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Re: CSM Client Tracking and SLA Info

From
Wendy Loper <wendy.loper@thekey.com>
To
Chuck Terlesky <cterlesky@thekey.com>
CC
Dennis Fancy <dfancy@thekey.com>, Shawntel Sousa <ssousa@thekey.com>, Timothy Thomas <tt@thekey.com>, Timon Page <timon.page@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Vanja Bezdrob <vanja.bezdrob@thekey.com>, Cathy Gerth <cgerth@thekey.com>, Shellie Lim <shellie.lim@thekey.com>, Brian Boxall <bboxall@thekey.com>, Kristal Parris <kristal.parris@thekey.com>, Claire McCorquodale <claire.mccorquodale@thekey.com>, Kim McConnell <kim.mcconnell@thekey.com>, Dominique Jacobs <djacobs@thekey.com>, Maria Licoudis <mlicoudis@homecareassistance.com>
Date
Fri, 9 Aug 2024 15:45:27 -0400
Folder
INBOX
--00000000000027d07b061f4563f2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you ! Already using mine :) *Wendy Loper DSW, LPN* *Gestionnaire des Soins* *Client Success Manager* 514-907-5065 TheKey.ca [image: TheKey] On Fri, Aug 9, 2024 at 3:08=E2=80=AFPM Chuck Terlesky wrote: > Great work Shawntel. Thanks for sharing with Canada! > > > Chuck Terlesky B.A., CCPE > General Manager > Winnipeg and Calgary > > Calgary: 403-301-3777 > Winnipeg: 204-489-6000 > > TheKey.ca > > [image: TheKey] > > > > On Fri, Aug 9, 2024 at 1:05=E2=80=AFPM Dennis Fancy w= rote: > >> Thanks again Shawntel! >> >> Dennis Fancy, BSP >> General Manager >> (204) 489-6000 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> On Fri, Aug 9, 2024 at 12:02=E2=80=AFPM Shawntel Sousa wrote: >> >>> Hi Teams, >>> >>> It was a pleasure to get to meet with everyone this week. >>> >>> Thank you for your patience in waiting for the documents we reviewed in >>> the meeting. Please see the info attached below pertaining to our clien= t >>> tracking and SLA tracking. If I have missed anything, let me know and I= can >>> adjust it accordingly. >>> >>> I did not do an SLA sheet for tier 4 as there are no >>> requirements around it, you can refer to the SLA checklist to see what >>> needs to be done for tier 4. >>> >>> Here is the link for the example of the excel spreadsheet I use: >>> *CSM Tracking/SLA Spreadsheet* >>> >>> >>> If you have any questions, please let me know and I would be happy to >>> help. >>> >>> I hope you all have a wonderful weekend! >>> >>> >>> *Thank you,* >>> >>> *Shawntel Sousa, LPN* >>> >>> *Client Success Manager* >>> >>> *Office: 403-301-3777* >>> >>> *Direct: 403-305-6588* >>> >>> *TheKey.ca * >>> >>> [image: TheKey] >>> >>> --00000000000027d07b061f4563f2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you !=C2=A0 Already using mine :)= Wendy Loper DSW, LPN Gestionnaire des Soins Client= Success Manager 514-907-5065 TheKey= .ca =C2=A0=C2=A0 On Fri, Aug 9, 2024 at 3:08=E2=80=AFPM Chuck Terlesky &lt; cterlesky@thekey.com &gt; wrote: Grea= t work Shawntel. Thanks for sharing with Canada! <div dir=3D"ltr" class= =3D

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