IMPORTANT PLEASE READ - Operational Excellence Session

From
James Patchett <jpatchett@homecareassistance.com>
To
James Patchett <jpatchett@homecareassistance.com>, Barbara Schuh <bschuh@homecareassistance.com>
Date
Thu, 1 Sep 2016 19:09:16 -0400
Folder
INBOX
--001a11490a28efaa23053b7a4fbf Content-Type: text/plain; charset=UTF-8 Good Evening, Barbara and I are very excited that you will be joining us for the Operational Excellence session on Wednesday of the Conference. This session is going to be packed with information and will be very interactive. The day will end with you walking away with a plan to grow your business. With that said, we are asking that you please bring the following to the session Wednesday: 1. Laptop and power cable - We will be using some new tools that will require your computer and the ability to OPEN & USE Excel. (iPads not recommended) 2. The following ClearCare Reports: 1. Gross Profit Summary from Dec 1st - 31st 2015 2. Gross Profit Summary from Sept 28th 2015 - Oct 4th 2015 3. Gross Profit Summary from Dec 28th 2016 - Jan 3rd, 2016 4. Gross Profit Summary from Oct 1st 2015 - Dec 31st 2015 5. Lead Flow Report from Dec 1st - 31st 2015 (under custom reports) 6. Client Starts Report from Oct 1st 2015 to Dec 31st 2015 (under custom reports) (If you have any problems with your reports contact your support person: Janine, James, Barbara, Michele) 3. Copy of your 2nd Quarter QBR (Quarterly Business Review) 4. Copy of your last SER (Site Efficiency Review) In addition to these items you will be receiving a number of new tools from us for use during the session. We are looking forward to seeing you in just under two weeks! Thank you, -- James Patchett Director of Franchise Development Mobile (727)729-2068 http://www.homecareassistance.com *Changing the Way the World Ages.* Review our Book Series Like us on Facebook Explore our Franchise Opportunity --001a11490a28efaa23053b7a4fbf Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Evening, Barbar= a and I are very excited that you will be joining us for the Operational Ex= cellence session on Wednesday of the Conference. =C2=A0 This session is= going to be packed with information and will be very interactive. The day = will end with you walking away with a plan to grow your business.=C2=A0 Wit= h that said, we are asking that you please bring the following to the sessi= on Wednesday: Laptop and power= cable - We will be using some new tools that will require your computer an= d the ability to OPEN &amp; USE Excel. =C2=A0(iPads not recommended) = The fo= llowing ClearCare Reports: Gross Profit Summary from Dec 1st - 31st= 2015 Gross Profit Summary = from Sept 28th 2015 - Oct 4th 2015 Gross Profit Summary from Dec 28th 2016 - Jan 3rd, 2016 = Gross Profit Summary from Oct 1st 2015= - Dec 31st 2015 Lead Flow = Report from Dec 1st - 31st 2015 (under custom reports) Client Starts Report from Oct 1st 2015 to Dec 3= 1st 2015 (under custom reports) (If you have any problems with your reports= contact your support person: Janine, James, Barbara, Michele) Co= py of your 2nd Quarter QBR (Quarterly Business Review) Copy of your last SER (Site=C2=A0Efficiency=C2= =A0Review) =C2=A0 In addition to these items yo

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