Hello Tim,
This is completed for my clients. I will take a look at Nancy's clients
and see what I can find out.
Venus is on PTO for two weeks....Jinny can you take a look at her clients?
Thank you,
Malin
Malin Maleegrai, LCSW
Client Success Manager
malin.maleegrai@thekey.com
847-853-7777
[image: TheKey]
On Tue, Jul 22, 2025 at 11:49 AM Timothy Thomas <tt@thekey.com> wrote:
> If you think the original stated intention of long term was wrong. Make a
> note of that as well.
>
> On Tue, Jul 22, 2025 at 12:17 PM Jinniefer Castillo <
> jinniefer.castillo@thekey.com> wrote:
>
>> Received. I’ll work on it today. Thank you.
>>
>> On Tue, Jul 22, 2025 at 11:15 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Good morning team,
>>>
>>> I need some urgent assistance with a deactivated client report. Please
>>> review the spreadsheet enclosed and provide me with comments and reasoning
>>> on why these clients did not achieve their stated long-term intention as
>>> clients. For those clients under Nancy's purview, please get together and
>>> pull whatever information you can find for me.
>>>
>>>
>>> https://docs.google.com/spreadsheets/d/1hTpx3-_chnk89wF7pfV45-aeckYP6kKwjGFAKzqKMKo/edit?gid=0#gid=0
>>>
>>> I need this completed before the end of the day today. Thank you!
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>> Head of Midwest & Canada Divisions | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>