I was told that not to really worry about this list but to pick a plus 60
hour client per week and interview them - if that is not correct then we
are wrong as our listi s also very outdated
Sharon, Speirs
General Manager
Vancouver, BC
Office: 778.279.3634
sspeirs@thekey.com
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Wed, May 15, 2024 at 12:52 PM Joey Taylor <joey.taylor@thekey.com> wrote:
> Hey Chuck,
>
> I had the same issue, this is first I am seeing of this email.
> Things I noticed:
> 1. Canada Clients are tagged to cities like Cleveland and Cincinatti
> 2. There are clients on this list from 2018?
> Montreal has 100+ clients here.
>
> On Wed, May 15, 2024 at 3:50 PM Chuck Terlesky <cterlesky@thekey.com>
> wrote:
>
>> Hi Tim,
>>
>> I'm not sure I was sent this email. I checked, and nothing with the name
>> "VIP Client Interviews" from Audra was in my inbox. Shawntel's and Brian's
>> names are not on the spreadsheet. I assume that their clients didn't
>> qualify?
>>
>> Chuck
>>
>> On Wed, May 15, 2024 at 1:20 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Team,
>>>
>>> Did any of your CSMs complete this project?
>>>
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <tt@thekey.com>
>>> (514) 591-9387
>>> TheKey.ca <https://www.thekey.ca/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>>
>>> ---------- Forwarded message ---------
>>> From: Audra Williams <audraw@thekey.com>
>>> Date: Wed, May 1, 2024 at 6:46 PM
>>> Subject: VIP Client Interviews
>>> To: GeneralManagers <GeneralManagers@thekey.com>
>>> CC: Regional Directors <RegionalDirectors@thekey.com>, Will Reid <
>>> wreid@thekey.com>, Steve Sudberry <ssudberry@thekey.com>
>>>
>>>
>>> Hi All!
>>>
>>> We are engaging in a project to gather insights from our highest-tier
>>> clients. We are asking every Client Success Manager (CSM) to help us
>>> achieve this goal by briefly interviewing their top 2 highest utilizer
>>> clients.
>>>
>>>
>>>
>>> -
>>>
>>> *Criteria: * Clients that are on service for 60+ hours/week and 4+
>>> weeks duration VIP Client List
>>> <https://docs.google.com/spreadsheets/d/1hlFn0tYU5eucPCxLVhkWHdqcydX3pZZh/edit#gid=158798287>
>>> -
>>>
>>> *Conducting Survey:* CSM will attempt to contact top 2 clients who
>>> meet above criteria beginning 5/6. Goal is to at least reach 1 of your 2
>>> clients!
>>> -
>>>
>>> *Data Entry:* Google Form
>>> <https://docs.google.com/forms/d/e/1FAIpQLSdvq165YnzszF_Ta7JrjI_Dhk9Eax_6daa81TaXjndnECS6Vg/viewform?usp=sf_link>
>>> will be utilized by the CSM to complete the interview questions.
>>> -
>>>
>>> *Completion Date:* Google form will need to be completed by CSM’s
>>> no later than 5/13
>>>
>>>
>>> Action Items:
>>>
>>> 1. Review the VIP client list and determine the top 2 clients per
>>> CSM for your sites.
>>> 2. Prepare any questions regarding the above points for the GM
>>> meeting on Monday, May 6th.
>>>
>>> Dates to Remember:
>>>
>>> - May 6th: GM call to address questions.
>>> - May 13th: Completion of Google Form by all CSMs with
>>> client-provided answers.
>>>
>>> Best,
>>>
>>>
>>> --
>>> Audra Williams
>>> Director, Divisional Operations
>>> (425) 757-7027
>>> TheKey.com <https://www.thekey.com/>
>>>
>>>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>>
>> --
>> Chuck Terlesky B.A., CCPE
>> General Manager
>> Winnipeg and Calgary
>>
>> Calgary: 403-301-3777
>> Winnipeg: 204-489-6000
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>