Re: ASM Account Transition Plan

From
Amelia Howard <amelia.howard@thekey.com>
To
Scott Viscomi <sviscomi@thekey.com>
CC
Earl Blair <earl.blair@thekey.com>, Timothy Thomas <tt@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>
Date
2026-02-27 15:53:54
Folder
INBOX
--0000000000009bcbaa064bd546f3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Scott, Thank you for the update on the account transition process and for getting this process started with Claudia and Nil. Thank you for also scheduling, Virtual or in-person sessions, this will help ensure everyone is aligned for a successful transition. Amelia Howard Regional Manager Chicago and Milwaukee On Fri, Feb 27, 2026 at 10:56=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 today= . > > 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?u= sp=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 to go to > TheKey's Facebook page.] [image: > Click to go to TheKey's Instagram page.] > > > > > > --0000000000009bcbaa064bd546f3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Scott, T= hank you for the update on the account transition process and for getting t= his process started with Claudia and Nil.=C2=A0 Thank you for als= o scheduling, Virtual or in-person sessions, this will help ensure everyone= is aligned for a successful transition. Amelia Howard = Regional Manager Chicago and Milwaukee On Fri, Feb 27, 2026 at 10:56=E2=80=AFAM Scott Viscomi &lt; sviscomi@thekey.com &gt; wrote: Roger all Process underway: 1. Claudia selected 9 of the 30 items I = assigned to her. 2. Nil is making similar=C2=A0selections, and I = am assigning them to her today. HCLs and I will me= et 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 &lt; earl.blair@thekey.com &gt; wrote: Hi Scott, As discussed, will you outline the following: = The Accounts you&#39;ll own (You me= ntioned holding onto 5 accounts) Which accounts will shift to Nil a= nd which accounts if any will shift to Claudia? Will the GM ass

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