Sounds like a plan!
Danielle James LPN
*Milwaukee General Manager *
*Please note my email has changed:*
danielle.james@thekey.com <Danielle.James%20LPN%20@TheKey.com>
(414) 309-4827
(414) 219-0300
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>
*Have positive feedback? We'd love to share that with the community: *
https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
On Thu, Feb 20, 2025 at 1:20 PM Timothy Thomas <tt@thekey.com> wrote:
> Thanks Danielle. These are good insights. I'll speak to Chris about the
> challenges at the top of the funnel.
>
> On Thu, Feb 20, 2025 at 10:22 AM Danielle James <danielle.james@thekey.com>
> wrote:
>
>> Hi,
>> Info for MKE
>>
>> On a positive note as of yesterday, we had 11 Leads which puts us on
>> target to meet or exceed the amount of leads we had last week. They do
>> however seem to get stuck in the assessment pending area. We currently have
>> 18 with not a lot of movement.
>>
>>
>> What’s currently working well in your market- I think going out with
>> Micah has been beneficial and is resulting in an uptick in his referrals
>> and SOC. He is growing WOW for revenue.
>>
>> • What’s not working and needs adjustment-
>> We do have some staffing challenges. We are working with recruitment to
>> get additional CGs hired. We have changed our day of orientation to see if
>> that helps at all. We are seeing several leads come in that only want 2 or
>> 3 hours. We are looking at the location of these leads to see if it is
>> something that we can do.
>>
>> • Which opportunities are likely to convert?
>> We have 1 tier 1 that we are waiting for Paperwork in. They are looking
>> to start next week on Tuesday. We do have a SOC that is starting on the
>> 24th as well however this is a small tier 2
>>
>> • How the current week is shaping up as a potential bounce-back
>> We did have a dip in revenue as we had a 24/7 go to the hospital, and she
>> will not be coming back on services as she will be going to a higher level
>> of care. We do have a current client adding 2 hours a day and potentially a
>> returning client.
>> Micah has a follow-up with a couple who moved into a new IL and will need
>> assistance. He has a meeting later today to find out the hours they are
>> looking for and when they want to start.
>>
>> Please let me know if you have any questions or need anything else.
>>
>> Danielle James LPN
>> *Milwaukee General Manager *
>> *Please note my email has changed:*
>> danielle.james@thekey.com <Danielle.James%20LPN%20@TheKey.com>
>> (414) 309-4827
>> (414) 219-0300
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://www.thekey.com/>
>> *Have positive feedback? We'd love to share that with the community: *
>> https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
>>
>>
>> On Wed, Feb 19, 2025 at 2:32 PM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Good afternoon,
>>>
>>> Please take a moment to review the attached deck containing last week’s
>>> metrics. Specifically, I’d like your comments on slide 6 and slide 10 in
>>> relation to your revenue, census, and pipeline performance. Please send
>>> your comments over before 2pm ET tomorrow in prep for our WBR call.
>>>
>>> It was a challenging week for our pipeline as a region, so I’d
>>> appreciate your insights on:
>>> • What’s currently working well in your market
>>> • What’s not working and needs adjustment
>>> • Which opportunities are likely to convert
>>> • How the current week is shaping up as a potential bounce back
>>>
>>> Here are some questions you can ask yourself
>>>
>>> 1. Assessment & Conversion Issues:
>>> • Cincinnati, Cleveland, Winnipeg, Kansas City, all had 0 assessments
>>> and 0 SOC the week of 2/10. What are the main barriers to moving leads
>>> through the funnel?
>>> • Is this due to low lead quality, staffing shortages, or operational
>>> bottlenecks?
>>>
>>> 2. Market-Specific Insights:
>>> • St. Louis and Calgary had increased assessments but declining SOC—why
>>> are assessments not converting into starts? Are we losing clients to
>>> competitors or seeing reluctance due to pricing or service offerings?
>>>
>>> 3. Lead Generation & Funnel Performance:
>>> • Leads were up 21% MoM but all other funnel metrics declined—what’s
>>> happening at the middle and bottom of the funnel?
>>> • Are we seeing a drop-off at the assessment stage, or is the issue at
>>> the contracting stage?
>>>
>>> 4. Bounce-Back Strategy:
>>> • Given the weak pipeline performance last week, what specific steps are
>>> being taken this week to recover lost momentum?
>>> • Are there any high-value opportunities from last week that are still
>>> active and could close this week?
>>>
>>> Thanks,
>>> Tim
>>>
>>> --
>>>
>>> *Tim Thomas*
>>> Head of Midwest & Canada Divisions | *TheKey*
>>> Mobile: 514.591.9387
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>