Re: Client Processes TOR/Winnipeg*

From
Tyler Ferguson <tyler.ferguson@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
Allison Brennan <allison.brennan@thekey.com>, Brian Boxall <bboxall@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Sydney Liu <sydney.liu@thekey.com>, Taylor Cleland <tcleland@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 5 Dec 2022 14:51:50 -0500
Folder
INBOX
Noted.

On Mon, Dec 5, 2022 at 12:56 PM Ali Malik <ali.malik@thekey.com> wrote:

> Hi Team,
>
> I want to develop a client communication process to make it easier on all
> of us when client issues arise.
>
> We have many requests on a weekly basis from clients regarding various
> issues i.e creditcard, bookings, invoice request, account statements etc.
>
> These requests get sorted out based on when they arrive. Currently it is
> only myself handling all requests and changes. I would appreciate it if we
> can develop a process where we have a 24-48hour business day turnaround.
>
> We had clients in the past emailing on a weekend and getting frustrated
> with no response back. If we make clients aware that we will handle all
> inquiries within 24-48 business hours, it'll ease the miscommunication.
>
> I will discuss with Tim and get input on how we can strengthen any loose
> ends when it comes to policies and procedures/ system issues.
>
> Until we figure out a plan going forward, please when communicating with
> clients, let them know we are working on their request and will respond
> within 24-48 business hours.
>
> If there are any issues with this, please don't hesitate to reach out.
>
> Warm regards,
>
> --
> *Ali Malik*
> Manager - Financial Operations
>
> --

*Tyler Ferguson*

Staffing Manager
Office: 416-488-8777

Cell: 647-406-8719

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