Re: VIP Client Interviews

From
Gracie Lane <glane@thekey.com>
To
Ali Puckett <apuckett@thekey.com>
CC
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
Fri, 3 May 2024 10:19:03 -0400
Folder
INBOX
--000000000000933dd406178d6743 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Maria is working on this now. Thanks, Gracie On Thu, May 2, 2024 at 12:21=E2=80=AFPM Ali Puckett w= rote: > 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 yo= ur 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 > *Please review us on Facebook or Google!* > h ttps://www.facebook > .com/TheKeyCincinnati > Click here > > for Google Review > [image: TheKey] > > > --=20 Gracie Lane General Manager * Please note my email has changed: * glane@thekey.com 843-353-7038 TheKey.com [image: TheKey] --000000000000933dd406178d6743 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Maria is working on this now. Thanks, Gracie On T= hu, May 2, 2024 at 12:21=E2=80=AFPM Ali Puckett &lt; apuckett@thekey.com &gt; wrote: Received and will start= working=C2=A0on this! <div class=3D

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