Re: Client Processes TOR/Winnipeg*

From
Tyler Ferguson <tyler.ferguson@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
Allison Brennan <allison.brennan@thekey.com>, Brian Boxall <bboxall@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Sydney Liu <sydney.liu@thekey.com>, Taylor Cleland <tcleland@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 5 Dec 2022 14:51:50 -0500
Folder
INBOX
--000000000000530ced05ef1a0581 Content-Type: text/plain; charset="UTF-8" Noted. On Mon, Dec 5, 2022 at 12:56 PM Ali Malik wrote: > Hi Team, > > I want to develop a client communication process to make it easier on all > of us when client issues arise. > > We have many requests on a weekly basis from clients regarding various > issues i.e creditcard, bookings, invoice request, account statements etc. > > These requests get sorted out based on when they arrive. Currently it is > only myself handling all requests and changes. I would appreciate it if we > can develop a process where we have a 24-48hour business day turnaround. > > We had clients in the past emailing on a weekend and getting frustrated > with no response back. If we make clients aware that we will handle all > inquiries within 24-48 business hours, it'll ease the miscommunication. > > I will discuss with Tim and get input on how we can strengthen any loose > ends when it comes to policies and procedures/ system issues. > > Until we figure out a plan going forward, please when communicating with > clients, let them know we are working on their request and will respond > within 24-48 business hours. > > If there are any issues with this, please don't hesitate to reach out. > > Warm regards, > > -- > *Ali Malik* > Manager - Financial Operations > > -- *Tyler Ferguson* Staffing Manager Office: 416-488-8777 Cell: 647-406-8719 Mavencare | Powered by Home Care Assistance --000000000000530ced05ef1a0581 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Noted.=C2=A0 On Mon, Dec 5, 2022 at 12:56 PM Ali Mali= k &lt; ali.malik@thekey.com &gt; = wrote: Hi Team, I want to develop=C2=A0a client communication process to make it easier = on all of us when client issues arise. We have man= y requests on a weekly basis from clients regarding various issues i.e cred= itcard, bookings, invoice request, account statements etc. These requests=C2=A0get sorted out based on when they arrive. Curr= ently it is only myself handling all requests and changes. I would apprecia= te it if we can develop a process where we have a 24-48hour business day tu= rnaround.=C2=A0 We had clients in the past emailin= g on a weekend=C2=A0and getting frustrated with no response back. If we mak= e clients aware that we will handle all inquiries within 24-48 business hou= rs, it&#39;ll=C2=A0ease the miscommunication. I wi= ll discuss with Tim and get input on how we can strengthen=C2=A0any loose e= nds when it comes to policies and procedures/ system issues. = Until we figure out a plan going forward, please when communicat= ing with clients, let them know we are working on their request and will re= spond within 24-48 business hours.=C2=A0 If there = are any issues with this, please don&#39;t=C2=A0hesitate to reach out. Warm regards, -- = Ali Malik Manager - Financial Operations=C2=A0 -- Tyler Ferguson Staffing Manager Office: 416-= 488-8777 =C2=A0 Cell: 647-406-8719 <p dir=3D"ltr" style=3D"color

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