Fwd: Deupree Short Intentioned Clients

From
Will Reid <wreid@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Thu, 31 Jul 2025 11:57:46 -0400
Folder
INBOX
Hey Tim,
Here are 3 short term intention Duepree House clients we started in June.
As we’ve discussed we take everything DH asks for in order to keep all
competitors out. They are owned by episcopal Retirement Homes. That
relationship generates over $2,000,000 annually in Cincinnati.

I’d like to have these 3 clients removed from the June retention metric as
it will punish our staff for no fault of their own.

Appreciate your help as always.


*Will Reid*

Partner | TheKey

Mobile: 513.707.2304

<http://www.thekey.com>



---------- Forwarded message ---------
From: Laura Horval <lhorval@thekey.com>
Date: Thu, Jul 31, 2025 at 11:25 AM
Subject: Deupree Short Intentioned Clients
To: Will Reid <wreid@thekey.com>


Good Morning Will,

We took on the following clients from DH in June who will not hit their
July retention goal knowing they were short term:

Mac Brodie- Needed driven to an appointment

Jean Morrison- had a knee replacement and needed short term help following
the procedure

Robert Nau- had a medical incident and only needed 24/7 for a day to give
his family time to arrive to be with him


Laura Horval MSW LSW


General Manager | TheKey

Office: 513-891-2273

Mobile: 513-535-0558


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