Matt,
Are we still on track for a 4/1 launch for Zoom CC to Canada? I have added
the training for Desiree below:
Key Due Dates:
- March 6 (Today): I will communicate new plan with Mark
- March 13: New SOP completed by Cristal and Matt
- March 13: Matt and Cristal to notify Emily of the transition
- March 18: Tim to approve the SOP
- March 20: Matt and Cristal to create the intake chat
- March 30 or 31: Train Desiree
- March 31: After intake is closed in Canada, deploy changes for test
office
- April 1: Go Live with one office (I believe it was Vancouver)
- April 1: Upon successful routing, deploy remaining Canada offices
I recommend scheduling one more meeting with this group ealry next week to
ensure Mark has everything setup correctly, including Desiree's direct line
changes. That will also ensure we align on the deployment plan.
Thank you.
--
Bryan Carter
VP of Inside Sales
bryan.carter@thekey.com
Mobile: (901) 489-3960
https://thekey.com
<https://thekey.com>
On Fri, Mar 6, 2026 at 11:15 AM Matthew Albano <matthew.albano@thekey.com>
wrote:
> Hi Tim, Cristal, and Bryan,
>
> Thank you for the productive discussion today regarding the transition of
> our Canada operations to the Zoom Contact Center. Below is a recap of the
> key due dates and action items that I just discussed with Bryan.
>
> Key Due Dates:
>
>
> - March 6 (Today): I will communicate new plan with Mark
> - March 13: New SOP completed by Cristal and Matt
> - March 13: Matt and Cristal to notify Emily of the transition
> - March 18: Tim to approve the SOP
> - March 20: Matt and Cristal to create the intake chat
> - April 1: Go Live
>
>
> Action Items & Next Steps:
>
> Please take some time to consider what Emily will need specifically to
> ensure a successful transition. It may be beneficial to schedule a brief
> sync with her to align on expectations and support.
>
> Please let me know if I missed anything or if any of these dates need to
> be adjusted.
>
> Best,
> Matt
>
> Matthew Albano
> Director of Inside Sales
> matthew.albano@thekey.com
> Mobile: (781) 710-0688
> Office: (603) 884-9574
> https://thekey.com
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