Re: Assessment to Start of Care

From
Danielle James <danielle.james@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 30 Oct 2024 10:40:34 -0500
Folder
INBOX
--0000000000006f50170625b386c2 Content-Type: multipart/alternative; boundary="0000000000006f50160625b386c1" --0000000000006f50160625b386c1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, We had 6 Caring.com that got pushed over to opportunities. These are typically opportunities that do not turn into actual clients. ( Just to give you an idea we have not had 1 client start from caring.com since 2022) We had 3 clients entered in as duplicates so not sure if that is being included in our numbers. We also had 2 Oasis leads that were entered prior to an assessment scheduled that were closed. Due to the high amount of leads we get from them we usually don't enter until an assessment is scheduled. 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 Wed, Oct 30, 2024 at 10:31=E2=80=AFAM Timothy Thomas wro= te: > Here are the stats per site. > > > [image: Screenshot 2024-10-30 at 11.30.04=E2=80=AFAM.png] > > On Wed, Oct 30, 2024 at 11:28=E2=80=AFAM Timothy Thomas w= rote: > >> Hey Team, >> >> We've seen a significant decline in our assessment to start of care >> ratio. Which as a region was in the mid 60% in July and August but fell = to >> 50% in September. >> >> Do you have any insights to share? Could you ask your CSMs if they have >> some thoughts? >> >> Thanks >> >> -- >> >> *Tim Thomas* >> Head of Midwest & Canada Divisions | *TheKey* >> Mobile: 514.591.9387 >> [image: TheKey] >> > --0000000000006f50160625b386c1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, =C2=A0We had 6 Caring.com that got pushed= over to opportunities. These are typically opportunities=C2=A0that do not = turn into actual clients. ( Just to give you an idea we have not had 1 clie= nt=C2=A0start from caring.com since 2022)= We had 3 clients=C2=A0entered in as duplicates=C2=A0so = not sure if that is being included=C2=A0in our numbers. We also had 2 Oasis leads that were entered prior to an assessment sc= heduled that were closed. Due to the high amount of leads we get from them = we usually don&#39;t enter until an assessment is scheduled.=C2=A0 D= anielle James LPN Milwaukee General Manager=C2=A0 Please note my email has changed: danielle.james@thekey.com (414) 309= -4827 (414) 219-030= 0 TheKey.com </