Good Morning,
That makes sense. I will talk it through with my team.
Thanks,
Diane
On Mon, Nov 10, 2025 at 7:37 AM Timothy Thomas <tt@thekey.com> wrote:
> good morning.
>
> when identifying existing clients for lifeguard, make sure they have
> significant upsell opportunities and keep the count to no more than 4 at
> this time.
>
> thanks.
>
> ---------- Forwarded message ---------
> From: Karen Ortega <karen.ortega@thekey.com>
> Date: Fri, Nov 7, 2025 at 6:35 PM
> Subject: Re: Life Guard Wellness Update
> To: Malin Maleegrai <malin.maleegrai@thekey.com>
> CC: Lydia Jackson <lmjackson@thekey.com>, Chicago Office <
> chicagooffice@thekey.com>, Claudia Cook <claudia.cook@thekey.com>, Nil
> Maape <nil.maape@thekey.com>, Scott Viscomi <sviscomi@thekey.com>,
> Timothy Thomas <tt@thekey.com>
>
>
> Sounds good. Thanks for the information, Malin.
> Best Regards,
> *Karen Ortega*
> *Caregiver Manager*
> karen.ortega@thekey.com
> P: 847-853-7777
> C: 872-202-9733
> *We value your feedback. Please leave us a Google review*
> <https://search.google.com/local/writereview?placeid=ChIJpQuZWk7TD4gRjaOkbQgoAyw>
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>
>
> On Fri, Nov 7, 2025 at 5:23 PM Malin Maleegrai <malin.maleegrai@thekey.com>
> wrote:
>
>> @Karen Ortega <karen.ortega@thekey.com> , all new clients will get
>> LifeGuard and we are determining which ones of our current clients this
>> will benefit.
>>
>> Malin Maleegrai, LCSW
>> Client Success Manager
>> malin.maleegrai@thekey.com
>> 847-853-7777
>> [image: TheKey]
>>
>>
>> On Fri, Nov 7, 2025 at 3:44 PM Karen Ortega <karen.ortega@thekey.com>
>> wrote:
>>
>>> Do all our clients have LifeGuard?
>>> This is pretty neat.
>>>
>>> Best Regards,
>>> *Karen Ortega*
>>> *Caregiver Manager*
>>> karen.ortega@thekey.com
>>> P: 847-853-7777
>>> C: 872-202-9733
>>> *We value your feedback. Please leave us a Google review*
>>> <https://search.google.com/local/writereview?placeid=ChIJpQuZWk7TD4gRjaOkbQgoAyw>
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>>
>>> On Fri, Nov 7, 2025 at 3:13 PM Lydia Jackson <lmjackson@thekey.com>
>>> wrote:
>>>
>>>> This is a really cool and informative report. Thank you for sharing it
>>>> with the team so we can all see what the LifeGuard Wellness Update looks
>>>> like.
>>>>
>>>> Best ,
>>>> Lydia
>>>>
>>>>
>>>> On Fri, Nov 7, 2025, 2:51 PM Malin Maleegrai <
>>>> malin.maleegrai@thekey.com> wrote:
>>>>
>>>>> Hi Team,
>>>>>
>>>>> I received my first LifeGuard Wellness Update for client Millie Ryan.
>>>>> I have attached the report I received today so you can see what it looks
>>>>> like. The report comes to the CSM so that we can provide the update to the
>>>>> family. I called Mille's daughter, Carol, today to let her know what the
>>>>> report says and then sent her a copy via email so she can share it with her
>>>>> family. She was appreciative of the information. It also reinforces why
>>>>> we have caregiving services in place for Millie.
>>>>>
>>>>> Thanks,
>>>>> Malin
>>>>>
>>>>> Malin Maleegrai, LCSW
>>>>> Client Success Manager
>>>>> malin.maleegrai@thekey.com
>>>>> 847-853-7777
>>>>> [image: TheKey]
>>>>>
>>>>