--0000000000004d23cb0631e33d82 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Team - Thank you for joining the Lifeguard Assumptions meeting on Tuesday. *Key Highlights:* - Expected Launch Date 4/15/25 - B2B Agreement pending finalization - Client Agreements pending finalization as they=E2=80=99re dependent on= B2B contract terms aligning *Below are the notes & action items from our meeting.* - All CAD URLs will be looking to sell the Lifeguard program, no US URLs at this time - Action Item Tom - email Audra and request that she have tags added to ClearCare to mirror the NetSuite tags - Tim & Team intend to enter all new clients in SF, including those that are not receiving CG services - Action Item Tom - Schedule time to discuss this with Umesh, Renee, Tim, Audra and Troy to ensure we=E2=80=99re aligned in approach set u= p - Tim mentioned he would like to include the non-billable time on the invoice, which would require the CSM team to have a CG profile, a NS enhancement. - Canada team has been adding CG profiles manually for some time however we=E2=80=99re building something custom today for the GCM tea= m, want to ensure we=E2=80=99re streamlined in our approach to this across the o= rganization. - Action Item Tom - Book meeting with Umesh & Monica about creating the CSM profile in Workday - Action Item Tom - Discuss enhancement request to NS w/CI Leadership - Action Item Tom - Email Steve Koyanagi & confirm we do not need a new payment authorization form for LG Clients - Lifeguard will send invoices to AP monthly - Action Item Tom - Book time w/AP once COGs account is created, to discuss workflow for these invoices in Coupa - Tim has requested these be sent to all GMs from a Coupa workflow perspective - Additionally, Tim wants the invoices from LG to be separated by Agency - Action Item Tim - Inform LG to structure invoices accordingly - Action Item Lyndsey - Send Tim a sample invoice to send to LG for reference - Action Item Lyndsey - Will have new COGs account created for Coupa Invoices - Action Item Tom - Request Audra to update the URL with the same Lifeguard tags in NS - Once added, Tim will need to instruct the CAD Local Office teams to add the Lifeguard tags - Again, as discussed in previous meetings. Subscriptions billed to clients for LG will hit expense revenue in NS, this will be manually adjusted to another GL/Revenue account by accounting. - Should the volume grow and the manual work become unsustainable, Accounting will work with CI to automate the NS process. *Recording*: https://drive.google.com/file/d/1Z_-dJ5SPMJZaiNkGL1UAFRkoIB0KPDQN/view?usp= =3Ddrive_link *Transcript*: https://docs.google.com/document/d/1dzdJkSkfstwKtUZNTYZbwisFqb4-GvBlX_F_AwU= q2cw/edit?usp=3Ddrive_link Thank you, --=20 Tom Pierantoni Continuous Improvement | TheKey Mobile: 704.907.9619 --0000000000004d23cb0631e33d82 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tea