Re: Northeast Division: Executive Intervention Accounts

--000000000000329f4105e454eaca Content-Type: multipart/alternative; boundary="000000000000329f4005e454eac8" --000000000000329f4005e454eac8 Content-Type: text/plain; charset="UTF-8" Dear Kirk, Thank you for an excellent presentation yesterday. On further analysis, it was brought to Tim's and my attention that the below account (Proactive Seniors) has actually grown 29.8% on a year-to-date revenue basis (Jan -July 18, 2022 vs PY), based on Clearcare reports. There appears to be a discrepancy in data reporting in salesforce. In the last few weeks, Nicole St Eve (HCL) and Calgary Operations Team have done a good job in furthering the relationship with this important Geriatric Care Management organization and we project a solid growth for this account for the balance of year 2022. I have attached referrers profitability reports for Dec YTD, July 18 YTD 2021 and 2022 for your reference. Dec 2021 YTD $130, 773 July 2021 YTD $67,261 July 2022 YTD $87,156 (+29.8%) Long-Term Nicole St Eve Proactive Seniors Calgary Northeast $25,265 0 1 0 0.00% $2,895.90 0 0 0 0.00% $940.80 0 0 0 $146,377 $16,778 $11,446 ($120,070) ($4,098) Best regards, Matt Matt Vijayan Director of Sales, Canada Home Care Assistance mvijayan@homecareassistance.com (905) 592-0085 *Champions of Aging Well* On Mon, Jul 11, 2022 at 2:48 PM Kirk Hayes wrote: > Northeast Leadership -- > > With our ongoing efforts to course-correct many declining referral > sources, we have identified key accounts for executive intervention by > leadership. This initiative is designed for both our Sales and executive > teams to better understand the issues, concerns, and low points occurring > within a referral source in order to improve our services and return these > accounts to positive growth. > > In the link below, you will find the list of accounts for your division. > The HCL and his/her manager will be ensuring that a meeting is set that > works with your schedule. In addition, they will be completing and > delivering an Account Summary 1-pager to you that will provide background > on the account, including any recent issues or updates. > > *Executive Intervention Account List > * > > Each HCL has received instruction from Megan Wisniewski on the process and > what is expected of them. RevOps and Sales will be following up with them > to ensure these items are moving along. > > If any of you have questions, please do not hesitate to reach out to Megan > Wisniewski, Matt Neal, Ashley Mirone, or me. > > Kirk > > -- > Kirk Hayes > Head of Growth Strategy, Corporate Development > * Please note my email has changed: * > khayes@thekey.com > 214-498-1191 > TheKey.com > [image: TheKey] > --000000000000329f4005e454eac8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Kirk, Thank you for an excellent p= resentation yesterday.=C2=A0 On further analysis, = it was brought to Tim's and my attention that the below account (Proact= ive Seniors) has actually grown 29.8% on a y