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

From
Lilian Ciesco <lilian.ciesco@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Analissa Sanchez <analissa.sanchez@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Sales Leadership Team <salesleadership@thekey.com>, Sarah Powers <spowers@thekey.com>, Christopher Reese <christopher.reese@thekey.com>
Date
Mon, 7 Oct 2024 18:47:45 -0400
Folder
INBOX
--000000000000ce60b40623eacff3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Looking forward to learning more. Thanks, L~ Lilian Ciesco Area Sales Manager 860-949-7301 Lilian.ciesco@thekey.com TheKey On Mon, Oct 7, 2024 at 2:09=E2=80=AFPM Audra Williams w= rote: > Sounds great, thanks for the update! We will be ready!! > > Best, > > On Mon, Oct 7, 2024 at 11:06=E2=80=AFAM Ashley Mirone wrote: > >> Thank you Audra - +Analissa Sanchez 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 Thurs= day >> call. >> >> Best, >> Ashley Mirone >> SVP of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Oct 7, 2024 at 10:42=E2=80=AFAM Audra Williams wrote: >> >>> Thanks Ashley!! Can you share the reports with the data that we will b= e >>> 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 wrote: >>> >>>> Hello Leadership Team >>>> >>>> I=E2=80=99m excited to introduce a new *Weekly Business Review* proces= s >>>> designed to provide you with deeper insights into your regions and sit= es 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 hea= r >>>> from other leaders in your division, leverage best practices, and shar= e >>>> tools and experiences. Most importantly, it=E2=80=99s an opportunity f= or you as >>>> field leaders to drive insights and actions that support your teams an= d >>>> business growth. >>>> >>>> We will be kicking off this week, and invites will follow shortly. >>>> Please ensure you prioritize attending these calls as they are designe= d to >>>> support your efforts and ultimately drive the GROWTH we=E2=80=99re all= striving for. >>>> >>>> Looking forward to seeing you on the call and collaborating to move th= e >>>> needle! >>>> >>>> Best regards, >>>>

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