--0000000000001eb4b0063846a3bd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, Please find the next steps discussed on our call below. Please feel free to respond with any items I might have missed! - Kevin Parker will discuss the plan for the VA account ownership in New Jersey account with John next week. - Kevin Parker will follow up with the regional for Columbus Assisted Living Locators to understand partnership hesitation. - Kevin Parker to determine a set cadence for Cori to connect with HealthBridge ongoing - Kevin Parker will assign Assisted Living Locators of NY to Kaitlyn since Anna=E2=80=99s territory is shifting - Kevin will assign Oasis in Bergen to Sasha - Kimberly Guerci will review and address the data discrepancy of The Virginia's closed-won leads being categorized as tier 4 intention client= s, as they are mostly long term clients. - Melissa Ulanch will follow up with the regional contact for Atria regarding the Lafayette and Center City communities. - Melissa Ulanch will obtain a list of Wilshshire (Hawthorne) offices to contact individually for potential partnerships. - Melissa Ulanch and Kevin Parker will re-engage Rory at Fox Rehab in New Jersey regarding the PPA offering. - Melissa Ulanch to partner with Jackie Summers on co-branded materials for Assisted Living Locators. Once we have new materials an internal meeting to be hosted with ALL stakeholders to re-launch the partnership. - Melissa & Kevin to coordinate monthly business reviews for Monarch and Assisted Living Locators - Audra Williams and Melissa Ulanch will collaborate to create a basic standardized operational process for contracted payers. (action carried over from May call) - Julia and Melissa to determine if the Assisted Living Locators DC / Greater Baltimore advisor in fact exists On Wed, Jun 18, 2025 at 4:04=E2=80=AFPM Julia Jenkins wrote: > Hello Kevin, Kim & Tim, > > Please find the deck for our second Northeast + Columbus Regional > Partnership Business Review meeting tomorrow below. I've included May > results and June MTD data on all of our active partnership accounts. We'l= l > be reviewing the performance of all of our active partnership accounts, > aligning on actions to grow these accounts, as well as strategizing on ne= w > PPA deals in the pipeline. > > Please note the following: > > - We are inviting GMs to these calls moving forward as optional > attendees > - *Please invite anyone I might have missed!* > - We will review outcomes from last month's action items at the top of > our call (see below). > - We'll review Columbus first and then tackle the Northeast > > > *Northeast + Columbus Regional Partnership Business Review* > > > Looking forward to seeing you tomorrow! > > Thank you, > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > Next Steps from last call: > > > - > > Kevin Parker wi