, 2023 at 6:44=E2=80=AFPM Katie Buell w= rote: > >> Hi Tim, >> >> Yes, I can assist with this. Some questions to address first: >> >> - Is this for all of Canada? or only specific locations? I will need >> to know which locations >> - What specifically is the d/b/a name? Is it Home Care Assistance dba >> TheKey? Or is it, for example, Home Care Assistance of Montreal dba T= heKey? >> I will need that very specific dba for each location. >> - There are several references throughout the CCA to "HCA". I assume >> those will need to be updated to TheKey as well? >> - Logo -- is it just TheKey logo, or is there a co-branded logo you >> are using? >> - @Steve Koyanagi do we just need to change >> HCA to TheKey in their agreements, or do we need to move them over to >> something similar to the new agreements being used by TheKey US? >> >> >> Katie Buell, CSPO >> Product Manager >> 415-385-1721 >> TheKey.com >> [image: TheKey] >> >> >> >> On Thu, Aug 24, 2023 at 9:52=E2=80=AFAM Timothy Thomas w= rote: >> >>> Hi Katie, >>> >>> Is this something that you could assist Canada with? >>> >>> Thanks >>> >>> ---------- Forwarded message --------- >>> From: Timothy Thomas >>> Date: Mon, Aug 21, 2023 at 12:03=E2=80=AFPM >>> Subject: Re: New client Sue >>> To: Steve Koyanagi , PandaDoc >> docs@email.pandadoc.net> >>> >>> >>> adding @PandaDoc >>> >>> Could we please update the Canadian consent agreements to include the >>> brand update, logo and name to TheKey? >>> >>> Thanks >>> >>> On Thu, Aug 17, 2023 at 11:42=E2=80=AFAM Steve Koyanagi >>> wrote: >>> >>>> All of your client agreements are in Pandadoc, correct? If yes, we wil= l >>>> just need Pandadoc support to assist in adding the "d/b/a TheKey" to t= hem. >>>> >>>> On Thu, Aug 17, 2023 at 6:23=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> Hi Shawntel, >>>>> >>>>> We are registered as a numbered company in Alberta however we also >>>>> have our DBA (Doing Business As) registrations for TheKey and Home Ca= re >>>>> Assistance. See attached from the CRA. >>>>> >>>>> @Steve Koyanagi Is it possible to update our >>>>> consent agreements across Canada to reflect the name change? >>>>> >>>>> Thank

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