Re: Client Success Manager Rack and Stack

--0000000000000b377405f427ebba Content-Type: multipart/alternative; boundary="0000000000000b377205f427ebb8" --0000000000000b377205f427ebb8 Content-Type: text/plain; charset="UTF-8" Hello Regional Directors, The final results for January are attached. Shoutout to Nadine A from NJ holding the top spot for Billable Hours at 31,443 and Mia H. from Texas with 33 starts. Awesome job!! Congratulations to 25 of your fellow teammates who hit the target goal of 13,000 billable hours. Additionally we had 31 Client Success Managers between 10,000 and 12,999 billable hours (oh so close to hitting the goal). For starts we had 35 of your Client Success Managers with double digits - great job. Two continued suggestions - balance your teams so you are maximizing everyone's potential and opportunity and let's clean up this report as I still see names who should not be on here. Tomorrow on the Regional Director call we will show you what should be done daily as part of your Client Success Regional Managers responsibilities to ensure only Client Success Managers are on this report. Let's make February our best month ever and our goal has to be retention of every client. Our Client Success Managers need to know our clients and be timely and responsive. Here always to support and help. (Thank you Ben for this report) Angie On Tue, Jan 24, 2023 at 8:14 PM Angie Markwell wrote: > Hello Regional Directors, > Half way through the month and here are our metrics through 1/16/2022. The > CT seems to continue to hold the top spots for billable hours. Shout out to > Mia Henricks in Tx with 23 starts (tell us your secret Mia). Let's keep the > focus on balancing our teams and sharing your success with each other. > Please look at those in the bottom third of the report and see first should > they be on the report (let me know if inaccurate) and if they should be, > how do we drive them to the expected goals. Here to help and support. We > all win together so let's continue to work together. Love any and all > feedback. Angie > > On Wed, Jan 18, 2023 at 11:07 PM Angie Markwell > wrote: > >> Hello Regional Directors, >> >> As promised, Ben and team are providing the latest data for us all so >> thank you Ben. All individuals with a Client Success Manager Title should >> be included here, and we will be looking at productivity and success based >> on both billable hours and total client starts. . Of note as always please >> review the report and ensure your teams are accurate as listed. Any >> discrepancies please email me and I will work to determine the issue and >> correct it. >> >> The CT, NJ, NY teams are all sitting in the top 10 plus spots with >> Florida, VA and CA not far behind. Of course we are early in the month and >> so I have no doubt you are all going to be working with your teams to push >> to #1. >> >> Some things to possibly consider as you look at your teams. The goal is >> to equally distribute the work among your teams to create the best client >> and team experience. If they are not, consider workload. You should have >> the right number of IC to potentially meet the goals and have some room for >> growth to get to their maximum potential. In smaller markets where you may >> not have the volume please work with your Division Head to determine the >> best model given your challenges. >> >> As a reminder, the goal is for every Client Success Manager to hit 12 >> starts and manage 13,200 billable hours with the goal of maximizing their >> potential to get to 16 starts and 19,800 billable hours. >> >> Please feel free to share this with your teams and thank them for their >> hard work. >> >> Angie Markwell >> Head of Northeast and Canada Divisions >> * Please note my email has changed: * >> angie.markwell@thekey.com >> >> 775-742-9930 (c) >> TheKey.com >> [image: TheKey] >> > --0000000000000b377205f427ebb8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Regional Directors,=C2=A0 The final results for = January are attached. Shoutout to Nadine A from NJ holding the top spot for= Billable Hours at 31,443 and Mia H. from Texas with 33 starts. Awesome job= !! Congratulations to 25 of your fellow teammates who hit the target goal o= f 13,000 billable hours. Additionally we had 31 Client Success Managers bet= ween 10,000 and 12,999 billable hours (oh so close to hitting the goal). Fo= r starts we had 35 of your Client Success Managers with double digits - gre= at job. Two continued suggestions - balance your teams so you are maximizin= g everyone's potential and opportunity and let's clean up this repo= rt as I still see names who should not be on here. Tomorrow on the Regional= Director call we will show you what should be done daily as=C2=A0part of y= our Client Success Regional Managers responsibilities to ensure only Client= Success Managers are on this report. Let's make February our best mont= h ever and our goal has to be retention of every client. Our Client Success=