--00000000000022a7b506452289d4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You can make your own tab if you would like. That works for me! I can always combine if needed. Best, On Tue, Dec 2, 2025 at 11:25=E2=80=AFAM Claudia Hernandez wrote: > Hi Audra > > Is it possible we add a tab for each office team to make it easier OR is > the expectation we add every client in the one tab? > > Thank you. > > > Claudia Hernandez > > Regional Manager | TheKey > > Mobile: 925-628-0074 > > Office: 925-820-8390 > > [image: TheKey] > > > > On Mon, Dec 1, 2025 at 5:56=E2=80=AFPM Audra Williams = wrote: > >> Hi Team! >> >> As part of our enhanced client experience initiative, we are implementin= g >> a new process to ensure that all new Tier 1 clients receive a welcome >> blanket and water bottle during their second QA visit, which occurs at >> approximately the 60-day mark (January). >> >> To support consistency and visibility, we=E2=80=99ve created a Tracking >> Spreadsheet >> with >> the following fields: >> >> - >> >> Location >> - >> >> Client Name >> - >> >> 60-day QAV date >> - >> >> Whether a blanket/water bottle was provided >> - >> >> CSM name >> - >> >> Notes >> >> *Please update this tracker after completing the 60-day QAV for your new >> Tier 1 clients.* >> >> Capturing this information not only ensures all clients receive the same >> warm welcome experience, but it also allows us to connect these engageme= nt >> touchpoints to retention. As we continue to strengthen our client >> experience, it=E2=80=99s important that we measure how early, meaningful= gestures >> impact long-term satisfaction and loyalty. >> >> *Please also place your initials on the second tab of the tracker, in >> Column A and B, once you have received your shipment of blankets and wat= er >> bottles.* >> >> If you have any questions about the process or the tracking tool, please >> let me know. >> >> Thank you for your partnership and attention to detail. >> >> NOTE: We are aware that only 1 water bottle arrived to many of our >> offices but the remainder are shipping out. >> Best, >> >> >> -- >> Audra Williams >> Director, Divisional Operations >> audraw@thekey.com >> Mobil