Perfect!!
Also, I’d like to replicate in the other districts what we are doing in mtl. Send emails to existing clients with the care manager in cc. What do you think?
If you're okay with it, could I have the current client list with the name of CM by district? I will use the same email that you have already approved.
I can prepare an email Monday that you can transfer to the CM's and GM's letting them know what to expect.
Thanks,
Amanda
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________________________________
From: Timothy Thomas <tt@thekey.com>
Sent: Friday, September 6, 2024 9:28:26 AM
To: Amanda Mansfield <amansfield@joinlifeguard.com>; Joey Taylor <joey.taylor@thekey.com>
Subject: YTD Leads
Hi Amandda,
Here are all of the leads we closed out as of January 1st to date across all canadian markets.
Next I will pull opportunities within SF which were closed out for any reason other than mortality.
--
Tim Thomas
Head of Midwest & Canada Divisions | TheKey
Mobile: 514.591.9387
[TheKey]<https://www.thekey.com/>