Re: Automated Client Communication – Canada Amalga mation

From
Audra Williams <audraw@thekey.com>
To
Tammi Franzese <tammi.franzese@thekey.com>
CC
Umesh Shah <ushah@thekey.com>, Timothy Thomas <tt@thekey.com>, Nina Kani <nkani@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
Thu, 16 Oct 2025 12:57:51 -0700
Folder
INBOX
--00000000000061449f06414c0af9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We have about 380 clients that will need to receive the email. Let me see if I can get that list to you. Best, On Thu, Oct 16, 2025 at 12:42=E2=80=AFPM Tammi Franzese wrote: > Hi Audra and Umesh, > > Thank you again for meeting with me today. Luckily, our attorney got back > to me quickly. The attached template is approved to send to all affected > clients without the need for personalization. > > The target date to send this template to all affected clients by email > with delivery and read receipts is Oct. 27, 2025. > > The CAD entities that are merging, which will affect their clients, are > listed in the subject line of the template. They're also listed below for > your easy reference. > > Orofresh Enterprises Inc. > > 2004437 Alberta Ltd. > > SJD Care Services Inc. > > Home Care Assistance (Montreal) Inc./Assistance Et Soins a Domicile > (Montreal) Inc. > > Arya Healthy Living Oakville Inc. > > Prairie Senior Care Inc. > > I don't know how many clients will need to receive this notice but I'm > sure @Audra Williams can point us in the right > direction. > > Feel free to contact me if you have any questions. > > Sincerely, > > Tammi Franzese > > Senior Corporate Paralegal | TheKey > > Mobile: 813.521.5269 > > > > > > On Wed, Oct 15, 2025 at 10:47=E2=80=AFAM Tammi Franzese > wrote: > >> Good Morning Audra and Umesh, >> >> Thank you, Audra, for initiating this effort. I'll schedule a call for u= s >> to review this, discuss what is needed to make this happen, and set the >> start date. I'll get it on our calendars ASAP so this initiative can be >> completed by the legal deadline. Kindly note that the *client notices >> must be sent by email no later than Nov. 1, 2025,* so we have about two >> weeks to accomplish this. >> >> Let me know if others should attend this meeting, and I'll be sure to >> include them. >> >> Thank you in advance for your assistance. >> >> Sincerely, >> >> Tammi Franzese >> >> Senior Corporate Paralegal | TheKey >> >> Mobile: 813.521.5269 >> >> >> >> >> >> On Tue, Oct 14, 2025 at 2:17=E2=80=AFPM Audra Williams wrote: >> >>> Hi Umesh! >>> >>> I wanted to check in to see how we might be able to send out an >>> automated email to all clients in Canada to notify them of our amalgama= tion. >>> >>> Is there a way to manage this centrally so that it goes out >>> automatically and we don=E2=80=99t place additional burden on the field= teams? >>> Ideally, we=E2=80=99d want the communication to be consistent, branded,= and >>> trackable, while ensuring that all active clients receive it. >>> >>> Please let me know what options might be available or what information >>> you=E2=80=99d need from my end to get started. >>> >>> Thank you so much for your help! >>> >>> Best, >>> >>> -- >>> >>> *Audra N. Williams* >>> >>> Director, Divisional Operations | TheKey >>> >>> Mobile: 425.757.7027 >>> >>> >>> >>> --=20 *Audra N. 

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