--000000000000df69e105947b1ed6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I was actually thinking about your guys last night and this session... Probably not as informative as going to another session that would likely provide you different information. I would recommend a change to the sessions so you can get the most out of it. James On Wed, Oct 9, 2019 at 10:28 AM Timothy Thomas wrote: > Hey James, > > Do you think this session will be worthwhile for us given our discussion > last week? > > Thanks! > Timothy > > On Mon, Oct 7, 2019 at 6:31 PM James Patchett jpatchett@homecareassistance.com> wrote: > >> Good Evening, >> >> I am very much looking forward to seeing all of you in Austin in just a >> couple weeks from today. You are receiving this email because you >> registered for the Wednesday afternoon Operation Session, The Peer Advis= ory >> Zone. Below is the information on the session which includes your Pre-W= ork >> that must be completed no later than next Friday October 18th and submit= ted >> to me. Please note in red below that if you have not submitted your >> pre-work you will be asked to attend another session and will not be >> allowed to participate in this session. >> >> >> If you choose to make a change to another session and opt out of this >> session please be sure to contact Russell Gesher to make this change. >> >> >> Should you have any questions about the pre-work please do not hesitate >> to reach out to me. >> >> >> *Session Outline & Pre-Work* >> >> *Overview:* >> >> This session is for owners to share information about their business >> among other owners to highlight one area they have been successful and >> received a large spike in growth and to identify 1-2 areas in the busine= ss >> they are struggling. During the session you will share how long you hav= e >> been in business, your YTD revenue and goal as well as KPI=E2=80=99s (Ke= y >> Performance Indicators) for the business. You will also be sharing your >> P&L for the past 12 months with the group to help identify areas you may= be >> able to streamline costs and improve profitability. >> >> *Pre-Work: Must be submitted to James >> Patchett (jpatchett@homecareassistance.com >> ) no later than Friday October 18th. >> Failure to submit this information prior to this date will result in you= r >> removal from the session. This must be a fair playing field for all in >> attendance as this is very sensitive information.* >> >> >> - Provide a copy of your P&L for the past 12 months in digital format >> (choose the last rolling 12 months you have data for). >> - Provide revenue YTD as a comparison to last year through the same >> period in digital format (Jan through September) >> - Provide core KPI=E2=80=99s for the business in the last 12 months (= avg. >> leads per month, top referral sources with revenue brought in and tot= al >> clients brought in, conversion percentage lead to client, client rete= ntion, >> caregiver