Re: VIP Client Interviews

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Sharon Speirs <sspeirs@thekey.com>
Date
Wed, 15 May 2024 14:01:56 -0600
Folder
INBOX
--0000000000002a6b3c0618839841 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes - we can do that. On Wed, May 15, 2024 at 1:57=E2=80=AFPM Timothy Thomas wrot= e: > Understood. Can you select a few clients and make sure these are done > today / tomorrow if possible? > > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > > > On Wed, May 15, 2024 at 3:52=E2=80=AFPM Joey Taylor > wrote: > >> Hey Chuck, >> >> I had the same issue, this is first I am seeing of this email. >> Things I noticed: >> 1. Canada Clients are tagged to cities like Cleveland and Cincinatti >> 2. There are clients on this list from 2018? >> Montreal has 100+ clients here. >> >> On Wed, May 15, 2024 at 3:50=E2=80=AFPM Chuck Terlesky >> wrote: >> >>> Hi Tim, >>> >>> I'm not sure I was sent this email. I checked, and nothing with the nam= e >>> "VIP Client Interviews" from Audra was in my inbox. Shawntel's and Bria= n's >>> names are not on the spreadsheet. I assume that their clients didn't >>> qualify? >>> >>> Chuck >>> >>> On Wed, May 15, 2024 at 1:20=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Hi Team, >>>> >>>> Did any of your CSMs complete this project? >>>> >>>> Tim Thomas >>>> Head of Canada Division >>>> *Please note my email has changed:* >>>> tt@TheKey.com >>>> (514) 591-9387 >>>> TheKey.ca >>>> [image: TheKey] >>>> >>>> >>>> ---------- Forwarded message --------- >>>> From: Audra Williams >>>> Date: Wed, May 1, 2024 at 6:46=E2=80=AFPM >>>> Subject: VIP Client Interviews >>>> To: GeneralManagers >>>> CC: Regional Directors , Will Reid >>> wreid@thekey.com>, Steve Sudberry >>>> >>>> >>>> Hi All! >>>> >>>> We are engaging in a project to gather insights from our highest-tier >>>> clients. We are asking every Client Success Manager (CSM) to help us >>>> achieve this goal by briefly interviewing their top 2 highest utilizer >>>> clients. >>>> >>>> >>>> >>>> - >>>> >>>> *Criteria: * Clients that are on service for 60+ hours/week and 4+ >>>> weeks duration VIP Client List >>>> >>>> - >>>> >>>> *Conducting Survey:* CSM will attempt to contact top 2 clients who >>>> meet above criteria beginning 5/6. Goal is to at least reach 1 of = your 2 >>>> clients! >>>> - >>>> >>>> *Data Entry:* Google Form >>>> >>>> will be utilized by the CSM to complete the interview questions. >>>> - >>>> >>>> *Completion Date:* Google form will need to be completed by CSM=E2= =80=99s >>>> no later than 5/13 >>>> >>>> >>>> Action Items: >>>> >>>> 1. Review the VIP client list and determine the top 2 clients per >>>> CSM for your sites. >>>> 2. Prepare any questions regarding the above points for the GM >>>> meeting on Monday, May 6th. >>>> >>>> Dates to Remember: >>>> >>>> - May 6th: GM call to address questions. >>>> - May 13th: Completion of Google Form by all CSMs with >>>> client-provided answers. >>>> >>>> Best, >>>> >>>> >>>> -- >>>> Audra Williams >>>> Director, Divisio