Re: East Growth WBR Deck - Review Week 10/14/24

From
Kendra Smith <ksmith@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Fri, 25 Oct 2024 10:38:54 -0400
Folder
INBOX
--000000000000a5edae06254e159f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable got it. Thank you, On Fri, Oct 25, 2024 at 10:38=E2=80=AFAM Timothy Thomas wro= te: > It was for Florida only. > > On Fri, Oct 25, 2024 at 10:23=E2=80=AFAM Kendra Smith = wrote: > >> Good morning, >> Do you know why they have TheKey @$28 for the mystery call slide? >> >> Thank you, >> >> >> On Thu, Oct 24, 2024 at 9:46=E2=80=AFAM Timothy Thomas w= rote: >> >>> Good morning. >>> >>> Have a look at the slide deck for your respective markets some >>> interesting insights that we can review on our 1:1s. This is a weekly >>> report that I=E2=80=99ll share with you from now on. >>> >>> Overall the Midwest and Canada are leading the way in revenue vs >>> forecast. Keep it up! >>> >>> Best >>> Tim >>> >>> ---------- Forwarded message --------- >>> From: Sarah Powers >>> Date: Wed, Oct 23, 2024 at 8:02=E2=80=AFPM >>> Subject: East Growth WBR Deck - Review Week 10/14/24 >>> To: Ashley Mirone , Analissa Sanchez >> analissa.sanchez@thekey.com>, Audra Williams , Beth >>> Ann Rosario , Christopher Reese >> christopher.reese@thekey.com>, Cristal Munoz , Denny >>> Roebel , Donny Deshotels >> donny.deshotels@thekey.com>, Earl Blair , John >>> Champagne , Julia Jenkins >> jujenkins@thekey.com>, Kevin Parker , Kimberly >>> Guerci , Timothy Thomas , Rique >>> Reyna >>> >>> >>> Hi All, >>> >>> In preparation for the Growth WBR tomorrow, below is a link to the >>> draft presentation deck that will help guide the conversation. The deck= has >>> data slides with insights added, updated for the most recent week (10/1= 4 >>> through 10/20). There are a few updates we will be making throughout th= e >>> day tomorrow. Please feel free to tag me in the slides if you have any >>> questions or would like us to follow up on any data items. As a reminde= r, >>> below is an outline of the deck and definitions of the metrics. >>> >>> East Growth Metrics WBR >>> >>> >>> *Slides and Definitions:* >>> *Actions from Last Wee*k - this will include action items to review >>> from the prior week (blank for this first week) >>> *Division Summary *- Funnel metrics for the region trended (From Growth= Pillar >>> Dashboard) >>> *Prospective Client Acquisition Stack* - site level R&S with funnel >>> metrics >>> >>> Lead =3D # of leads created in the week >>> % LT Leads =3D % of leads created in the week that are intended Tier 1 = and >>> Tier 2 >>> Opportunities =3D # of opportunities created in the week >>> % LT Opportunities =3D % of opportunities created in the week that are >>> intended Tier 1 and Tier 2 >>> AX Completed =3D # of assessments completed in the week >>> SOC =3D # of client starts in the week >>> % LT Intention SOC =3D % of client starts in the week that are intended >>> Tier 1 and Tier 2 >>> >>> *Stale Prospective Client Stack* - Leads and Opportunities lacking >>> follow up items Dashboard link in Salesforce here >>> >>> >>> Stale Leads =3D # of leads created