Southeast & Midwest Regional Partnership Business Review Deck - 6/17

From
Julia Jenkins <jujenkins@thekey.com>
To
Earl Blair <earl.blair@thekey.com>, Timothy Thomas <tt@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Ashley Mirone <amirone@thekey.com>, Melissa Ulanch <mulanch@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Audra Williams <audraw@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>
Date
Mon, 16 Jun 2025 17:11:25 -0700
Folder
INBOX
--0000000000008e2ba90637b95c54 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Earl, Tim & BethAnn, Please find the deck for our second Southeast & Midwest Regional Partnership Business Review meeting tomorrow below. I've included May and June MTD data on all of our active partnership accounts. We'll be reviewing the performance of all of our active partnership accounts, aligning on actions to grow these accounts, as well as strategizing on new PPA deals in the pipeline. *Southeast & Midwest Regional Partnership Business Review Deck* Please note the following: - We are inviting GMs to these calls moving forward as optional attendee= s - We will review outcomes from last month's action items at the top of our call (see below). Looking forward to seeing you tomorrow! Thank you, --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com - Earl Blair will remove the PPA tags for the following accounts so they no longer reflect as active PPAs: - Hampton VA - Family Link Care Management - Earl will assign Silverado Overland Park, Care Patrol Ron Braun, and Assist Living Locators Kansas City accounts to GM Teresa. - Julia Jenkins will remove the PPA tags for the following accounts so they no longer reflect as active PPAs: - All Cogir Solista buildings (on hold) - Cadence accounts (unqualified) - Earl Blair will investigate activities for Preparing for Care to promote in person activities with this GCM - re-evaluate the PPA deal with the shared client, considering the last CSM visit. - Earl Blair will follow up with Kevin on Assisted Living Locator contacts for potential outreach. - Melissa Ulanch will schedule a PPA meeting with the owner of Senior Provisions this week or next. - Melissa Ulanch will research placement agencies in the Southeast and Midwest, focusing on stalled accounts. - Melissa Ulanch will meet with Gentiva leadership this week for feedback on their legal agreement. - Earl Blair will discuss leveraging Ravi=E2=80=99s list and referral mome= ntum with Scott to identify more accounts. - Earl Blair will evaluate the viability of Silverado St. Charles, Illinois, as a PPA opportunity. - Earl will assign the Rev Ops owned St. Louis accounts to GM Emily for her to work virtually - Assisted Living Locators St. Louis & St. Charles - Oasis St. Louis --0000000000008e2ba90637b95c54 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Earl, Tim &amp; BethAnn, Please find the deck for our second Southeast &amp; Midwest Regiona= l Partnership Business Review meeting tomorrow below. I&#39;ve included May= and June MTD data on all of our active partnership accounts. We&#39;ll be = reviewing the performance of all of our active partnership accounts, aligni= ng on actions to grow these accounts, as well as strategizing on new PPA de= als in the pipeline.=C2=A0 Southeast &amp; Midwest= R

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