Follow Up: GM Meeting March 18, 2026

--0000000000006b0178064d514948 Content-Type: text/plain; charset="UTF-8" Thank you all for joining the GM call today! - Here is the deck that was shared today. This will also be attached to the calendar invite. - Here is the SOP for Enhancing Caregiver Match & Early Client Experience that was also discussed. *ACTION: CG change tags will go live on 3/23!* - SF campaign report: the top row are tasks open and each component is based on the type of campaign Close Lost Leads, Close Lost Opps, and Winback Accounts. then the second row is all tasks by site both completed and open. You can click into the report, click the site on the dashboard component and it will show the details of that report filtered by the site. - Reminder that the next CSM Toolkit topic is CG Intros! Please remind your CSM's to join on April 1st! - Next GM meeting will be on April 15th! Please let Bee or me know if you have any questions! Best, -- Audra Williams National Director, Quality and Care Innovation audraw@thekey.com Mobile: (425) 757-7027 https://thekey.com --0000000000006b0178064d514948 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you all for joining the GM call today! Here =C2=A0is the deck that was sha= red today.=C2=A0 This will also be attached to the calendar invite. Here is the SOP for=C2=A0 Enhancing Car= egiver Match & Early Client Experience =C2=A0that was also discussed= .=C2=A0 ACTION:=C2=A0 CG change tags will go live on 3/23! SF campaign report: =C2=A0 the top row are tasks ope= n and each component is based on the type of campaign Close Lost Leads, Clo= se Lost Opps, and Winback Accounts. then the second row is all tasks by sit= e both completed and open.=C2=A0 You can click into the report, click the s= ite on the dashboard component and it will show the details of that report = filtered by the site.=C2=A0=C2=A0 Reminder that the next CSM Toolki= t topic is CG Intros!=C2=A0 Please=C2=A0remind your CSM's to join on Ap= ril 1st! Next GM meeting will be on April 15th! Please let= Bee or me know if you have any questions! Best, -- Audra Williams National Director, Quality and C= are Innovation =20 audraw@thekey.com Mobile: (425) 757-7027 https://thekey.com = --0000000000006b0178064d514948--