Re: New Weekly Business Review (WBR) Process to Drive Growth and Improvement

--000000000000cb04ca0623e68976 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Ashley!! Can you share the reports with the data that we will be reviewing? I am assuming that they are in Tableau, but want to be certain. Also, since recruitment is under the direction of Analissa Sanchez, should we invite her to offer added insight to CG recruitment opportunities? Looking forward to meeting and discussing GROWTH!! Best, On Mon, Oct 7, 2024 at 9:49=E2=80=AFAM Ashley Mirone w= rote: > Hello Leadership Team > > I=E2=80=99m excited to introduce a new *Weekly Business Review* process d= esigned > to provide you with deeper insights into your regions and sites to help > drive targeted improvements and growth. This process will offer greater > visibility into key areas, including: > > - *Sales team performance*: Understand the action plans our Sales > Leaders are driving. > - *Inside sales conversions*: Review actions, opportunities, and areas > for improvement. > - *Revenue projections by site*: See which teams are on track to hit > targets. > - *New business retention*: Track intention vs. actual retention to > ensure we are keeping the clients we work hard to win. > - *Caregiver recruitment insights*: Identify trends and opportunities. > > These sessions will be co-facilitated by myself and Donny, our head of > analytics. Beyond the data, this will be a valuable opportunity to hear > from other leaders in your division, leverage best practices, and share > tools and experiences. Most importantly, it=E2=80=99s an opportunity for = you as > field leaders to drive insights and actions that support your teams and > business growth. > > We will be kicking off this week, and invites will follow shortly. Please > ensure you prioritize attending these calls as they are designed to suppo= rt > your efforts and ultimately drive the GROWTH we=E2=80=99re all striving f= or. > > Looking forward to seeing you on the call and collaborating to move the > needle! > > Best regards, > Ashley Mirone > SVP of Business Development > *Please note my email has changed:* > amirone@TheKey.com > Direct: (310) 755-9669 > TheKey.com > [image: TheKey] > --=20 Audra Williams Director, Divisional Operations (425) 757-7027 TheKey.com [image: TheKey] --000000000000cb04ca0623e68976 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Ashley!!=C2=A0 Can you share the reports with the data th= at we will be reviewing?=C2=A0 I am assuming that they are in Tableau, but = want to be certain.=C2=A0 Also, since recruitment=C2=A0is under the directi= on of Analissa Sanchez, should we invite her to offer added insight to CG r= ecruitment opportunities?=C2=A0=C2=A0 Looking forward to meeting and dis= cussing GROWTH!! Best, On Mon, Oct 7, 2024 at 9:49=E2=80=AFAM Ashle= y Mirone < amirone@thekey.com &g= t; wrote: Hello Leadership=C2=A0Team I=E2=80=99m excited to intro= duce a new Weekly Business Review process des