Re: East and West Growth WBR Decks - Review Week 2/17/25

From
Alysce Craig <alysce.craig@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 27 Feb 2025 13:23:12 -0500
Folder
INBOX
--000000000000178928062f23c9b0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Columbus is still experiencing many of the same issues. We only had 2 new leads come through the pipeline this week. I believe that we will have 1 SOC come from the 6 opportunities that are in assessment pending or scheduled state, the other leads are not moving forward with even being ready to schedule an assessment. We had 1 start which was only a transportation shift for 4 hours. We also had a Tier 2 client pass away. We have to get a better lead quality in order for us to get our momentum going. I did dedicate this week to being out in the field to get in front of accounts that have gone stale and retirement communities that we are not currently servicing. Thanks, Alysce On Wed, Feb 26, 2025 at 3:49=E2=80=AFPM Timothy Thomas wrot= e: > Good afternoon, > > Please take a moment to review the attached deck containing last week=E2= =80=99s > metrics. Specifically, I=E2=80=99d like your comments on slide 6 and slid= e 10 in > relation to your revenue, census, and pipeline performance. Please send > your comments over before 2pm ET tomorrow in preparation for our WBR call= . > > Shout out to Vancouver, Montreal, Toronto and Milwaukee for positive > revenue growth! > > Thanks > Tim > > ---------- Forwarded message --------- > From: Sarah Powers > Date: Wed, Feb 26, 2025 at 1:48=E2=80=AFPM > Subject: East and West Growth WBR Decks - Review Week 2/17/25 > To: Ashley Mirone , Audra Williams , > Brad Dean , BethAnn Rosario , > Cassandra , Christopher Reese christopher.reese@thekey.com>, Cristal Munoz , Denny > Roebel , Donny Deshotels donny.deshotels@thekey.com>, Earl Blair , Emily > Russell , John Champagne john.champagne@thekey.com>, Julia Jenkins , Kevin > Parker , Kimberly Guerci , > Melissa Reyes , Mansi Mehta = , > Natalie Fritz , Shadi Gholizadeh , > Timothy Thomas , Araceli Gutierrez araceli.gutierrez@thekey.com>, Coddye Ring-Noonan coddye.ringnoonan@thekey.com>, Dulce Aganan-Coleman = , > Jennifer Geist , Jessica Thomas jessica.thomas@thekey.com>, Juan Diaz , Kevin > Stallo , Tiffany Silton , Vanessa > Treadwell > > > Hi All, > > Below are the links to the draft presentation decks for both the East and > West divisions for tomorrow's WBR meetings, reviewing the week of > 2/17-2/23. The data visuals and insights have all been updated. > > Please feel free to tag me in the slides if you have any questions or > would like us to follow up on any data items. > > East Growth Metrics WBR > > West Growth Metrics WBR > > > Thanks, > Sarah > > -- > Sarah Powers > Director, Strategic Analytics > TheKey.com > [image: TheKey] > --000000000000178928062f23c9b0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Columbus is still experiencing= =C2=A0many of the same issues.=C2=A0 We only had 2= new leads=C2=A0come through the pipeline this week. I believe that we will= have 1 SOC come from the 6 o