Re: ASM Account Transition Plan

From
Scott Viscomi <sviscomi@thekey.com>
To
Earl Blair <earl.blair@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Amelia Howard <amelia.howard@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>
Date
Fri, 27 Feb 2026 10
Folder
INBOX
--000000000000381dff064bd11f8b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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?us= p=3Dsharing] > > --=20 *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.] --000000000000381dff064bd11f8b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Roger all Process underway: 1. Claudia s= elected 9 of the 30 items I assigned to her. 2. Nil is making sim= ilar=C2=A0selections, and I am assigning them to her today. HCLs and I will meet to discuss warm hand off (virtual or in-pers= on if necessary) actions. On Fri, Feb 27, 2026 at 10:51=E2=80=AFAM Earl Blair = &lt; earl.blair@thekey.com &gt; = wrote: Hi Sco= tt, As discussed, will yo= u outline the following: The Accounts you&#39;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&#39;s also understand the timing=C2=A0for warm account transfers to se= t our HCLs up for success.=C2=A0 Make It A Great Day On Purpose Relentless Pursuit Of Excellence Ear= l Blair Regional Director of Business Development = -South East/Mid West Region | TheKey Mobile: 770-238-8694 earl.blair@Th= eKey.com <p

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