--000000000000c8e369063c2f8f79 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Here is 2025 revenue through June: 2025 January February March Q1 April May June Q2 Stowell Revenue $14,476.00 $9,901.00 $9,088.00 $33,465.00 $13,418.00 $8,866.00 $10,375.00 $32,659.00 On Tue, Aug 12, 2025 at 11:43=E2=80=AFAM Kelley Richard wrote: > > Hello Tim - I included the meeting agenda in the calendar event, but I > have added a few notes under each bullet point so we can review them > together during our discussion today. > > Looking forward to walking through the items and making sure we are > aligned on next steps. > > Talk to you soon. > > LiveWell WI - Formerly Stowell Associates > > > 1. > > Overview of Care Management Service line > > > - > > Services and Pricing > > Hourly care management services tailored to individual client and family > needs that can include care coordination, client advocacy, crisis support= , > med pours, safety/psychosocial oversight. We bill clients and compensate > care managers at time and a half for any service provided after bus hours > during the week and on weekends/holidays. Mileage and travel time are al= so > billed and CMs often purchase items/services on behalf of clients, and > these costs are passed through as GCM reimbursable expenses. All of thes= e > billable items are reflected as surcharge revenue on the P&L > > - > > $155/hr standard bill rate (2 clients at $125/hr) > - > > No deposit on file for existing clients > - > > 9 active clients; No lead flow and cannot recall last new client start > - > > New client onboarding documents in Pandadoc > - > > Transitioned from monthly to bi-weekly billing cycle in Aug 2025 > > > - > > Primary Client Types > > > - > > Aging adults needing care coordination, adult children, > fiduciaries/Legal guardians > > > - > > Current Relationship between CM teams and TheKey > > > - > > Several clients receive TK home care and Roy has relationship with CSM > > > - > > Review Marketing collateral samples and messaging > > > - > > Website > - > > Collateral ordered through Canva and VistaPrint > - > > See attached collateral pieces > - Aging Life Care Association > - GMs attend annual Nat'l conference - April 2026 in Austin > - Pay all GMs and care managers membership renewals - Roy is not a > member of ALCA > > > > 2. > > Organizational Structure & Roles > > > - > > CM General Manager Background and Role of GM > > Roy Merath is a MSW; Hired in Dec 2021 as a care manager after Stowell > acquisition in Oct 2021. Stowell had been operating for nearly 40 years > with a strong care management presence, along with home care services. > After acquisition TK separated the home care and care management > operations. This transition led to significant staff turnover, including > the departure of several care managers and then the GM was let go. With = no > CM team or local leader in place, growth has been limited. > > - > > Employee Classifications, pay rate