Re: Weekly Nurture Calls

From
Amelia Howard <amelia.howard@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 25 Mar 2026 12:01:20 -0500
Folder
INBOX
--000000000000255bd4064ddc387a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim. Just reviewed; will discuss and send to Diane. I didn't see any open items for Milwaukee. I'm sure we have a few, I will check again. We will make this a priority. Thanks for sharing. AH On Wed, Mar 25, 2026 at 11:49=E2=80=AFAM Timothy Thomas wro= te: > FYI - please ensure these calls are getting done. If your team can't get > to them, I need to know why. > > Thanks > > ---------- Forwarded message --------- > From: Chris Gerard > Date: Wed, Mar 25, 2026 at 11:12=E2=80=AFAM > Subject: Weekly Nurture Calls > To: Regional Directors , Gregory Meyers greg.meyers@thekey.com>, Audra Williams > > > RDOs- > > I'm not seeing the 50 calls per site per week getting logged into > Salesforce. The field should be doing about 3k calls per week and the > intake team doing about 2k per week. Right now, I'm only seeing about 2k > calls per week getting logged. Please ensure the CSMs are making and > logging all calls. > > > https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01ZU= H000003Do252AC/view?queryScope=3DuserFolders > > Here is the dashboard I'm using to monitor this. If the link doesn't > work, Audra, can you provide a good one? > > -- > Kind Regards, > > > *Chris Gerard* > CEO | *TheKey* > Mobile: 817-313-7913 > [image: TheKey] > --000000000000255bd4064ddc387a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim. Just reviewed; will discuss and send to Diane.= I didn&#39;t see any open items for Milwaukee. I&#39;m sure we have a few,= I will check again. We will make this a priority. Thanks for sharing. = AH On Wed, Mar 25, 2026 at 11:49=E2=80=AFAM Timo= thy Thomas &lt; tt@thekey.com &gt; wrote= : FYI - please ensure these calls are getting done. If your team can&#39;t= get to them, I need to know why. Thanks ---------- Forward= ed message --------- From: Chris Gerard &lt; chris.gerard@thekey.com &gt; Date: Wed, Mar 25, 2026 at 11:12=E2=80=AFAM Subject: Weekly Nurture Cal= ls To: Regional Directors &lt; RegionalDirectors@thekey.com &gt;, Gregory Meyer= s &lt; greg.meye= rs@thekey.com &gt;, Audra Williams &lt; audraw@thekey.com &gt; RDOs- I&#39;m not seeing the 50 call= s per site per week getting logged into Salesforce.=C2=A0 The field should = be doing about 3k calls per week and the intake team doing about 2k per wee= k.=C2=A0 Right now, I&#39;m only seeing about 2k calls per week getting log= ged.=C2=A0 Please ensure the CSMs are making=C2=A0and logging all calls.=C2= =A0=C2=A0 https://homecareassistance.lightning.forc= e.com/lightning/r/Dashboard/01ZUH000003Do252AC/view?queryScope=3DuserFolder= s Here is the dashboard I&#39;m using to m= onitor this.=C2=A0 If the link doesn&#39;t work, Audra, can you provide a g= ood one? -- Kind Regard= s, Chris Gerard = CEO =C2=A0|= =C2=A0 Th= eKey </