--000000000000270bac063f1bfafc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Diane and Scott. Please clarify: Action 1: Shouldn't your activity be a minimum of 8 per week? Action 2: Please assign a specific expected number of weekly re-assessments (v. a range) to your team members and report out on the number of increased numbers. Action 3: What is the total number of winbacks your team will complete this month (i.e., we are contacting all Q2 closed lost) and expect each team member to contact 10 per week with the goal of 3 winbacks a month Melissa On Thu, Sep 18, 2025 at 3:06=E2=80=AFPM Diane Mockenhaupt wrote: > *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 t= he > premise I want to have first hand knowledge of the community so that I ha= ve > 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 tour= s > 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 he= lp > 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 o= f > 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.