--001a11470f32253d93053beda532 Content-Type: multipart/alternative; boundary=001a11470f32253d8c053beda530 --001a11470f32253d8c053beda530 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable ---------- Forwarded message ---------- From: James Patchett Date: Wed, Sep 7, 2016 at 9:43 AM Subject: Re: IMPORTANT PLEASE READ - Operational Excellence Session To: James Patchett , Barbara Schuh Good Morning, Barbara and I are very excited to have all of you join us in just over an hour for the Operational Excellence Session. Attached are some of the current and new tools we will be using during our session today. Please be sure to bring the materials we requested with you to the session today. We will have internet available for everyone in the session. See you soon! Thank you, James On Thu, Sep 1, 2016 at 7:09 PM, James Patchett wrote: > Good Evening, > > Barbara and I are very excited that you will be joining us for the > Operational Excellence session on Wednesday of the Conference. > > This session is going to be packed with information and will be very > interactive. The day will end with you walking away with a plan to grow > your business. With that said, we are asking that you please bring the > following to the session Wednesday: > > > 1. Laptop and power cable - We will be using some new tools that will > require your computer and the ability to OPEN & USE Excel. (iPads not > recommended) > 2. The following ClearCare Reports: > 1. Gross Profit Summary from Dec 1st - 31st 2015 > 2. Gross Profit Summary from Sept 28th 2015 - Oct 4th 2015 > 3. Gross Profit Summary from Dec 28th 2016 - Jan 3rd, 2016 > 4. Gross Profit Summary from Oct 1st 2015 - Dec 31st 2015 > 5. Lead Flow Report from Dec 1st - 31st 2015 (under custom > reports) > 6. Client Starts Report from Oct 1st 2015 to Dec 31st 2015 > (under custom reports) (If you have any problems with your repor= ts contact > your support person: Janine, James, Barbara, Michele) > 3. Copy of your 2nd Quarter QBR (Quarterly Business Review) > 4. Copy of your last SER (Site Efficiency Review) > > > In addition to these items you will be receiving a number of new tools > from us for use during the session. > > We are looking forward to seeing you in just under two weeks! > > Thank you, > > -- > James Patchett > Director of Franchise Development > Mobile (727)729-2068 > http://www.homecareassistance.com > *Changing the Way the World Ages.* > Review our Book Series > Like us on Facebook > > Explore our Franchise Opportunity > > --=20 James Patchett Director of Franchise Development Mobile (727)729-2068 http://www.homecareassistance.com *Changing the Way the World Ages.* Review our Book Series Like us on Facebook Explore our Franchise Opportunity --=20 *Timothy Thomas* *Director of Business Development* *Home Care Assistance (Montr**=C3=A9**al) Inc.* *4464 Ste. Catherine Ouest* *Westmount, Qu**=C3=A9**bec* *H3Z 1R7* *Tel: 514 907 5065 - Fax: 514 907 5067* *tt@homecareassistance.com *