--00000000000046c403063e7cb688 Content-Type: multipart/alternative; boundary="00000000000046c403063e7cb687" --00000000000046c403063e7cb687 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Barb King was a past referral that called back in for more information and after consideration, family decided that she needed assisted living. Francis Dinda passed away Sarah Nicholson past client husband was in the hospital. Family only wanted a few shifts until he got home and did not want to commit to our minimum. Carol Clark, I am still working with the family Betty Tucker could not afford to maintain our minimum services. Family has decided to work with one another to assist mom Cordie Dunlap was a tour at The Forum through Oasis Family stated that she is not ready to make a move into senior living and is currently staying with the daughter Family states they will call us when they are ready David Diane and Jane were working with Brooke and I did not have contact Ms Trinh daughter is currently bringing mom to work with her at her nail salon. She is not ready to meet our minimum commitment and leave mom at home. Has our contact information if things change. Jennifer Roenker LPN CEAL CDP Clinical Senior Home Care Liaison jennifer.roenker@thekey.com Mobile: (614) 955-9210 Office: (614) 481-8888 TheKey.com Inline image On Wed, Sep 10, 2025 at 9:33=E2=80=AFPM Alysce Craig wrote: > Hello, > > This is correct. > > Ellen Charles and Jim McGruder were both Closed Won in Aug but ended up > not starting until September. > > Carol Dippoito was marked as an assessment when it was really an > informational session with Brooke. Price seemed to be an issue as they > wanted to use insurance coverage and asked about Medicaid during the > conversation. > > John Millhone is at The Forum has been assessed and his family has not > made a decision yet. Jen has been following up with them on a > regular basis. > > Regarding the B2B leads that have not been converted, Jen did close those > out as not wanting services @Jennifer Roenker > can you please provide details for Kevin > on these? > > Thanks, > > > On Tue, Sep 9, 2025 at 10:27=E2=80=AFAM Kevin Parker > wrote: > >> Hi Jennifer and Alysce, >> >> When reviewing the funnel metrics report for Columbus, I noticed that we >> only have one B2B start in the past five weeks. Is this correct? If so, >> could you please explain what is preventing us from generating more star= ts? >> >> [image: Screenshot 2025-09-09 at 10.13.00=E2=80=AFAM.png] >> >> Looking at the pipeline from August, there are still four clients >> pending, and most of the clients who were closed lost were attributed to >> "not looking for service." I'd like to understand the true barriers to >> converting these clients beyond "not looking for service" and identify w= hat >> is truly preventing us from reaching our site start goal and HCL start g= oal. >> >> [image: Screenshot 2025-09-09 at 10.22.40=E2=80=AFAM.png] >> >> >> Best,