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
<https://docs.google.com/spreadsheets/d/1hlFn0tYU5eucPCxLVhkWHdqcydX3pZZh/edit#gid=158798287>
-
*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 your 2
clients!
-
*Data Entry:* Google Form
<https://docs.google.com/forms/d/e/1FAIpQLSdvq165YnzszF_Ta7JrjI_Dhk9Eax_6daa81TaXjndnECS6Vg/viewform?usp=sf_link>
will be utilized by the CSM to complete the interview questions.
-
*Completion Date:* Google form will need to be completed by CSM’s 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 <https://www.thekey.com/>
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