Re: Weekly Nurture Calls

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Timon Page <timon.page@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Sheila Lively <sheila.lively@thekey.com>, Amelia Howard <amelia.howard@thekey.com>
Date
Wed, 25 Mar 2026 11:07:50 -0600
Folder
INBOX
--000000000000c115d1064ddc4fb4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I'll try to get Calgary done by EOD Friday. Chuck On Wed, Mar 25, 2026 at 10:49=E2=80=AFAM Timothy Thomas wro= te: > FYI - please ensure these calls are getting done. If your team can't get > to them, I need to know why. > > Thanks > > ---------- Forwarded message --------- > From: Chris Gerard > Date: Wed, Mar 25, 2026 at 11:12=E2=80=AFAM > Subject: Weekly Nurture Calls > To: Regional Directors , Gregory Meyers greg.meyers@thekey.com>, Audra Williams > > > RDOs- > > I'm not seeing the 50 calls per site per week getting logged into > Salesforce. The field should be doing about 3k calls per week and the > intake team doing about 2k per week. Right now, I'm only seeing about 2k > calls per week getting logged. Please ensure the CSMs are making and > logging all calls. > > > https://homecareassistance.lightning.force.com/lightning/r/Dashboard/01ZU= H000003Do252AC/view?queryScope=3DuserFolders > > Here is the dashboard I'm using to monitor this. If the link doesn't > work, Audra, can you provide a good one? > > -- > Kind Regards, > > > *Chris Gerard* > CEO | *TheKey* > Mobile: 817-313-7913 > [image: TheKey] > --=20 Chuck Terlesky B.A., CCPE General Manager Calgary, Alberta Calgary: 403-301-3777 TheKey.ca [image: TheKey] --000000000000c115d1064ddc4fb4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I&#= 39;ll try to get Calgary done by EOD Friday.=C2=A0 Chuck On Wed, Mar 25, = 2026 at 10:49=E2=80=AFAM Timothy Thomas &lt; tt@thekey.com &gt; wrote: FYI - please ensure these calls are getting= done. If your team can&#39;t get to them, I need to know why. Thanks ---------- Forwarded message --------- From: Chris Gerard &l= t; chris.gerard= @thekey.com &gt; Date: Wed, Mar 25, 2026 at 11:12=E2=80=AFAM Subject: Weekly Nurture Calls To: Regional Directors &lt; RegionalDirectors@thek= ey.com &gt;, Gregory Meyers &lt; greg.meyers@thekey.com &gt;, Audra Williams &lt; audraw@thekey.com &gt= ; RDOs- I&#= 39;m not seeing the 50 calls per site per week getting logged into Salesfor= ce.=C2=A0 The field should be doing about 3k calls per week and the intake = team doing about 2k per week.=C2=A0 Right now, I&#39;m only seeing about 2k= calls per week getting logged.=C2=A0 Please ensure the CSMs are making=C2= =A0and logging all calls.=C2=A0=C2=A0 https://homeca= reassistance.lightning.force.com/lightning/r/Dashboard/01ZUH000003Do252AC/v= iew?queryScope=3DuserFolders Here is the d= ashboard I&#39;m using to monitor this.=C2=A0 If the link doesn&#39;t work,= Audra, can you provide a good one? -- Kind Regards, Chris Gerard CEO =C2=A0|=C2=A0 =