--00000000000047dc9e063e010a46 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Diane and thanks for focusing on the funnel. On Thu, Sep 4, 2025 at 4:06=E2=80=AFPM Diane Mockenhaupt wrote: > Chicago - > > Chris, > > Team Chicago continues to work to grow our business. Some of the ongoing > process we follow to keep us moving towards sustained growth: > > GM/ASM and CSMs are now meeting for 30 minutes every morning to discuss > the pipeline, assessments scheduled and assessments completed but not > started. > > - Discuss any situations in which HCL or GM may be able to assist > to move forward. > - Reach out to referral sources, when available, for any stalled > opportunities. > - Discuss any closed/ lost from the previous day and how we can adjust > to closed/won for the next opportunity with similar attributes. > > > Weekly team meeting in which we discuss each client, share any condition > changes and make a plan on how to approach the client when appropriate to > increase hours. > > - This helps us to strategically schedule the following week's client > visits and calls to POCs. > - We also obtain information on clients in facilities and GM/CSM or > HCL will send a weekly status email to the nurse or social worker. > > > GM will be reaching out to welcome all new clients in their first week of > service. This is followed by a handwritten message in week two., > i.e.reiterate from the phone call thank you for allowing us to partner wi= th > you and include my business card so that client can easily reach me if y= ou > need anything. If, client was a Tier 3 the written message is thank you f= or > allowing us to partner during your convalescence and I include my busine= ss > card as an easy reference for future care. > > This week: > GM made calls to : > GCM Debra Feldman to request lunch with the team in the office. Awaiting > reply. > Sent Malin to Sunrise of Park Ridge with some pill boxes and tumblers to > introduce herself as CSM for one of their residents to Fourth Floor > Caregiver Supervisor, Rita Uy. I am reaching out again to Rita Uy to > request an in person meeting for a client care coordination meeting. > > Next Week, I am on PTO but have asked > Venus to stop in and drop off Trifold Brochures and other marketing > materials at three referral sources in Park Ridge; Summit of Park Ridge= , > The Sheridan of Park Ridge and Lutheran General Hospital. > Malin to stop in and drop of tumblers and pill boxes at two referral > sources in Evanston, Alden Estates of Evanston and Mather Place. > > Chicago Office Metrics: > > 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 t