Re: Detractor Alert: James "Jim" Bulloch | 1000000000042358

From
Keri Thrush <kthrush@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Winnipeg West <clientservice@thekey.com>, Winnipeg West <aruffin@thekey.com>, Timothy Thomas <tt@thekey.com>, Angie Markwell <angie.markwell@thekey.com>
Date
Tue, 8 Nov 2022 10:48:17 -0800
Folder
INBOX
Hi, Cheryl!

Just checking in to see if there are any updates on Jim? My follow up is
scheduled with Jesse tomorrow.

On Mon, Oct 24, 2022 at 12:51 PM Keri Thrush <kthrush@thekey.com> wrote:

> Hi, team!
>
> I was able to speak with Jesse this morning briefly. The details of our
> call are below.
>
>    - She acknowledged that this is the beginning of a relationship and a
>    learning curve
>    - She mentioned understanding caregiver expectations around giving
>    their phone numbers would be helpful
>       - There are some PT videos that she wanted to share with the
>       caregivers through email or cell number and the caregivers were
>       hesitant due to being unsure about the rules. I told Jesse that her case
>       manager will be communicating with her on how to accomplish this and will
>       also be communicated to caregivers
>    - She mentioned that she does not have a direct number to reach her
>    case manager and that it would be helpful to have vs a general line
>
> I committed to following up with Jesse in two weeks and will reach out
> prior to. Please let me know if you have any questions.
>
> Thank you,
>
> On Tue, Oct 18, 2022 at 10:46 PM Keri Thrush <kthrush@thekey.com> wrote:
>
>> Fantastic! Thanks, Cheryl!
>>
>> On Mon, Oct 17, 2022 at 4:57 PM Cheryl Cartwright <ccartwright@thekey.com>
>> wrote:
>>
>>> Hi Keri,
>>>
>>> Let me look into this a little more. I do know who the client is but I
>>> want to learn more about these caregiver cancellations.
>>>
>>> I will touch base with you tomorrow,
>>>
>>> Cheryl
>>>
>>> On Mon, Oct 17, 2022 at 7:09 PM Keri Thrush <kthrush@thekey.com> wrote:
>>>
>>>> Hi, Cheryl.
>>>>
>>>> Adding you to this thread to allow you to pull in stakeholders for
>>>> pre-planning.
>>>>
>>>> Thank you,
>>>>
>>>> On Mon, Oct 17, 2022 at 2:07 PM Medallia <noreply@app.medallia.com>
>>>> wrote:
>>>>
>>>>> Client Name: James "Jim" Bulloch
>>>>>
>>>>> CC ID: 1000000000042358
>>>>>
>>>>> Primary Contact: Jesse Bulloch
>>>>>
>>>>> PC Contact Info: jgbulloch@gmail.com / +5612709598
>>>>>
>>>>> Survey Delivery: Email
>>>>>
>>>>>
>>>>> Division: Canada Business Unit: Winnipeg Tenure: Less Than 4 Weeks
>>>>> Actual Customer Segment: Elephant Stated Customer Segment: Turtle Survey:
>>>>> SOC Survey 1 Main Score: 6 Comments: Pleasant, enthusiastic, competent.
>>>>> Staff cancelled 3 of 5 days scheduled Please click here to see the full
>>>>> survey response and learn more about the client:
>>>>> https://hca.medallia.com/hca/respInvForm.do?surveyid=150362
>>>>>
>>>>
>>>
>>> --
>>> *Cheryl Cartwright*
>>> *Regional, Client Success, Canada *
>>> Home Care Assistance
>>> Office: 416-488-8777 <4164888777>
>>> Toronto, ON (EST)
>>> torontohomecareassistance.ca <https://www.torontohomecareassistance.ca/>
>>> ---
>>> Read Our Testimonials <https://homecareassistance.com/reviews>
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>>> ccartwright@homecareassistance.com
>>>
>>

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