Weekly_Growth_Review_Summary.txt

Chicago Office Presentation Notes: GM: Diane Mockenhaupt ASM: Scott Viscomi Revenue for 8/18 to 8/24 was down due to attrition of high value clients. 1. Revenue: down $4608 - Lost 4 clients with significant revenue 1. LT Client, with overlapping caregivers moved to facility that only allowing companion care and refused wife our continued services due to her consistent presence (213 hours weekly with Revenue of $7129) 2. Short Term intention (34 hours week) 3. Short Term intention (84 hours a week) will be back. She and her parents use us intermittently depending on need and travel. 4. LT intention client passed away after four days. 2. Billable Hours: We lost 156 hours more than we brought on, but this week we have 3 SOCs this week (2 on Monday, 1 on Tuesday, Ax were prior week) with a fourth starting on Friday 3. Bill Rate: is down 0.94 due to loss of higher rate client, we are working our average rate down to be more competitive with the market to accommodate more clients 4. We will hit our SOC goal for August. "Our B2B leads are down due to an intentional focus on identifying Trusted Advisors who we expect to derive clients from in Q4 by both HCLs. From a trend perspective, this week we have completed 5 assessments and had three SOCs by Wednesday 08/27/25, with a tentative SOC this Friday. Of Note, of those 5 Ax, 4 intended to start in September. 1. In those TA meetings we are disrupting the traditionally longer sales cycle by changing our sales tactics. 2. Furthermore, we have undertaken a GCM sprint initiative as evident by our 32 meetings touching the channel .Last week we introduced our GCMs directly to 5 Concierge Physicians resulting in 2 SOCs,this resource integration sales tactic will evolve into a long-term strategy in the medical / clinical channels. 3. We have also reinforced our Chicagoland market presence by staying focused on Referring Out GCM services whenever appropriate. 4. We project near-term growth in LTI / LTU opportunities derived from TA, GCM, and Concierge Medicine channels, ramping in September, showing significant percentage growth in Q4 from Trusted Advisors due to the nature of clients they serve. 1. B2B Leads: (7), but +19 4wk avg, 48% 2. B2C: (1) 3. Total Leads: (8) 4. Opps: (2) 5. Ax Comp: (8), but +3 4wk avg. 6. Ax Comp/Oppty: (50%) 7. SOC: (4), versus 1.4% 4wk avg. Sales Activity: (-23) ASM/HCL was at ALCA Conference