Re: ASM Account Transition Plan

From
Scott Viscomi <sviscomi@thekey.com>
To
Earl Blair <earl.blair@thekey.com>
CC
Kevin Parker <kevin.parker@thekey.com>, Timothy Thomas <tt@thekey.com>, Amelia Howard <amelia.howard@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>
Date
2026-03-02 07:33:27
Folder
INBOX
--0000000000007303de064c0aa2e4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Earl, Hand over is already underway and ongoing. GOAL: Complete by EOW. I=E2=80=99ve tagged you, along with each rep in a working =E2=80=9CGoogle K= eep=E2=80=9D file with running notes per account where applicable. Handover involves a personal call from Me to the account followed by a warm email intro at a minimum (where there=E2=80=99s already a relationship). It may also include a scheduled joint F2F meeting (ie Dr Gallagher) office, or a virtual meeting if preferred/ most expedient. I=E2=80=99ll keep you posted. Best, *Scott Viscomi, MBA* Head of Enterprise Partnerships | TheKey Mobile: 847.508.6909 https://thekey.com Book a 30 minute meeting with me! [image: Click to go to TheKey's LinkedIn page.] [image: Click to go to TheKey's Facebook page.] [image: Click to go to TheKey's Instagram page.] On Mon, Mar 2, 2026 at 7:24=E2=80=AFAM Earl Blair w= rote: > Scott, > > Please specify which 9 accounts will be assigned to Claudia and which wil= l > transfer to Nil. As things are moving fast, what's a realistic timeline f= or > the handover? (End of March, Next two weeks, etc?) > > Thanks for making this a priority. > > Make It A Great Day On Purpose > *Relentless Pursuit Of Excellence* > > *Earl Blair* > > Regional Director of Business Development -South East/Mid West Region | > *TheKey* > > Mobile: 770-238-8694 > > earl.blair@TheKey.com > > > [image: > https://drive.google.com/file/d/1dU-3rgOqrWxMSwwqJbxo5GR2rMQxW2Hk/view?us= p=3Dsharing] > > > > On Fri, Feb 27, 2026 at 11:56=E2=80=AFAM Scott Viscomi > wrote: > >> Roger all >> Process underway: >> 1. Claudia selected 9 of the 30 items I assigned to her. >> 2. Nil is making similar selections, and I am assigning them to her toda= y. >> >> HCLs and I will meet to discuss warm hand off (virtual or in-person if >> necessary) actions. >> >> >> >> >> On Fri, Feb 27, 2026 at 10:51=E2=80=AFAM Earl Blair >> wrote: >> >>> Hi Scott, >>> >>> As discussed, will you outline the following: >>> >>> >>> - The Accounts you'll own (You mentioned holding onto 5 accounts) >>> - Which accounts will shift to Nil and which accounts if any will >>> shift to Claudia? >>> - Will the GM assume any accounts? >>> >>> Let's also understand the timing for warm account transfers to set our >>> HCLs up for success. >>> >>> Make It A Great Day On Purpose >>> *Relentless Pursuit Of Excellence* >>> >>> *Earl Blair* >>> >>> Regional Director of Business Development -South East/Mid West Region | >>> *TheKey* >>> >>> Mobile: 770-238-8694 >>> >>> earl.blair@TheKey.com >>> >>> >>> [image: >>> https://drive.google.com/file/d/1dU-3rgOqrWxMSwwqJbxo5GR2rMQxW2Hk/view?= usp=3Dsharing] >>> >>> >> >> >> -- >> >> *Scott Viscomi, MBA* >> >> Head of Enterprise Partnerships | TheKey >> >> Mobile: 847.508.6909 >> https://thekey.com >> Book a 30 minute meeting with me! >> >> [image: Click to go to TheKey's LinkedIn page.] >> [image: Click

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