--000000000000d985fd063f1a908f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable *Chicago Growth Talking Points for September 18, 2025* Action 1: Ramping up my f2f in community meetings - attempts at f2f meetings were not being productive so, trying new strategies. Calling for a tour with the premise I want to have first hand knowledge of the community so that I have contacts when I may be in a situation to recommend to one of my clients. Reason - I would be more comfortable offering my customer a name of an individual I have a relationship with rather than just giving community names found by googling. Well received by the community and getting tours scheduled. *Measurement:* 2 meetings per week *Results* 2 community tours in priority two zip codes *Action 2:* Pushing the team to complete 3 to 5 reassessments of our current client census. *Measurement:* Review clients with CSMs and CGMs to identify clients appropriate for reassessment from information provided by caregivers about the client's condition. As well as CSM evaluations from scheduled visits and phone conversations to identify opportunities to increase hours. *Results:* 2 clients have extended services another week. Action 3: Reviewing closed lost opportunities with the CSMs. *Measurement:* 1 to 3 winback opportunities assigned to CSM with conversation and strategies in place. *Results:* CSM work with greater intentional follow-up giving us a greater opportunity to flip to closed won. *Action 4:* Refresh relationship with GCMs by inviting them as experts to coach the Chicago team on what to listen for with our clients to know appropriate time to refer to a GCM Premise is re-engage GCM by getting them into our office for a lunch with the purpose being - you are the expert help us help you. *Measurement:* GCM Julie Foreman, is interested and thinks this is a great idea - she stated she does not need more business but she very much likes the idea of helping us to know when to refer. She is inviting another power house GCM Debbie Feldman to join *Results:* Weekly - F2f meeting of operations team and two GCMs who represent priority 1 and priority 2 zip codes. Start goal for my site is: 17 We currently have 9 MTD starts. We are at target. Three SOCs this week and 1 SOC scheduled for next week. Anticipating 4 SOCs this week and next week. We were 48 hours without phone inquiries due to issues with our intake line. Hopefully the impact of two days with no new leads will not have a detrimental impact on this week=E2=80=99s starts. Team has conducted 18 reassessments. We have increased hours by 48 - a client who intended to end services has extended another week. Team has conducted 10 winback calls We have secured no winbacks at this time. We are currently trending flat or slight revenue increase: up by $5000 wow with revenue of $269,000. Billable Hours are down 454 hours projecting 6188 hours for the week. *Sales activities, events and visits:* SOC: 7/15, 5K