--000000000000644b3f05db5f3f4d Content-Type: multipart/alternative; boundary="000000000000644b3f05db5f3f4c" --000000000000644b3f05db5f3f4c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Matt and Angie, It was a pleasure to meet you both! As of now, the action items are as follows. Thank you, Angie, for sending the dashboard report for 2021 already! On your side, please: 1. Send the dashboard report for 2022 Jan-March as well once we get into April. 2. Send the username and password for Twitter and Instagram 3. Add me as an admin to Linkedin On our side, I will: 1. Work with Megan Good to transition the Geekedout Media invoices to corporate and have her add me/TheKey as an admin/partner to the page 2. Work with James/Timothy/Dan to finalize the transition plan for your office - *James/Timothy* - There are several important points that came up on this call for us to plan against: - Their *contract with SABA* goes through August - *Seasonality* comes into play for May/June because there is a lull in referrals and consumer is expected to pick up the slack - a dip in consumer from switching agencies could have significant impact in = this timeframe - *Chatbot* - They are currently using SABAs chatbot. We could set them up with Humanly but it would be preferred to stay as is until= we switch to TheKey - *TheKey *- We need to timeline their switch to a different agency and the Canadian market's transition to TheKey to evaluate if it makes sense to do this at the same time (this way we don't have a dip in volume from switching agencies then another dip immediately after = from switching brands) Sincerely, On Tue, Mar 29, 2022 at 10:58 AM Angie Kunnath wrote: > Hi Alexa, > > As discussed, attached are the dashboard reports > > Regards, > > Angie Kunnath > > *Home Care Assistance - **Serving Oakville, Mississauga, Burlington, > Waterloo & Wellington region* > > 375 University Ave E, Waterloo, ON, N2K3M7 Tel: 519-954-2111 > 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 > > > > *Champions of Aging Well* > > *www.**H**o * > > *me Care > Assistance > Waterloo > .ca > www.HomeCareAssistanceGuelph.ca* > *www.HomeCareAssistanceOakville.ca**www.HomeCareAssistanceMississauga.ca* > > > Visit our Website > Read our Mission > Balanced Care Method > Hospital to Home Care > Review our Book Series > > Cognitive Therapeutics > Our Recent Press > Connect on LinkedIn > Read our Reviews > Watch our Videos > Subscribe to our Blog > > > On Mon, Mar 28, 2022 at 11:47 AM Alexa Graziani > wrote: > >> Perfect! >> >> On Sun, Mar 27, 2022 at 1:05 PM Matt Vijayan > mvijayan@homecareassistance.com> wrote: >> >>> Hello Alexa >>> >>> Tuesday, March 29 at 10:00 am PST works for me. Both Angie=E2=80=99s an= d my >>> calendar is up to date on HCA calendar, if you and/or Angie have any >>> conflicts. >>> >>> Best regards, >>> >>> Matt >>> >>> >>> *Matt Vijayan, B.Sc., MBA, CCPE* >>> >>> *CEO* >>> >>> *Home Care Assistance GTA West, Waterloo & Guelph* >>> >>> 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 >>> >>> Tel: 519-954-2111 >>> >>> *2525 Old Bronte Rd, Suite 212, Oakville, ON, >>> L6M >>> 4J2 >>> * >>> Tel: 905-337-1200 >>> >>> *90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 >>> * >>> Tel: 289-374-6366 >>> >>> >>> *Champions of Aging Well* >>> >>> On Mar 25, 2022, at 12:20 PM, Alexa Graziani >>> wrote: >>> >>> =EF=BB=BF >>> Hi Matt and Angie, >>> >>> I look forward to working with you both as well! Let's meet next week t= o >>> review the checklist below so that we can coordinate the completion of = the >>> checklist the week after close. >>> >>> Do any of the following times work for you for a 30-minute meeting? I >>> live outside of San Francisco so I'm on PST: >>> >>> - Monday 3/28 -11:30-2 PST >>> - Tuesday 3/29 - 9:30-11:30 PST >>> - Wednesday 3/30 - 11-2 PST >>> - Friday 4/1 -11:30-2 PST >>> >>> In preparation for our meeting, I'd like to send the checklist to revie= w >>> what we will talk through. This includes: >>> >>> 1. >>> >>> Transition plan for your existing assets >>> - >>> >>> Login to SABA=E2=80=99s dashboard so I can review the historical = SEM and >>> SEO performance >>> - >>> >>> Discussion of transition plan away from SABA (please send your >>> current contract) >>> - >>> >>> Website review + Hosting and Domain transfer: Waterloo >>> , Oakville >>> , Mississauga >>> , Guelph >>> (some of which will >>> wait until we end services with SABA) >>> - >>> >>> Google My Business >>> for >>> Oakville and Google My Business >>> for >>> Waterloo >>> - >>> >>> Social media (Facebook , >>> Facebook , >>> LinkedIn >>> , >>> LinkedIn , >>> Twitter , Twitter >>> , and anything else you have) >>> 2. >>> >>> Review of any lead generation services you use (APFM, Caring.com, >>> etc) >>> 3. >>> >>> Review of any other marketing activities you may be running (print >>> ads, direct mail, radio, etc) >>> >>> >>> Sincerely, >>> >>> On Fri, Mar 25, 2022 at 9:05 A