Midwest_Cheat_Sheet_v2.txt

Milwaukee


GCM business - Stoll, changing to Livewell
Hiring a GM to manage the GCM business


Ops GM - Danielle - Pretty well liked by Audra. Can she be general?
Nurse by trade. Has been regional ccm, solutions and now GM
Understanding the gray areas. We’re not black and white. Coaching on how to be scrappy. 


Account Manager - Farmer - Handing existing accounts 


Financials Are Solid


Aretha - Moving over the intake as of Monday. Will report to e until new hire. Sometimes sticks to her hours. Questions things a lot and likes to know the theory behind things. Needs to work on the soft skills
CSM - Emily Sun - 2 years into the role. Hands down the best CSM. Documentation and communication on point. Can get overwhelmed. Should have roughly 40 clients.


Micah - Account manager. Taking on 15 client that reside in senior living. He will handle assessments and referral marketing within. 


Caregiver Manager - Ashley - Shes new - Wants to do well and grow in the company. 
Caregiver Manager - Pat - On a performance plan. Was making billing and payroll issues. Sometimes does what she wants. Likes to shy away from caregiver convos around performance.


Recruitment - Low volume all spring. Now that Ayla started we’re seeing more interviews scheduled. 


Chicago


Diane needs to be more nimble, can be short sighted. Look at the potential of the cases before saying no. She’s a staffer at heart needs to be scrappy as well. CG Margin is high in this market. 


Worked with Margalit - she was groomed to take over from her. 


Business is growing but via small cases. 


CSM - Nancy Hopkins - Comes from the franchise times. Worked in hospitality. Customer service is very strong. Expectation are sometimes an issue. Was in a position of authority as lead CSM. previously. Some issues caregiver manager. Some documentation issues. SLA will be an issue for compliance.


CSM - Malin Maleegrei - been with the company a year. Social worker. Wants to be a part of a tight knit team. She’s honest and give good feedback. Phenomenal with pricing. Assessments are great. She understands end of life care. 


CSM - Jennifer Castillo - Been with the company for 3 months. Diane not involved in hiring. Not a big fan of her. Good work ethic but english skills are not ideal. A little pushy. Worked in the low income market previously. Has the heart and drive but lacks soft skills. 


CG Managers - Michelle - Type A. 3 years. She’s an open book. Can be tough to work with some times. She’s a great staffer. Understands profit well. 


CG - Kimberly Kawaczymski - Started in November. Was a CG ambassador in florida. She’s having a difficult time and on-call. Wasn’t involved in hiring her. Good at what she does but leaves and the end of the day and turns the phone off. 


Employee care manager - Lydia Jackson. in charge of Illinois compliance. Does orientation. Previously did staffing. Currently handles disciplinary issues with CGs. 
Recruiter- Brandy Ravera - Has been with the company for a few years. She left and came back. Reports to Steven Abel. Should have two years of experience. 

3 HCLs. Claudia Cook is the HCL. Fast start. 2 tenured and 1 new hire. 


HCLs have dedicated care teams, which include a CSM and staffer. alghahowa


Carescout should no longer be a source of leads at $30. Need to keep the HCL to price to $39 and over. And billing the overtime. Send this to Gayle 


Kansas City


Teresa Height, GM. New to personal care but worked for Chad previously. Started in March. Worked in sales in hospice and home health. Was over 9 offices. Medicare 


HCL Katie is provind occasional support for Kansas city. 


CSM- Amy Catalina (17 clients) - Been with the company for many years.
CG Manager - Ali Curry - New since Feb. Good performance. Wants to do a good job. Coaching caregivers. Good rapport with the caregivers.


The business is pretty quiet. With no HCL. Tall Grass is an assisted living that’s looking for staffing. We need to meet with the corporate team.


Should be a very strong candidate. No HCL, previous rep resigned. Trying to head hunt an HCL


Recruiting Steven Abel - covering multiple sites. Running a job fair next week. Sounds like a challenge.


Awaiting a license. Which will change the recruiting process. Slows it down. 


No training equipment available in the office. The state might require equipment during their visits. 


Roughly $145k


RIF’ing staffing - need growth. 


St-Louis


Starting rate at $36 - pure companionship
On average quoting $36 - $40
Main competitor - $36 


New GM - Emily in her 4th week. Seems like a strong candidate. 
Originally from Chicago - local hospitality company. Lodging business. Investor relations. 
CSM - Sarah Tenny 36 clients - Nurse practitioner by trade - really great care manager. Partners well with the HCL. Customer service and retention is strong.
Caregiver Manager - Carla Hodge - came with the acquisition. Worked for Jeff. 
Occasionally supports Kansas City. 
HCL Katie May is pushing hard to grow the business. Frustrated with losing clients based on price. 
Kerry previously worked at HCA plugged into the market could consult. 
McNight - Meeting on the 29th 


Grand Rapids


GM - Kendra is motivated by making the office grow. Previously CG Ambassador. GM role since 
January. 
Two Kids - Sophomore year in University - Junior in high school.


Kendra believes the team is solid. Covers Lansing and Midland


CSM - Mikey Allen sits in Grand Rapids lives in Lansing, Midland. - Manages roughly 51 clients. Amazing. Good communication skills. Very dedicated
CG Manager - Julie Padrasa two years in. Will be Rif’d
CG Manager - Lluvia been in the role since June
Regional Recruiter - Steven Abel - Much better as of late, otherwise its been minimal for the longest time. 
HCL - Charles Holley - Currently on a pip. Lacks focus. In the wrong areas. Placement agencies. Been with the company for 1 year. Only focused in grand rapids.


Used to do a lot of staffing with one facility which was just sold. That has dropped off. 
Just signed contract with Workers Comp company. We will be providing nurses for doctors appointments. 


Private pay business - Treading water. Lots of hospice 24/7s. Not replenishing 24/7 long term private cases. Skilled nursing services are growing. Getting business from hospitals. 4 starts last month - 25-30 leads a month. Revenue in July 211k. 


Abby Cnossen - Quality assurance and compliance. Currently reviewing care plans. Ensuring we’re adhering to SLA. Proper files are in compliance in with caregivers


Personal care and staffing business used to be significant. 
Recruitment - CNA, LPNs & RNs
HCL on PIP
Adding a growth role. 
Adding business on locations that are too far away. 


Minimum rate $35, $36-$38
New rate $16 - $19




Columbus
Brooke current GM, moving to CSM. Did BD but more of an activities coordinator. 
Doesn’t like to hold ppl accountable. Doesn’t take ownership of difficult situations.


Lots of community experience. Took on the GM role in 2021. Had 15 employees originally. Now team of 3 and 1 HCL. 


Andraya Armstrong - CG Manager to be Rif’d




Kay Gattie - 


Carrie Cleland Caregiver Manager - Spitfire, CGs love her. Holds them accountable. 100% satisfied. Shes performing recruiting as well. CG database is solid. She wil bring ppl in and orient on an as needed basis. 


Andrea - CG Managers. Not a great teammate. She is on the RIF list. 


Jennifer is the HCL - some friction with Brooke. There is tension now because comments were passed along back to brooke. Currently working with a part time CSM. No time to do QA. Jennifer is filling in with assessments, care plans, pandadocs etc.


According to Brooke - Jennifer is not happy, Might be considering other options. 


Cincinnati 


GM is Ali Pucket, Will is Director of Ops.
Will might be scared of Steve and his wife. 
No longer allowed to do CTM. 


Liz oversees the brain fitness coaches and Will says she’s the best sales person. 
Will and steve report to me. 
Never had to Rif anyone, don’t agree with 40:1 ratio to CSMs
Not doing assessments on weekends. Can we do this?


HCL - Cheryl Jeffers. 
Sounds like she has her act in order.


Cleveland


GM position
CSM - Julie spinchek
Staffing Manager - Shameika Cody
Staffing - Sheilon Stark
HCL - Tim Anderson


$200k last month. Largest month. VA Presence. Can be sticky. 
No business in the SLC 
Dupree house is the biggest referral source. RA program. 
CTM should no longer be sold. We don’t support it anymore. 
CSM, staffing and recruiting. 
HCL - struggling - Tim, drives leads and is not opening new accounts because of the challenges around. Possible move him to regional intake.
Market is struggling.
They acquired a nursing service agency. 
Close lost 5 starts due to staffing challenges.