Thank you, Tim! :)
On Thu, Nov 24, 2022 at 6:54 AM Timothy Thomas <tt@thekey.com> wrote:
> Hi Alexa,
>
> I'll work through this list.
>
> Thank you and Happy Thanksgiving!
> Tim
>
> On Wed, Nov 23, 2022 at 12:42 PM Alexa Graziani <agraziani@thekey.com>
> wrote:
>
>> Hi Tim,
>>
>> Following up here with some action items for after the holiday. Can you
>> please complete the following next week? These will be pre-reqs for going
>> live as TheKey. I'm working to outline a list of open items for Ken and it
>> would streamline it if these were completed or in progress:
>>
>> 1. email IT support to make the distro lists
>> 2. input a request for the Halifax location in the request form
>> <https://docs.google.com/forms/d/e/1FAIpQLSeTSRZMbzFGgiJWNo3gKr_bcv95C5qeY4wd--YVoDYG4LO3-Q/viewform>
>> .
>> 3. review your postal codes for Halifax/your locations with the rev
>> ops team (cc'd), as they are in charge of updating the zip codes/postal
>> codes in Salesforce
>> 4. Submit a Salesforce support ticket for Aaron to review the users
>> and referral accounts in Salesforce to make sure they are set up properly
>>
>> Separately, I've included Sydney in this email thread since I have in my
>> notes that you're working with her on Clearcare.
>> Sydney - we're trying to outline the Canadian clearcare locations to
>> match with the Canadian offices but we only see one Clearcare location.
>> Would you be the right person to meet with to talk through separating the
>> Canadian clearcare locations into multiple? We are working on a launch list
>> for TheKey Canada and having a Clearcare location to match with each
>> location we want on the website is a prerequisite because the postal codes
>> match to clearcare locations which then match to Salesforce locations.
>>
>> Sincerely,
>>
>> On Wed, Nov 9, 2022 at 3:57 PM Monica Schmidt <monica.schmidt@thekey.com>
>> wrote:
>>
>>> Tim,
>>> Thanks for providing this information. When it comes to the distribution
>>> lists, you need to request a DL email address to be created for each
>>> location with the individuals you listed. You can request that from
>>> itsupport@thekey.com. Once they complete your requests, then you
>>> provide me with the DL email address (ie. vancouverintake@thekey.com)
>>>
>>> If you want a new SF office location for Halifax, need the following
>>> information:
>>> Office Name
>>> Business Unit Name
>>> Type (likely Corporate)
>>> Division Head
>>> Brand (TheKey ?)
>>> PandaDoc Integration (was this setup for Canada?)
>>> Region
>>> Management Division
>>> Default Record Owner
>>> Intake Office Distribution List email address
>>> Regional Manager
>>> Division
>>> State
>>>
>>> We also need to know which Clear Care Location and zip codes will map to
>>> the Halifax office.
>>>
>>>
>>> On Wed, Nov 9, 2022 at 10:37 AM Alexa Graziani <agraziani@thekey.com>
>>> wrote:
>>>
>>>> Thanks! I'll let Monica take it from here
>>>>
>>>> On Wed, Nov 9, 2022 at 8:15 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Hi Alexa,
>>>>>
>>>>> I'm not entirely sure how to do that either. My best guess is
>>>>>
>>>>> Salesforce - Clearcare - default record owner
>>>>> Montreal - https://montreal.clearcareonline.ca/ -
>>>>> vanessa.andrade@thekey.com
>>>>> Toronto - https://torontohca.clearcareonline.ca/ - tcleland@thekey.com
>>>>> Oakville (GTA) - https://torontohca.clearcareonline.ca/
>>>>> Location: Oakville (GTA) - tcleland@thekey.com
>>>>> Waterloo - https://torontohca.clearcareonline.ca/ Location Waterloo -
>>>>> tcleland@thekey.com
>>>>> Calgary - https://hcacalgary.clearcareonline.ca/ - dfancy@thekey.com
>>>>> Winnipeg - https://hcawinnipeg.clearcareonline.ca/ - dfancy@thekey.com
>>>>> HCA - https://hcavancouver.clearcareonline.ca/ - dfancy@thekey.com
>>>>> Halifax we should create a new salesforce location.
>>>>>
>>>>> We are planning to consolidate the clearcare accounts into a single
>>>>> account with locations for each of these.
>>>>>
>>>>> Lead distribution list email should include
>>>>>
>>>>> Vancouver - dfancy@thekey.com, sspeirs@thekey.com, cgerth@thekey.com,
>>>>> cathy.feniuk@thekey.com, joey.taylor@thekey.com
>>>>> Winnipeg - dfancy@thekey.com, bboxall@thekey.com,
>>>>> joey.taylor@thekey.com
>>>>> Calgary - dfancy@thekey.com, ssousa@thekey.com, joey.taylor@thekey.com
>>>>> Ontario - tcleland@thekey.com, poulami.shah@thekey.com,
>>>>> allison.brennan@thekey.com, sydney.liu@thekey.com,
>>>>> joey.taylor@thekey.com
>>>>> Montreal - vanessa.andrade@thekey.com,
>>>>> mlicoudis@homecareassistance.com, djacobs@thekey.com,
>>>>> joey.taylor@thekey.com
>>>>> Halifax - ccartwright@thekey.com, joey.taylor@thekey.com
>>>>>
>>>>> Let me know if this answers your questions,
>>>>> Thanks!
>>>>> Tim
>>>>>
>>>>>
>>>>> On Tue, Nov 8, 2022 at 2:08 PM Alexa Graziani <agraziani@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hi Tim,
>>>>>>
>>>>>> We're working on postal code mapping for your locations for
>>>>>> TheKey.com launch next year.
>>>>>>
>>>>>> For this, Monica needs to know how your Clearcare locations are
>>>>>> mapped to Salesforce locations.
>>>>>>
>>>>>> Can you please map that out for her, please? Or let us know how we
>>>>>> can go about getting that?
>>>>>>
>>>>>> Sincerely,
>>>>>>
>>>>>> --
>>>>>> Alexa Graziani
>>>>>> Senior Marketing Manager - Consumer Growth
>>>>>> * Please note my email has changed: *
>>>>>> agraziani@thekey.com
>>>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>>>> (650) 416-1538 Ext. 181538
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>> (514) 591-9387
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Alexa Graziani
>>>> Senior Marketing Manager - Consumer Growth
>>>> * Please note my email has changed: *
>>>> agraziani@thekey.com
>>>> <https://brand.thekey.com/esg/agraziani@thekey.com>
>>>> (650) 416-1538 Ext. 181538
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>
>>>
>>> --
>>> Thank you,
>>> Monica Schmidt
>>>
>>
>>
>> --
>> Alexa Graziani
>> Senior Marketing Manager - Consumer Growth
>> * Please note my email has changed: *
>> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>> (650) 416-1538 Ext. 181538
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <Tim.Thomas@TheKey.com>
> (514) 591-9387
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>
--
Alexa Graziani
Senior Marketing Manager - Consumer Growth
* Please note my email has changed: *
agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
(650) 416-1538 Ext. 181538
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>