--0000000000001a66bb06440af0b0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Talking Points for Growth Call. Please let me know if I should add or subtract anything. Thanks, Diane Action Plan Continue the weekly/bi-weekly CGM meeting with the office on Tuesday for a Lunch and Learn. Continue Weekly deep dive: Clients needing more hours Two clients will increase to 24/7 care while their spouses are traveling. One client will add 25 hours a week. But, her tried and true caregiver has resigned so she is waiting to ensure we have a match. Winback from closed lost- calling two who chose private acregivers to ensure they are happy Projected revenue for this week is up slightly to $266,000 Twenty-seven assessments completed for this month 10 SOCs for the month, two more starting next week 8 assessments were conducted last week; five have started and one starts next week 9 assessments are scheduled for this week, 7 are complete, and two are scheduled for today. 1 starting next week Four SOCs this week The monthly SOC goal is 17, we're still hopeful we will hit the target. Twelve assessments complete. Opportunity is still ruminating. 1. Four: resistant to care, slow to nurture. 2. Five:will start in December. One will be couples care and a tier 1 3. Three: family is discussing direction they want to go Controllable Deactivation 1. One: Client is very happy but the daughter wanted someone for her benefit=E2=80=94someone to do family laundry, cook for the family, and c= lean for the family. She wasn't satisfied with caregiver spending time and attent= ion only on the client. (Donat) 2. One: Client deactivated due to 90 days of no service activity=E2=80= =94an intermittent client who calls for rides (Galbraith). 3. One: client never started but still may=E2=80=94they have been active= for 90 days. The family asked us to keep in touch because they foresee a future need. -( Meyer) 4. One: Client was short term, Tier 3 client whose condition improved and wife is now able to manage care.(Mucha) Explanation: Information regarding pending opportunities Starting next week or after holiday - working on details - Morris Resistant - Rivkin - couples care represents two opportunities Starting in December - Reliford - couples care tier 1 Starting after the holiday - Patterson Resistant, the nurturing process will be slow - Gluck Resistant - Working with a large agency family trying to decide if they want to switch - Ghsilandi Douglas: Assessment not responsive. Her son is out of town Omholt - family meeting this weekend to make decisions regarding if they change care Morraine: Doing a second assessment today, not until December, post-surgery= . Eiland - Kids convening to discuss care for father - issue is cost Schultz - Releasing from rehab - wife is appealing to try and keep him in rehab --=20 Diane Mockenhaupt General Manager, Chicago Office and Michigan Office dmockenhaupt@thekey.com Mobile: (224) 808-0607 Office: (847) 853-777