--000000000000a82ee0063361502f Content-Type: multipart/alternative; boundary="000000000000a82edf063361502e" --000000000000a82edf063361502e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please find the next steps captured from our call this morning in our shared slide deck as shown below. We'll review these in our next call in 4 weeks. Thanks everyone! https://docs.google.com/presentation/d/1TI3H-cZA0quZgi6SIKtQ4cDWEJAlyw_AWIJ= -5KFOXOs/edit?slide=3Did.g34e3932268d_3_4#slide=3Did.g34e3932268d_3_4 [image: image.png] - Earl Blair and BethAnn Rosario will develop a plan to renew the partnership with the V at Lakeside, aiming to increase monthly revenue a= nd create more value, including obtaining professional testimonials. - Earl Blair and KIM will visit The Georgian Lakeside by Cogir to gather statements regarding the caregiver incident, ensuring consistent communication with the wellness director. - BethAnn Rosario will check if employee assistance was offered to the caregiver. - Julia Jenkins will update the Kosir account in Salesforce to 'qualified' (completed) - Account to be changed to a 'SAP account'. - BethAnn Rosario will connect Brandy (Salem VA Medical Center) with Kelly (Myrtle Beach VA clinic) and Stacy to explore collaborations and improve lead generation. - Earl Blair will investigate the Gracie Lane partnership, determining next steps and SAP account status (Preparing for Care) - Stacy will prioritize the Hampton VA account as an SAP account, ensuring weekly activity. - Audra Williams will gather contact information for the Hampton VA. - Earl Blair will determine which existing PPAs should be SAP accounts and discuss challenges with account owners. - Julia Jenkins will update the Artis Senior Living of Boca account as a non PPA account (completed) - Earl Blair will assess the feasibility of adding additional PPAs to the 20-30 addition and prioritize PPA accounts against SAPs. - Earl Blair will make one touchpoint with Oasis Senior Advisors, monitoring ROI and considering rev ops if needed. - Timothy Thomas will investigate challenges in Milwaukee Lead to Client conversion and assess pricing. - Timothy Thomas will discuss reassigning accounts under Jake to the GM. - The group will validate the active status of listed accounts and reassign those owned by Rev Ops or lacking documentation. - Julia Jenkins to update Transitions Care of Columbus as a non PPA account (completed) - Earl Blair will connect with their RDOSs regarding their deal funnel for PPAs. - Melissa Ulanch and Timothy Thomas will develop a strong SLC plan for Chicago, focusing on healthcare ecosystem accounts and leveraging existi= ng relationships. - Earl Blair will follow up with Impath Home Health=E2=80=99s SVP to final= ize the contract. - Earl Blair, Melissa Ulanch, and BethAnn Rosario will identify low-hanging fruit PPA opportunities in existing East and Northeast partnerships, focusing on markets with existing wallet share. -