Re: New client Sue

From
Katie Buell <kbuell@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
Thu, 24 Aug 2023 15:43:52 -0700
Folder
INBOX
--0000000000000f5efb0603b2f74b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 TheK= ey? 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 someth= ing 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 wrot= e: > 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 will >> just need Pandadoc support to assist in adding the "d/b/a TheKey" to the= m. >> >> On Thu, Aug 17, 2023 at 6:23=E2=80=AFAM Timothy Thomas w= rote: >> >>> 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 Care >>> Assistance. See attached from the CRA. >>> >>> @Steve Koyanagi Is it possible to update our >>> consent agreements across Canada to reflect the name change? >>> >>> Thanks, >>> Tim >>> >>> On Wed, Aug 16, 2023 at 9:09=E2=80=AFPM Shawntel Sousa >>> wrote: >>> >>>> Hi all, >>>> >>>> I=E2=80=99m having a huge issue with a new prospective client Sue. She= is not >>>> willing to sign the consent agreement because of the fact that we are >>>> operating as a numbered company but it doesn=E2=80=99t mention the key= in our >>>> agreements and the HCA name and logo are in the agreements not the key= . >>>> >>>> I brought this up a few weeks ago to see if this could be changed >>>> because it doesn=E2=80=99t make sense that we are still using home car= e assistance >>>> in our consent agreements instead of The Key and now I=E2=80=99m runni= ng into a >>>> road block. >>>> >>>> Can we get this changed? Or can someone give me a response that she >>>> would accept because I have tried to explain this to her in every whic= h way >>>> possible and she said she will not sign an agreement home care assis