--000000000000fa581b063dea3a32 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I avoided my activity because I did not want to give anyone false hope. But, yes in the email I can include GM activity and or delegated GM activity. On Wed, Sep 3, 2025 at 1:57=E2=80=AFPM Timothy Thomas wrote= : > Yes, your activity is what I was referring to. Can we dress it up? You > sent malin out to a facility to do a brochure drop etc etc? > > On Wed, Sep 3, 2025 at 1:55=E2=80=AFPM Diane Mockenhaupt > wrote: > >> So, what is the answer they are looking for? I am honestly not sure wha= t >> they are looking for? >> >> My activity?( Least potential effect) >> >> >> - CSMs/GM reaching out to opportunities as soon as we hear of >> potential assessment. Fast response. Get an assessment scheduled with= in 24 >> hours. >> - Staying on top of Salesforce and making sure we never miss a task. >> - Follow-up with opportunities that have gone cold? >> - Reaching out to past clients. Just checking in? >> - Client visits with conversations when appropriate about possibly >> adding hours. >> >> >> >> >> >> On Wed, Sep 3, 2025 at 12:28=E2=80=AFPM Timothy Thomas w= rote: >> >>> This looks good with respect to the stats however what update can you >>> provide on growth potential. Something that is moving the needle outsid= e of >>> HCL activities. >>> >>> On Wed, Sep 3, 2025 at 12:55=E2=80=AFPM Diane Mockenhaupt >> dmockenhaupt@thekey.com> wrote: >>> >>>> Hi Tim, >>>> >>>> I am trying to prepare for tomorrow's Weekly Growth Meeting. >>>> >>>> Here is what I have. And is this appropriate for email summary if I am >>>> not called to speak. >>>> (Last week I tried to use the email Scott provided for me and ended up >>>> sending a crazy email.) >>>> >>>> Thanks, >>>> Diane >>>> >>>> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D >>>> >>>> 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 term >>>> client >>>> - Revenue lost $7419 >>>> - Lost 84 hours which equates to a loss of $4200 in weekly >>>> revenue due to client reducing hours.. Client had temporarily add= ed 24/7 >>>> care due to injury. She has reduced hours back to the original 70 h= ours a >>>> week. >>>> - Lost no hours but did lose $632 in weekly revenue due to >>>> adjustment for CareScout partnershift.. Client's rate was reduced = from >>>> $41.50 to $37.50. >>>> >>>> We ended August with:( some numbers were obtained from Wellsky) >>>> >>>> - Revenue: $1,186,703 >>>> - Bil