Winnipeg Office September Results

From
Dennis Fancy <dfancy@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 30 Oct 2024 11:56:07 -0500
Folder
INBOX
--0000000000009ae73d0625b494a7 Content-Type: text/plain; charset="UTF-8" Hi Tim, Here are the opportunities (wins) and challenges (losses) for September. Please let me know if you have any questions. *Opportunities* -established relationship with Wolseley Law office (expert attorneys in wills, estates and trusts) -meeting with Bergen Gardens to reaffirm our standing as preferred home care agency for this exclusive senior's residence (educational opportunities being planned for residents' families) -initiated new postcard campaign in conjunction with Calgary office (cards now in production and will be mailed out to affluent Winnipeg suburbs ASAP) -local office morale remains high and team remains focused on client retention as well as optimistic that business development efforts and consumer marketing enhancements will contribute to growth *Challenges* -gross revenue flat relative to September 2023 -Winnipeg was only Canadian site not to achieve our growth target -pipeline remains extremely weak due to low lead volume (24 leads September '23 versus 21 leads September '24) -despite radio campaign and postcard campaigns, TheKey is not a locally recognized brand (some previous referral partners indicated that they thought Home Care Assistance had gone out of business) Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] --0000000000009ae73d0625b494a7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Here are the o= pportunities (wins) and challenges (losses) for September. Please let me kn= ow if you have any questions. Opportunities = -established relationship with Wolseley Law offic= e (expert attorneys in wills, estates and trusts) = -meeting with Bergen Gardens to reaffirm our standing as preferred home car= e agency for this exclusive senior&#39;s residence (educational opportuniti= es being planned for residents&#39; families) -ini= tiated new postcard campaign in conjunction with Calgary office (cards now = in production and will be mailed out to affluent Winnipeg suburbs ASAP) -local office morale remains high and team remains fo= cused on client retention as well as optimistic that business development e= fforts and consumer marketing enhancements will contribute to growth=C2=A0 Challenges -gross = revenue flat relative to September 2023 -Winnipeg = was only Canadian site not to achieve our growth target=C2=A0 -pipeline remains extremely weak due to low lead volume (24 lea= ds September &#39;23 versus 21 leads September &#39;24) -despite radio campaign and postcard campaigns, TheKey is not a local= ly recognized brand (some previous referral partners indicated that they th= ought Home Care Assistance had gone out of business) = Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca= <= /div

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