--000000000000303b8106297c3a59 Content-Type: multipart/alternative; boundary="000000000000303b7f06297c3a57" --000000000000303b7f06297c3a57 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Team, As we approach 2025, it's critical that we review our current rate cards and establish strategic pricing for new clients in the upcoming year. Your insights and recommendations are essential in identifying opportunities and ensuring our rates align with market dynamics while meeting operational goals. Attached, you=E2=80=99ll find a workbook with key data points to guide your analysis and recommendations. These include: 1. *Minimum Price per SF*: Your market=E2=80=99s minimum rate in Salesfo= rce. 2. *Average 8-hour Competitor Shop Rate*: The average rate competitors are charging in the specific market. This data was completed in the last 30-days. 3. *Aug-Oct Regular Hourly Rate*: The average hourly rate charged to new clients (excluding OT, flex, and live-in rates). 4. *Aug-Oct Regular Hourly Caregiver Pay Rate*: The average hourly pay rate for caregivers (excluding OT, flex, and live-in rates). 5. *November Caregiver Margin Per Planful*: The margin for each site as reflected in the November P&L. 6. *Known Wage Increases*: A space for you to indicate any mandatory wage increases at your site. 7. *Implied Bill Rate to Yield a 50% Caregiver Margin*: The bill rate required to achieve a 50% caregiver margin. 8. *Recommended Market Rate*: The minimum suggested rate for the site=E2= =80=99s rate card (to be entered in SF). 9. *Recommended Target Rate*: The ideal rate to target after completing in-home assessments and showcasing our full value. *Action Required by EOD Friday, December 20th*: - Collaborate with your GMs and Sales partners to assess the data and provide your recommendations for the revised 2025 rate card. - Submit the completed workbook to Melissa, Derek, and Kevin no later than the end of the day Friday. Completing this exercise is crucial for setting competitive and sustainable pricing that reflects our value while supporting our financial goals. Your input will directly influence our ability to capture market opportunities and maintain strong margins in the coming year. If you have any questions or need assistance, feel free to schedule time with me to review. Thank you in advance for your thoughtful and timely contributions to this important process. Thank you, --=20 * Melissa Reyes * President of Client Services (916)743-0530 melissa.reyes@thekey.com TheKey.com [image: TheKey] --000000000000303b7f06297c3a57 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Dear Team, As we approach 2025, it's critical that we review= our current rate cards and establish strategic pricing for new clients in = the upcoming year. Your insights and recommendations are essential in ident= ifying opportunities and ensuring our rates align with market dynamics whil= e meeting operationa