New Weekly Business Review (WBR) Process to Drive Growth and Improvement

From
Ashley Mirone <amirone@thekey.com>
To
Regional Directors <RegionalDirectors@thekey.com>, Sales Leadership Team <salesleadership@thekey.com>
CC
Sarah Powers <spowers@thekey.com>, Christopher Reese <christopher.reese@thekey.com>
Date
Mon, 7 Oct 2024 09:48:50 -0700
Folder
INBOX
--0000000000004129f70623e5cc7f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Leadership Team I=E2=80=99m excited to introduce a new *Weekly Business Review* process des= igned to provide you with deeper insights into your regions and sites to help drive targeted improvements and growth. This process will offer greater visibility into key areas, including: - *Sales team performance*: Understand the action plans our Sales Leaders are driving. - *Inside sales conversions*: Review actions, opportunities, and areas for improvement. - *Revenue projections by site*: See which teams are on track to hit targets. - *New business retention*: Track intention vs. actual retention to ensure we are keeping the clients we work hard to win. - *Caregiver recruitment insights*: Identify trends and opportunities. These sessions will be co-facilitated by myself and Donny, our head of analytics. Beyond the data, this will be a valuable opportunity to hear from other leaders in your division, leverage best practices, and share tools and experiences. Most importantly, it=E2=80=99s an opportunity for yo= u as field leaders to drive insights and actions that support your teams and business growth. We will be kicking off this week, and invites will follow shortly. Please ensure you prioritize attending these calls as they are designed to support your efforts and ultimately drive the GROWTH we=E2=80=99re all striving for= . Looking forward to seeing you on the call and collaborating to move the needle! Best regards, Ashley Mirone SVP of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] --0000000000004129f70623e5cc7f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Leadership=C2=A0Team I=E2=80=99m excited to= introduce a new Weekly Business Review process designed to provid= e you with deeper insights into your regions and sites to help drive target= ed improvements and growth. This process will offer greater visibility into= key areas, including: Sales team performance : = Understand the action plans our Sales Leaders are driving. = Inside sales conversions : Review actions, opportunities, and areas= for improvement. Revenue projections by site : See= which teams are on track to hit targets. New business rete= ntion : Track intention vs. actual retention to ensure we are keepi= ng the clients we work hard to win. Caregiver recruitme= nt insights : Identify trends and opportunities. These = sessions will be co-facilitated by myself and Donny, our head of analytics.= Beyond the data, this will be a valuable opportunity to hear from other le= aders in your division, leverage best practices, and share tools and experi= ences. Most importantly, it=E2=80=99s an opportunity for you as field leade= rs to drive insights and actions that support your teams and business growt= h. We will be kicking off this week, and invite

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