--00000000000045daa90642f15408 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Do I need more and are we touching base prior to meeting? On Thu, Nov 6, 2025 at 10:23=E2=80=AFAM Diane Mockenhaupt wrote: > Hi Tim, > > Here is what I have. > > Actions > > This week > > The event tomorrow at Feinberg Pavilion is the Alzheimer's Association > Symposium. Reconnect with partners who are also in attendance. Looking > for 6 referrals in the fourth quarter. > > Weekly Deep Dive - > Identified three clients needing more hours. > Identified six existing clients for Lifeguard installation. > One client increased hours this week from 134 to 148. > Lost Opportunities: Identified three follow-up actions to inquire about > satisfaction with the agency they chose. > > GCM in office meetings to re-establish our partnership. > This week Charlotte Bishop met with the Ops and Sales teams. > Rhonda Guzman will be in the office on November 18. > These meetings should generate 6 referrals in the fourth quarter. > > Projected Revenue: Up $265,000 > 8 Assessments this week=E2=80=94expect 5 to start within 2 weeks and 1 at= the end > of the month. > 3 Opportunities from October should start this month. > > Controllable deactivation occurred due to cost; the client found it > private. We will follow-up next week to inquire about satisfaction. > > Thanks, > Diane > > -- > Diane Mockenhaupt > General Manager, Chicago Office and Michigan Office > dmockenhaupt@thekey.com > Mobile: (224) 808-0607 > Office: (847) 853-7777 > TheKey.com > *We value your feedback. Please leave us a Google review* > > > --00000000000045daa90642f15408 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Do I need more and are we touching base prior to meeting? On Thu, Nov 6, 2025 at 10:23=E2=80=AFAM= Diane Mockenhaupt < dmockenha= upt@thekey.com > wrote: Hi Tim, Here i= s what I have. Actions Th= is week The event tomorrow at Feinberg Pavilion is= the Alzheimer's Association Symposium.=C2=A0 Reconnect with partners w= ho are also in attendance.=C2=A0 Looking for 6 referrals in the fourth quar= ter. Weekly Deep Dive - Identified three= clients needing more hours. Identified six existing clients for = Lifeguard installation. One client increased hours this week from= 134 to 148. Lost Opportunities: Identified three follow-up actio= ns to inquire about satisfaction with the agency they chose. = GCM in office meetings to re-establish our partnership. This week Charlotte Bishop met with the Ops and Sales teams. Rh= onda Guzman will be in the office on November 18. These meetings = should generate 6 referrals in the fourth quarter. Projected Revenue: Up=C2=A0 $265,000=C2=A0 8 Assessments this we= ek=E2=80=94expect 5 to start within 2 weeks and 1 at the end of the month. 3 Opportunities from October should start this month. Controllable deactivation occurred due to cost; the client fo= und it private. We will follow-up next week t