--000000000000a5021a0620225721 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Here are the action items for Winnipeg: *Consumer Leads* -radio campaign with CJOB launched August 19th -mail drop targeting affluent households and senior communities in south and central neighbourhoods to commence at end of the month *Referral Networking* -list of ten desirable targets compiled (link shared with TT) -registration as a vendor in Alzheimer Society of Manitoba's annual Care4u conference in October *Local SEO* -working on backlink from referral source Bergen Gardens -continue to send Google Review link to families of satisfied clients *Client Retention* *-*working with Lito from billing department to ensure Self and Family Managed Care clients properly identified and account debits coordinated properly -client at risk (Zasada) met with TT and DF during site visit and credit given to family Please let me know if you have any questions. Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] On Mon, Aug 19, 2024 at 9:42=E2=80=AFAM Timothy Thomas wrot= e: > Good Monday morning! > > I hope you all had a great weekend. > > I'm working on my monthly operations review slides to present on Wednesda= y. > > Please send me a list of action items you're working on in your local > markets to grow the business. Here's an example of my slides from June. > > Drop in Consumer leads > > Plan: Localized SEO project which will generate 15 unique articles / mont= h > across Canada. Posted within each locations sub-directory to boost organi= c > traffic. First batch to be posted to thekey.ca by August 2nd. > > > Direct Mail: Distribution of direct mail showcasing brain teaser > exercises, Track sign-ups and engagement through thekey.ca/quiz and > convert sign-ups into clients through targeted remarketing. Building list > of affluent seniors. First distribution sent July 22nd. 35 leads so far. > > > Radio: Renewed radio campaign in Calgary for another 3 months. Strong ROI > (6 clients CAC: $2100). Planning radio campaign for Winnipeg, expected > launch Sept 1. > > > Referral Marketing Plan > > BD Market Manager for Montreal: Target the major residence chains and > hospital C-Suites to secure partnerships. Background in sales leadership = in > an effort to support the Hybrid CSM program to refine their sales approac= h > and strategies. > > > Two HCL positions remain open in Greater Toronto - 4 interviews conducted > this week. Hopeful we can have a signed offer by August 2nd. > > > Government Contracts > > Submitted first contract bid in Montreal on July 29th ($2M value). 6 mont= h > process for approval to bid. Bids opened and we came 6 out 13. Top bid > likely at 30% margin. Now they will evaluate quality and select a winner. > > We will expand this process nationwide as of September 1st. We will need > to register each Canadian entity which could take months. > > > Retention > > Focusing on our SLA adherence.