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

Sounds great, thanks for the update! We will be ready!!

Best,

On Mon, Oct 7, 2024 at 11:06 AM Ashley Mirone <amirone@thekey.com> wrote:

> Thank you Audra - +Analissa Sanchez <analissa.sanchez@thekey.com> has
> been added!
>
> I outlined the framework in the email below but we will have this fully
> built and sent out to you all on Wednesdays in preparation for our Thursday
> call.
>
> Best,
> Ashley Mirone
> SVP of Business Development
> *Please note my email has changed:*
> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
> Direct: (310) 755-9669
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Mon, Oct 7, 2024 at 10:42 AM Audra Williams <audraw@thekey.com> wrote:
>
>> 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 AM Ashley Mirone <amirone@thekey.com> wrote:
>>
>>> Hello Leadership Team
>>>
>>> I’m excited to introduce a new *Weekly Business Review* process
>>> designed 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’s 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
>>> support your efforts and ultimately drive the GROWTH we’re all striving for.
>>>
>>> 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 <Ashley.Mirone@TheKey.com>
>>> Direct: (310) 755-9669
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>>
>> --
>> Audra Williams
>> Director, Divisional Operations
>> (425) 757-7027
>> TheKey.com <https://www.thekey.com/>
>>
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>

-- 
Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>


[image: TheKey] <https://homecareassistance.com/>