--0000000000002b69d1063de94f28 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable So, what is the answer they are looking for? I am honestly not sure what they are looking for? My activity?( Least potential effect) - CSMs/GM reaching out to opportunities as soon as we hear of potential assessment. Fast response. Get an assessment scheduled within 24 hours. - Staying on top of Salesforce and making sure we never miss a task. - Follow-up with opportunities that have gone cold? - Reaching out to past clients. Just checking in? - Client visits with conversations when appropriate about possibly adding hours. On Wed, Sep 3, 2025 at 12:28=E2=80=AFPM Timothy Thomas wrot= e: > This looks good with respect to the stats however what update can you > provide on growth potential. Something that is moving the needle outside = of > HCL activities. > > On Wed, Sep 3, 2025 at 12:55=E2=80=AFPM Diane Mockenhaupt > wrote: > >> Hi Tim, >> >> I am trying to prepare for tomorrow's Weekly Growth Meeting. >> >> Here is what I have. And is this appropriate for email summary if I am >> not called to speak. >> (Last week I tried to use the email Scott provided for me and ended up >> sending a crazy email.) >> >> Thanks, >> Diane >> >> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D >> >> We lost more revenue than we added. (Some numbers were obtained from >> Welsky) >> >> - Revenue down- $917 WoW >> - Billable Hours down 9 >> - Five Assessments and one consultation with assessment scheduled >> mid-September >> - Socs - Four; 3 New clients and 1 Returning >> - Billable hours added 168 >> - Revenue Added: $5674 >> - Client stops - Three; 2 due to death and 1 intended short term >> client >> - Revenue lost $7419 >> - Lost 84 hours which equates to a loss of $4200 in weekly revenue >> due to client reducing hours.. Client had temporarily added 24/7 car= e due >> to injury. She has reduced hours back to the original 70 hours a week= . >> - Lost no hours but did lose $632 in weekly revenue due to adjustment >> for CareScout partnershift.. Client's rate was reduced from $41.50 t= o >> $37.50. >> >> We ended August with:( some numbers were obtained from Wellsky) >> >> - Revenue: $1,186,703 >> - Billable Hours - 29,959 >> - Client Count - 125 >> - Caregiver Count - 218 >> - Leads - 148 >> - Assessments - 28 >> - Starts - 18 >> - Client Retention - 53.3% >> >> This Week, 9/1 to 9/7/2025 >> >> - Projected Revenue - $274, 000 Increase is partially attributed to >> Labor Day Holiday. >> - Projected Billable Hours =3D 5948 down 330 WoW >> - Lost 124 hours and $7943 to holiday cancellations >> - 3 Assessments >> - 1 SOC >> >> Respectfully, >> Diane >> -- >> Diane Mockenhaupt >> General Manager, Chicago Office and Michigan Office >> dmockenhaupt@thekey.com >> Mobile: (224) 808-0607 >> Office: (847) 8