RE: Canada AR Meeting 11/8/2024 Minutes

From
<eclark@thekey.com>
To
"'William Schmiedeknecht'" <william.schmiedeknecht@thekey.com>, "'Timon Page'" <timon.page@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>, "'Michelle Hudgins'" <michelle.hudgins@thekey.com>, "'Sharon Speirs'" <sspeirs@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>, "'Lito Delapena'" <lito.delapena@thekey.com>, "'Ilona Ivey'" <ilona.ivey@thekey.com>
CC
"'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
Date
Wed, 13 Nov 2024 13:32:56 -0800
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0361_01DB35D0.8D5B1D30 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0362_01DB35D0.8D5B1D30" ------=_NextPart_001_0362_01DB35D0.8D5B1D30 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Team- =20 The clients below have a history of not paying/keeping up with their = balance, are aware of being behind, and going on vacations before paying = TheKey for services we=E2=80=99ve already provided. I cannot rationalize = why we=E2=80=99re going to continue providing services to clients with = these patterns. I would propose we get them on autopay w/30-day terms, = or we start adding interest to their invoices when they become past due. = =20 How have we progressed since last week and what are their balances?=20 =20 * Robert Gowans - Payments are declining weekly, client is not answering = calls or responding to emails. Local office has not had luck with the = customer either. Client pays but is never up to date. Local office has = threatened previously to end services and customer paid balance. Timon = Page to speak to the client.=20 * Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money to = pay her balances, but is not depositing enough to keep up with her = balance. Client had just gone on vacation as per Timon Page, client is = expected to pay on Monday 11/11/2024. Timon Page to speak to the client = directly.=20 =20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Finance Onboarding & Experience Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 =20 From: William Schmiedeknecht =20 Sent: Friday, November 8, 2024 10:23 AM To: Elizabeth Clark ; Timon Page = ; Joey Taylor ; Michelle = Hudgins ; Sharon Speirs = ; Timothy Thomas ; Lito Delapena = ; Ilona Ivey Subject: Canada AR Meeting 11/8/2024 Minutes =20 Hello Team,=20 =20 Here are the notes from the meeting:=20 =20 * Robert Gowans - Payments are declining weekly, client is not answering = calls or responding to emails. Local office has not had luck with the = customer either. Client pays but is never up to date. Local office has = threatened previously to end services and customer paid balance. Timon = Page to speak to the client.=20 * Tanzil-Ur-Rehman Muahmmad - Client is only depositing so much money to = pay her balances, but is not depositing enough to keep up with her = balance. Client had just gone on vacation as per Timon Page, client is = expected to pay on Monday 11/11/2024. Timon Page to speak to the client = directly.=20 * Manoir Outremont Residence - We are awaiting a payment from the = facility but have still not received it. Michelle Spoke with Gina from = the facility but Gina is on vacation until 11/25/2024. Michelle to = follow up when she returns. Michelle left a message with the = receptionist to see if we could get an alternative contac

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