--00000000000018142f063e8b18c2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, Thank you to those who joined us for our Business Review and for the effort you=E2=80=99re putting into driving results with our PPA accounts in the SE= & Midwest Region. We reviewed performance, account updates, national partnership developments, and aligned on clear next steps. Please see our highlights and action items below: *Unqualified PPAs:* - Waltonwood Lake Boone (no active PPA). - Carlisle Naples (SRG; no active PPA). - *Sunset/Unqualify (Midwest): *Oasis Senior Advisors Grand Rapids, Assisted Living Locators Grand Rapids *Ownership Updates* - *Forest Park =E2=80=93 Assisted Living Locators:* Earl to take ownersh= ip. - *ALL North Georgia:* Victoria Port confirmed owner. - *Oasis Senior Advisors (Greenville):* Earl to own. *New PPAs / Kickoffs:* - *Safe Haven Senior Services* (placement agency): Account owner *Tatian= a Garcia*; *Jamie* to join kickoff as interim GM - *Yana Consulting (Atlanta)*: Contact *Angie Brown*; *Earl* owner. *Partnership Enhancements & National Contracts:* - *Assisted Living Locators:* October webinar led by *Dr. Shadi. *Region Re-Kick Off Needed - *CarePatrol (National):* In legal review; 10% gross-revenue structure; ~200 accounts expected. - *bQuest* (financial-advisor platform): 12-month pilot, initial rollout to 17 sites - *Gentiva:* Agreement still in legal redlines; conversations active. *Pipeline updates:* - *Piedmont at Buckhead*: ED buy-in; care-coordination meetings active; flex launch pending sufficient resident interest (survey follow-up under= way by Lauren & Brie). - *FiveStar Hollywood (FL):* Acquisition pause; no new agreements until *early Nov*; local ED supportive=E2=80=94revisit then. - *Midwest*: Exploring Northwestern Memorial Hospital model; Chicago senior-living ownership group identified; Bradenton (FL) Low Activity / Improvement Areas: ~* Reminder: *Activity Adherence Expectations for PPA accounts: SLC- 4+ Activities/mo, Trusted AdvisorAccounts + Placement Agencies- 2+ Activities Per Month - Abbottswood (Southeast) - Data discrepancies (leads vs. starts); needs cleanup and accuracy check. - Reserve at Mills Farm (Southeast) - Leads received early; conversions delayed =E2=86=92 monitor pipeline. - Forest Park, Waltonwood Lake Boone, Carlisle Naples (Southeast) - No recent activity; two unqualified, Forest Park reassigned. - Assisted Living Locators Accounts (multiple regions) - Generally low activity; require consistent 2 touches/month minimum. - Oasis Senior Advisors (Midwest) - High volume, *low quality* leads education needed for better screening.. - Never Produced Accounts (both SE & MW) Activity below adherence (only 2 touches logged in Aug for Midwest). Let's use this as an opportunity t= o improve! Action Items: - Melissa Ulanch will update *unqualified accounts * - BethAnn Rosario will review Abbottswood leads/starts for accuracy. - Earl Blair will take own