This is a multipart message in MIME format. ------=_NextPart_000_0F3B_01DB8812.EB1F2F80 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0F3C_01DB8812.EB1F2F80" ------=_NextPart_001_0F3C_01DB8812.EB1F2F80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Tom. The request to add tags in NetSuite has been sent, we = will tag clients according to the below in NS moving forward to align = with Tier=E2=80=99ing in SF, i.e., the more spend equates to the highest = tier.=20 =20 Receiving Care Giving Services Using Lifeguard System Only (No caregiving) Lifeguard Care (Wifi Sensing)- Tag=3D LGuard Tier 3 Lifeguard Care (Wifi Sensing) =E2=80=93 Tag=3D LGuard Tier 1 Lifeguard Care Pro (Wifi Sensing + Fall Detection) =E2=80=93 Tag=3D = LGuard Tier 4 Lifeguard Care Pro (Wifi Sensing + Fall Detection) =E2=80=93 Tag=3D = LGuard Tier 2 =20 =20 =20 =20 Kind regards- =20 Elizabeth Clark Director | TheKey Mobile: 619.822.4855 =20 =20 From: Thomas Pierantoni =20 Sent: Friday, February 21, 2025 7:16 PM To: Elizabeth Clark ; Adriana Mendez = ; Jeannie Ortiz ; = Laszlo Kovacs ; Lyndsey Organ = ; Sara Stuhlsatz ; = Steve Koyanagi ; Timothy Thomas ; = Tim Thomas Subject: Lifeguard - Contract Review Meeting Notes =20 Hello Team,=20 =20 Thank you for joining the call today to review the Lifeguard contracts = for Lifeguard Care and Lifeguard Pro.=20 =20 Action Items:=20 * @Steve Koyanagi to add check boxes = for services selected.=20 * @Steve Koyanagi and @Tim Thomas = - need to address how clients should report = failures, tech issues, ect. and include in B2B agreement. * @Adriana Mendez and @Tim Thomas = - tracking equipment in ClearCare / = SalesForce - adding 4 multi-select tags for the total population. * @Jeannie Ortiz and @Tim Thomas = - discuss the playbook with Lifeguard's PM =20 Meeting Notes / Discussion Points:=20 * Discussed Lifeguard Pro is a premium service and will be charging = $2/hr + WiFi sensors are included * If a client signs up for services after the 1st of the month, the = initial period is free. Only full months will be billable. * If billing starts on the 1st of the month, then accounting accruals = would not be needed.=20 * Sensor equipment package costs could change year to year. No language = in the contract is required. * Equipment costs would vary depending on the size of the home. * Lifeguard would have to provide us the costs of equipment per client. * CSM service costs are not included in the contract. CSM costs are = included in the clients houry care costs. * Automated wellness reports will not be billable. Provided via PDG or = invitation to a dashboard (future state). * We will need to track equipment costs in Clear Care and Salesforce. = We will need four tag identifiers (tier 1 and tier 2) * Tag 1 - a person with a Lifeguard Care contract * Tag 2 - a person with a Lifeguard Contract + receiving care * Tag 3 - a person with a Lifeguard Pro contract * Tag 4 - a person with