Re: VIP Client Interviews

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Cheryl Cartwright <ccartwright@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
Wed, 15 May 2024 13:49:58 -0600
Folder
INBOX
--00000000000055ce220618836d40 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I'm not sure I was sent this email. I checked, and nothing with the name "VIP Client Interviews" from Audra was in my inbox. Shawntel's and Brian's names are not on the spreadsheet. I assume that their clients didn't qualify? Chuck On Wed, May 15, 2024 at 1:20=E2=80=AFPM Timothy Thomas wrot= e: > Hi Team, > > Did any of your CSMs complete this project? > > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > > > ---------- Forwarded message --------- > From: Audra Williams > Date: Wed, May 1, 2024 at 6:46=E2=80=AFPM > Subject: VIP Client Interviews > To: GeneralManagers > CC: Regional Directors , Will Reid wreid@thekey.com>, Steve Sudberry > > > 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 you= r 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] > --=20 Chuck Terlesky B.A., CCPE General Manager Winnipeg and Calgary Calgary: 403-301-3777 Winnipeg: 204-489-6000 TheKey.ca [image: TheKey] --00000000000055ce220618836d40 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi = Tim, I&#39;m not sure= I was sent this email. I checked, and nothing with the name &quot;VIP Clie= nt Interviews&quot; from Audra was in my inbox. Shawntel&#39;s and Brian&#3= 9;s names are not on the spreadsheet. I assume that their clients didn&#39;= t qualify? = Chuck On = Wed, May 15, 2024 at 1:20=E2=80=AFPM Timothy Thomas &lt; tt@thekey.com &gt; wrote: Hi Team, Did any of your CSMs comple= te this project? Tim Thomas <font style=3D"font-family:Arial,Helvetica,s= ans-serif;font-size:12px;line-height:1

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