--000000000000a4202a0640a8aed6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Steve for litigation For vendor list it would be Anotte. We have the list but I don=E2=80=99t th= ink it=E2=80=99s for two years. I would ask Anotte for the contracts too. She may not have them but it=E2=80=99s a start. Gabe La for software Marketing ask Emma and Phil Best, *Audra N. Williams* Director, Divisional Operations | TheKey Mobile: 425.757.7027 On Wed, Oct 8, 2025 at 12:58=E2=80=AFPM Teresa Heit wrote: > > Hey Tim, > > I'm not sure who to contact for the following items... > > > Confirmation of past or present litigation or concerns of litigation > > List of all software and CRM licenses > List of vendor and suppliers active/inactive within previous 2 years and > related contracts > > What is 12+ month marketing spend by source or channel broken down by > month with corresponding KPIs where available (ie spend, calls, web form > leads,contacted/uncontacted, scheduled, converted, etc) > =E2=97=8B Will marketing accounts transfer (ie Google/Bing Ads, Caring.co= m, etc ? > > On Wed, Oct 8, 2025 at 11:44=E2=80=AFAM Timothy Thomas wr= ote: > >> Awesome, ty! >> >> On Wed, Oct 8, 2025 at 11:19=E2=80=AFAM Audra Williams wrote: >> >>> I can help. I just need to know when to connect him to Wellsky and I >>> will get that started. >>> >>> On Wed, Oct 8, 2025 at 8:17=E2=80=AFAM Timothy Thomas w= rote: >>> >>>> Haven=E2=80=99t gotten there yet. We still have a few hurdles to clear= on the >>>> deal. >>>> >>>> Do you know who can help? >>>> >>>> On Wed, Oct 8, 2025 at 10:52=E2=80=AFAM Audra Williams >>>> wrote: >>>> >>>>> Thanks Tim! >>>>> >>>>> Who is helping with the transfer? >>>>> >>>>> Best, >>>>> >>>>> On Wed, Oct 8, 2025 at 7:25=E2=80=AFAM Timothy Thomas = wrote: >>>>> >>>>>> Yes they would use wellsky. >>>>>> >>>>>> Provide what you can Teresa. I think a sample is fine. >>>>>> >>>>>> Thanks >>>>>> >>>>>> On Wed, Oct 8, 2025 at 2:27=E2=80=AFPM Audra Williams >>>>>> wrote: >>>>>> >>>>>>> Do we know if they are going to use Wellsky? If so, we will need t= o >>>>>>> get that transfer going as well. >>>>>>> >>>>>>> Best, >>>>>>> >>>>>>> *Audra N. Williams* >>>>>>> >>>>>>> Director, Divisional Operations | TheKey >>>>>>> >>>>>>> Mobile: 425.757.7027 >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Wed, Oct 8, 2025 at 6:16=E2=80=AFAM Teresa Heit >>>>>>> wrote: >>>>>>> >>>>>>>> I will start pulling it together. The background checks are in the >>>>>>>> current file so I'm not sure if he's not seeing them. For offer le= tters can >>>>>>>> I do a few samples rather than upload all of them? We do keep pape= r files >>>>>>>> for employees in the office so they will have them all when they t= ake >>>>>>>> ownership. >>>>>>>> >>>>>>>> On Wed, Oct 8, 2025 at 4:50=E2=80=AFAM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Teresa. >>>>>>>>> >>>>>>>>> Could you please run down the outstanding due diligence files? >>>>>>>>> I=E2=80=99ve go