Re: Spreadsheet shared with you: "Copy of Referral Accounts for GMs"

From
Emily Swackhamer <emily.swackhamer@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 5 Mar 2025 19:57:08 -0600
Folder
INBOX
--000000000000f6e629062fa2d492 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Account notes: Aberdeen Heights- I am willing to give this a try, but there is a lot of history. Two previous HCL's have burned the relationship here. They took all remaining clients we had and stole caregivers. They all but slam a door in our face when trying to start a conversation. Anthology of Clayton is now Clarendale and is owned by Katie May *The Grande at Laumeier Park* is an area we have not tried to my knowledge, but is on the account list. I would like to give it a shot. The area is financially qualified. I do have other ideas for accounts and areas I would like to pursue, but they are not existing accounts (including the BJC case managers I am meeting with). On Wed, Mar 5, 2025 at 9:08=E2=80=AFAM Timothy Thomas (via Google Sheets) wrote: > Timothy Thomas shared a spreadsheet > [image: Header profile photo] > Timothy Thomas (tt@thekey.com) has invited you to *edit* the following > spreadsheet: > Good morning, > > On tomorrow's Growth call, leadership will announce a new incentive for > GMs aimed at business development. You will all be eligible for an HCL > style bonus for referral accounts. We've selected ~5-8 Rev Ops owned > Referral Accounts for each GM based on priority of the following Account > metrics: > > Active Partnerships (PPAs) > Active/Inactive/Newly Activated Accounts (active client census/recent SOC= s) > Stalled/Declining Accounts (historical SOCs) > Highest revenue/SOC generating accounts (last 3 months, 12 months and > lifetime) > Highest revenue generating referral channels (SLCs, GCMs, Hospitals, > Fiduciaries, etc). > > Please review the Accounts noted for your respective Sites and respond vi= a > email or comment in the google sheet with any Account revisions that migh= t > be appropriate by end of day. Some reasons for revisions may include: > > Duplicate Accounts (some of these Rev Ops accounts may be a duplicate of = a > HCL owned account) > Unqualified/Low potential Accounts (we may have historical revenue but th= e > account is no longer viable/promising) > Account location (if the Account is not within a reasonable drive time fo= r > you) > > If you are able to suggest an alternative Rev Ops owned account that woul= d > be a better fit for you, please do so! We want to do everything we can to > set you up for success. > > Thanks > Tim > > Copy of Referral Accounts for GMs > > > > Open > > Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA > You have received this email because tt@thekey.com shared a spreadsheet > with you from Google Sheets. [image: Google] > > --000000000000f6e629062fa2d492 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Account notes: Aberdeen Heights- I am w= illing to give this a try, but there is a lot of history. Two previous=C2= =A0HCL&#39;s have burned the relationship here. They took all remaining cli= ents we had