Re: Client Success Manager Rack and Stack

Hello Regional Directors,
Half way through the month and here are our metrics through 1/16/2022. The
CT seems to continue to hold the top spots for billable hours. Shout out to
Mia Henricks in Tx with 23 starts (tell us your secret Mia). Let's keep the
focus on balancing our teams and sharing your success with each other.
Please look at those in the bottom third of the report and see first should
they be on the report (let me know if inaccurate) and if they should be,
how do we drive them to the expected goals. Here to help and support. We
all win together so let's continue to work together. Love any and all
feedback. Angie

On Wed, Jan 18, 2023 at 11:07 PM Angie Markwell <angie.markwell@thekey.com>
wrote:

> Hello Regional Directors,
>
> As promised, Ben and team are providing the latest data for us all so
> thank you Ben. All individuals with a Client Success Manager Title should
> be included here, and we will be looking at productivity and success based
> on both billable hours and total client starts. . Of note as always please
> review the report and ensure your teams are accurate as listed. Any
> discrepancies please email me and I will work to determine the issue and
> correct it.
>
> The CT, NJ, NY teams are all sitting in the top 10 plus spots with
> Florida, VA and CA not far behind. Of course we are early in the month and
> so I have no doubt you are all going to be working with your teams to push
> to #1.
>
> Some things to possibly consider as you look at your teams. The goal is to
> equally distribute the work among your teams to create the best client and
> team experience. If they are not, consider workload. You should have the
> right number of IC to potentially meet the goals and have some room for
> growth to get to their maximum potential. In smaller markets where you may
> not have the volume please work with your Division Head to determine the
> best model given your challenges.
>
> As a reminder, the goal is for every Client Success Manager to hit 12
> starts and manage 13,200 billable hours with the goal of maximizing their
> potential to get to 16 starts and 19,800 billable hours.
>
> Please feel free to share this with your teams and thank them for their
> hard work.
>
> Angie Markwell
> Head of Northeast and Canada Divisions
> * Please note my email has changed: *
> angie.markwell@thekey.com
> <https://brand.thekey.com/esg/angie.markwell@thekey.com>
> 775-742-9930 (c)
> TheKey.com <https://www.thekey.com/>
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