Re: Updated zip codes for SF

From
Chad Everitt <chad.everitt@thekey.com>
To
Sardar Azimov <sardar.azimov@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Ray Smale <ray.smale@thekey.com>, Phil Chanda <phil.chanda@thekey.com>, Gabrielle Wolfe <gwolfe@thekey.com>
Date
Fri, 19 Apr 2024 11:36:41 -0400
Folder
INBOX
Hi Sardar,

My availability is limited on Monday however so please include Tim and
Audra on the call when you do schedule.

Chad


*Chad Everitt*
President- East Division & Canada
Mobile: 202.262.8318
[image: TheKey] <https://homecareassistance.com/>


On Fri, Apr 19, 2024 at 9:31 AM Sardar Azimov <sardar.azimov@thekey.com>
wrote:

> Hi Chad,
>
> Please find the link to the Excel file with 3 tabs:
> https://docs.google.com/spreadsheets/d/151PcWGhgqon1jfqq262lGU63Yg8ppdOt/edit?usp=sharing&ouid=101409043019553880832&rtpof=true&sd=true
>
> 1) The initial SF data enriched with counties and other details + changes
> that were shared by each division
> 2) The CA related zip codes based on the matching of cities that are
> currently serviced by local offices (ex if Vancouver was serviced then all
> zips pertaining to Vancouver were identified and added). There is a column
> specifying if the zip is already in SF. Heads up, there are nearly 290k
> non-identified zips for Canada in the cities serviced by local offices.
> That might take you a while to identify.
> 3) Same for the US but this time based on the county level. I've
> identified the missing zips for counties that are serviced by local offices
> and are not in SF. I've also highlighted in yellow (first column) all zips
> with over 1,000 estimated population so that you can focus on bigges ones.
> Approx 350 zip codes are in this sitiuation.
>
> I'm traveling today till Tuesday, but I can find some time to have a call
> either today or on Monday to go through this.
> Thank you,
>
> On Thu, Apr 18, 2024 at 5:01 PM Chad Everitt <chad.everitt@thekey.com>
> wrote:
>
>> Yes thanks. Otherwise, we are simply recycling the missing content.
>>
>>
>> *Chad Everitt*
>> President- East Division & Canada
>> Mobile: 202.262.8318
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Thu, Apr 18, 2024 at 10:50 AM Sardar Azimov <sardar.azimov@thekey.com>
>> wrote:
>>
>>> Hello Chad,
>>>
>>> I will create a file with the following information:
>>>
>>>    - US zip codes not in the SF + identify those that are in counties
>>>    that have other zip codes services by a local office (ex 33137 and 33136
>>>    are both in Miami Dade county; 33137 is not in SF but 33136 is in SF; then
>>>    it would worth checking if the local office could service 33137)
>>>    - CA zip codes not in the SF + identify all city areas that are
>>>    currently in the SF based on the current list of 10k Canadian zip codes and
>>>    match it back with the total list 850k zip codes. Ex Zip 1 is in Calgary
>>>    and in SF and Zip 2 is also in Calgary but not in SF. This should decrease
>>>    the time spent on qualifying the totality of codes but only those within
>>>    target zones.
>>>
>>> I hope this works for you.
>>> Thank you.
>>>
>>> On Wed, Apr 17, 2024 at 6:24 PM Chad Everitt <chad.everitt@thekey.com>
>>> wrote:
>>>
>>>> Sardar,
>>>>
>>>> Can we externally pull all the Postal Codes within the respective
>>>> Canadian provinces for review? Pulling from SalesForce may be recycling the
>>>> garbage in and producing garbage out.
>>>>
>>>>
>>>>
>>>> *Chad Everitt*
>>>> President- East Division & Canada
>>>> Mobile: 202.262.8318
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Wed, Apr 17, 2024 at 12:19 PM Sardar Azimov <
>>>> sardar.azimov@thekey.com> wrote:
>>>>
>>>>> OK, thank you.
>>>>> Let me try to narrow down this list and get back to you. With a list
>>>>> of missing zip codes for these areas.
>>>>>
>>>>> Sent from Outlook for iOS <https://aka.ms/o0ukef>
>>>>> ------------------------------
>>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>>> *Sent:* Wednesday, April 17, 2024 5:20:52 PM
>>>>> *To:* Sardar Azimov <sardar.azimov@thekey.com>
>>>>> *Cc:* Ray Smale <ray.smale@thekey.com>; Chad Everitt <
>>>>> chad.everitt@thekey.com>; Phil Chanda <phil.chanda@thekey.com>;
>>>>> Gabrielle Wolfe <gwolfe@thekey.com>
>>>>> *Subject:* Re: Updated zip codes for SF
>>>>>
>>>>> That's a great question. I'm not 100% sure. Perhaps Canada Post would
>>>>> have a tool based on the greater metro areas of our territories.
>>>>>
>>>>> 1. Great Montreal
>>>>> 2. Greater Toronto Area
>>>>> 3. Regional Municipality of Waterloo
>>>>> 4. Calgary Metropolitan Region
>>>>> 5. Winnipeg Metropolitan Region
>>>>> 6. Greater Vancouver
>>>>>
>>>>> On Wed, Apr 17, 2024 at 10:22 AM Sardar Azimov <
>>>>> sardar.azimov@thekey.com> wrote:
>>>>>
>>>>> Hi Timothy,
>>>>>
>>>>> The data came from SF exports. We mapped only the existing zip codes
>>>>> for counties/states and did not check if all existing zip codes were
>>>>> present so that you could remove/add those that are missing or no longer
>>>>> serviced.
>>>>>
>>>>> There are over 875k zip codes in Canada and roughly 10k in SF. What
>>>>> would be the best way to identify the important missing ones?
>>>>>
>>>>>
>>>>> On Wed, Apr 17, 2024 at 4:06 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>> Hi Ray,
>>>>>
>>>>> The list that was provided to us last week is missing postal codes
>>>>> from our corporate territories. What source are you using to identify the
>>>>> codes?
>>>>>
>>>>> As for Halifax, this should not be a priority. We're not in a position
>>>>> to service clients there at the moment.
>>>>>
>>>>> On Wed, Apr 17, 2024 at 9:49 AM Ray Smale <ray.smale@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Good morning Tim,
>>>>> I read this and I'm not sure what it means in terms of direction for
>>>>> the team as to what post codes should be in or out.
>>>>> Sorry. Could you please clarify...
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Timothy Thomas* <tt@thekey.com>
>>>>> Date: Wed, Apr 17, 2024 at 9:01 AM
>>>>> Subject: Re: Updated zip codes for SF
>>>>> To: Chad Everitt <chad.everitt@thekey.com>
>>>>>
>>>>>
>>>>> Hi Chad,
>>>>>
>>>>> 1) Phil asked me to provide a postal code for testing the new web
>>>>> form. I selected one at random by googling Calgary postal codes and it was
>>>>> not listed included in Phil’s data.
>>>>>
>>>>> When we audited the postal code list last week, we only checked to
>>>>> make sure the codes listed were within our territory. I didn’t think to
>>>>> make sure that some may have been omitted.
>>>>>
>>>>> 2) We dont actively service any clients in Halifax nor are we doing
>>>>> any marketing. When the Boston client first arrived we thought we could
>>>>> leverage the staff there to service other clients. We were unsuccessful.
>>>>>
>>>>> That said, we do still have a Halifax page on the website but we have
>>>>> not received an inquiry.
>>>>>
>>>>> On Wed, Apr 17, 2024 at 9:19 AM Chad Everitt <chad.everitt@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Below is the response I received from Tim re: Canada. Confirming we
>>>>> did close the Charleston and Columbia, SC office and those zip codes should
>>>>> have been removed.
>>>>>
>>>>>
>>>>> *Chad Everitt *
>>>>> President- East Division & Canada
>>>>> Mobile: 202.262.8318
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Timothy Thomas* <tt@thekey.com>
>>>>> Date: Wed, Apr 17, 2024 at 9:01 AM
>>>>> Subject: Re: Updated zip codes for SF
>>>>> To: Chad Everitt <chad.everitt@thekey.com>
>>>>>
>>>>>
>>>>> Hi Chad,
>>>>>
>>>>> 1) Phil asked me to provide a postal code for testing the new web
>>>>> form. I selected one at random by googling Calgary postal codes and it was
>>>>> not listed included in Phil’s data.
>>>>>
>>>>> When we audited the postal code list last week, we only checked to
>>>>> make sure the codes listed were within our territory. I didn’t think to
>>>>> make sure that some may have been omitted.
>>>>>
>>>>> 2) We dont actively service any clients in Halifax nor are we doing
>>>>> any marketing. When the Boston client first arrived we thought we could
>>>>> leverage the staff there to service other clients. We were unsuccessful.
>>>>>
>>>>> That said, we do still have a Halifax page on the website but we have
>>>>> not received an inquiry.
>>>>>
>>>>>
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>> On Wed, Apr 17, 2024 at 8:19 AM Chad Everitt <chad.everitt@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Hi Tim,
>>>>>
>>>>> Received the below questions I’m hoping you can clarify:
>>>>>
>>>>> 1) that there may be some missing postal codes for Canada.
>>>>> - Tim Thomas gave me some Calgary postal codes that are in premium
>>>>> areas (T3E7M8, T0L0X0) for testing purposes and they are not in your Excel
>>>>> file
>>>>> -  V7V1J7 is in West Vancouver and is not in your file or Salesforce,
>>>>> but is serviced by TheKey Canada
>>>>>
>>>>> 2) Canada at one point served Halifax, but there aren't any postal
>>>>> codes in that area.
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *Chad Everitt *
>>>>> President- East Division & Canada
>>>>> Mobile: 202.262.8318
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Ray Smale* <ray.smale@thekey.com>
>>>>> Date: Wed, Apr 17, 2024 at 7:11 AM
>>>>> Subject: Fwd: Updated zip codes for SF
>>>>> To: Chad Everitt <chad.everitt@thekey.com>
>>>>> CC: Gabrielle Wolfe <gwolfe@thekey.com>, Phil Chanda <
>>>>> phil.chanda@thekey.com>, Sardar Azimov <sardar.azimov@thekey.com>
>>>>>
>>>>>
>>>>> Hi Chad,
>>>>> The ladies have pointed out questions with what you provided for:
>>>>> 1. Canada
>>>>> 2. Recently closed offices
>>>>> Pls see below and let us know.
>>>>> Thanks,
>>>>> Ray
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Gabrielle Wolfe* <gwolfe@thekey.com>
>>>>> Date: Tue, Apr 16, 2024 at 11:12 PM
>>>>> Subject: Re: Updated zip codes for SF
>>>>> To: Ray Smale <ray.smale@thekey.com>
>>>>> CC: Phil Chanda <phil.chanda@thekey.com>, Sardar Azimov <
>>>>> sardar.azimov@thekey.com>
>>>>>
>>>>>
>>>>> As well, it looks like the Charleston and Columbia offices are closed
>>>>> and we no longer are licensed there.  This may have just happened though I
>>>>> only saw an email about it this week with them asking to remove all zip
>>>>> codes supported by Columbia and Charleston.
>>>>>
>>>>> GW
>>>>>
>>>>> Gabrielle Wolfe
>>>>>
>>>>> *Head of Contact Center *
>>>>> gwolfe@thekey.com <https://brand.thekey.com/esg/gwolfe@thekey.com>
>>>>> +1-360-502-3020
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>> On Tue, Apr 16, 2024 at 8:52 PM Ray Smale <ray.smale@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Thanks Phil.
>>>>> Let’s see if we can get clarity from the source (who I believe is
>>>>> Chad) and let’s get him to connect with Tim. We can’t decide this - garbage
>>>>> in garbage out as they say.
>>>>> If the source is Chad then let’s ask him to confirm his submission.
>>>>>
>>>>> On Tue, Apr 16, 2024 at 9:54 PM Phil Chanda <phil.chanda@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Hi Sardar & Ray,
>>>>>
>>>>> I took a look at your file and noticed a few things:
>>>>>
>>>>> 1) that there may be some missing postal codes for Canada.
>>>>> - Tim Thomas gave me some Calgary postal codes that are in premium
>>>>> areas (T3E7M8, T0L0X0) for testing purposes and they are not in your Excel
>>>>> file
>>>>> -  V7V1J7 is in West Vancouver and is not in your file or Salesforce,
>>>>> but is serviced by TheKey Canada
>>>>>
>>>>> 2) Canada at one point served Halifax, but there aren't any postal
>>>>> codes in that area.
>>>>>
>>>>> Can we discuss over email or on our Monday call?
>>>>>
>>>>> Thanks,
>>>>> Phil
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> ---------- Forwarded message ---------
>>>>> From: *Phil Chanda* <phil.chanda@thekey.com>
>>>>> Date: Mon, Apr 15, 2024 at 3:39 PM
>>>>> Subject: Re: Updated zip codes for SF
>>>>> To: Sardar Azimov <sardar.azimov@thekey.com>
>>>>> Cc: Ray Smale <ray.smale@thekey.com>, Gabrielle Wolfe <
>>>>> gwolfe@thekey.com>
>>>>>
>>>>>
>>>>> Hi Sardar,
>>>>>
>>>>> I will take a look at the file and will let you know if I have any
>>>>> questions.
>>>>>
>>>>> CC'ing Gabrielle so that she is aware.   Our Salesforce team will
>>>>> likely need to reformat this for their upload.
>>>>>
>>>>> Thanks,
>>>>> Phil
>>>>>
>>>>>
>>>>>
>>>>> On Mon, Apr 15, 2024 at 3:31 PM Sardar Azimov <
>>>>> sardar.azimov@thekey.com> wrote:
>>>>>
>>>>> Hi Phil,
>>>>>
>>>>> I hope you had a good weekend.
>>>>>
>>>>> I'm attaching the file with all the zip codes reviewed and appended
>>>>> with counties and states (plus other details from the zip code source files
>>>>> I used for appending; you can disregard those you don't need).
>>>>>
>>>>> I've added the comments from the divisions in column G for reference.
>>>>> Column H shows whether the data has changed.
>>>>>
>>>>> With Ray, we thought that one quick win for the website would be
>>>>> indicating the county instead of the name of each office.
>>>>>
>>>>> I'm happy to have a call and walk through the steps applied if you'd
>>>>> like. You might also have some questions related to the website's dynamic
>>>>> data display.
>>>>>
>>>>> Thank you,
>>>>>
>>>>> Sardar
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>

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