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

--000000000000b33a3e0623e6ec90 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds great, thanks for the update! We will be ready!! Best, On Mon, Oct 7, 2024 at 11:06=E2=80=AFAM Ashley Mirone = wrote: > Thank you Audra - +Analissa Sanchez has > been added! > > I outlined the framework in the email below but we will have this fully > built and sent out to you all on Wednesdays in preparation for our Thursd= ay > call. > > Best, > Ashley Mirone > SVP of Business Development > *Please note my email has changed:* > amirone@TheKey.com > Direct: (310) 755-9669 > TheKey.com > [image: TheKey] > > > On Mon, Oct 7, 2024 at 10:42=E2=80=AFAM Audra Williams wrote: > >> Thanks Ashley!! Can you share the reports with the data that we will be >> reviewing? I am assuming that they are in Tableau, but want to be >> certain. Also, since recruitment is under the direction of Analissa >> Sanchez, should we invite her to offer added insight to CG recruitment >> opportunities? >> >> Looking forward to meeting and discussing GROWTH!! >> >> Best, >> >> On Mon, Oct 7, 2024 at 9:49=E2=80=AFAM Ashley Mirone wrote: >> >>> Hello Leadership Team >>> >>> I=E2=80=99m excited to introduce a new *Weekly Business Review* process >>> designed to provide you with deeper insights into your regions and site= s 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 fo= r you 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] >>> >> >> >> -- >> Audra Williams >> Director, Divisional Operations >> (425) 757-7027 >> TheKey.com