--000000000000fc85820625a478d6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, For Milwaukee Wins Scott from Chicago will be coming to the local market and focus on trusted advisors. Micah has been out in the field and has been able to break into several communities/referral sources from which we have not received referrals in 6-12 months, this is resulting in Time Slips and new referrals. All SOCs in Sept hit $5K We had 6 SOCs in Oct, the highest since June 2024 Received Milwaukee Best of 2024 award! Losses Still down in client count and Revenue vs projected, however, anticipating a $17K increase for the close of Oct vs Sept. Low conversion rate- We have an increase in web leads and most of them can not financially afford services causing them to be closed. Most new clients are tier 2 as they start hesitant to care. We have our CSM who works with them closely to encourage increased hours based on actual assessed needs. Other new clients are short-term and tier 3. Let me know if you need anything else. We can only go UP from here! Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] On Tue, Oct 29, 2024 at 1:43=E2=80=AFPM Timothy Thomas wrot= e: > Hi Team, > > As we prepare for our upcoming monthly operations review, I need your > input to ensure we accurately represent each location=E2=80=99s performan= ce. Please > provide a concise list of your key Opportunities (Wins) and Challenges > (Losses) for September and October. > > =E2=80=A2 Opportunities (Wins): Highlight specific achievements that posi= tively > impacted your operations. > =E2=80=A2 Challenges (Losses): Specify any issues faced, along with your = current > corrective measures or action plans to address them. > > Please keep each bullet point clear and succinct, and send your updates b= y > lunchtime tomorrow. Your insights are crucial for an effective review, so= I > appreciate your prompt response. > > Thanks > > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000fc85820625a478d6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, =C2=A0For Milwaukee=C2= =A0 Wins Scott from Chica= go will be coming to the local market and focus on trusted advisors. Micah has been out in the field and has been able to bre= ak into several communities/referral sources from which we have not receive= d referrals in 6-12 months, this is resulting=C2=A0in Time Slips and new re= ferrals.=C2=A0 All SOCs in Sept hit $5K = We had 6 SOCs in Oct, the highest since June 2024 = Received=C2=A0Milwaukee Best of 2024 award!=C2=A0 = Losses Still down in client=C2=A0count and Revenue vs projected, = however, anticipating a $17K increase for the close of Oct vs Sept. =C2=A0 Low conversion=C2=A0rate- We have an increase in web le= ads and most of them can