Re: East Division (Large Sites) Weekly Growth Review Summary

From
Chris Gerard <chris.gerard@thekey.com>
To
Amanda Ominsky <amanda.ominsky@thekey.com>
CC
John Champagne <john.champagne@thekey.com>, Ashley Mirone <amirone@thekey.com>, Audra Williams <audraw@thekey.com>, Brad Dean <bdean@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Cassandra <cassandra.liberius@thekey.com>, Christina Archer <christina.archer@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Deb Frye <dfrye@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Don Lapasky <don.lapasky@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Dawn Peluso <dpeluso@thekey.com>, Earl Blair <earl.blair@thekey.com>, Elisabeth Cox <elisabeth.cox@thekey.com>, Emily Kraeter <emily.russell@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, John Conaway <jconaway@thekey.com>, Jackie Summers <jsummers@thekey.com>, Julia Jenkins <jujenkins@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Kevin Parker <kevin.parker@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Laura Meister <laura.meister@thekey.com>, Lauren Hardy <lauren.hardy@thekey.com>, Lilian Ciesco <lilian.ciesco@thekey.com>, Matthew Albano <matthew.albano@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, mhochhau@gmail.com, Melissa Ulanch <mulanch@thekey.com>, Patti George-King <patti.georgeking@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Ravi Mahadevia <ravi.mahadevia@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Scott Viscomi <sviscomi@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Timothy Thomas <tt@thekey.com>, Tyrone Butts <tyrone.butts@thekey.com>, Yusnelis Lescano <yusnelis.lescano@thekey.com>
Date
Thu, 4 Sep 2025 17:10:40 -0500
Folder
INBOX
--00000000000083da7d063e00fe1d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Amanda. Looking to see the census start to climb. On Thu, Sep 4, 2025 at 4:12=E2=80=AFPM Amanda Ominsky wrote: > CT SOUTH (BOLD ITEMS ARE ACTION PLANS) > > Client Starts & Pipeline Momentum > > - > > We have 4 new starts this week, with 3 additional clients in > closed-won status pending start in September. > - > > 1 client from our *win-back campaign* is scheduled for assessment next > week, expected to transition to ongoing services. > - > > made 22 calls to lost opportunities in salesforce. 2 clients are > still showing interest but not ready yet. *Follow Up tasks are set.* > - > > 2 current clients are *expanding hours following QA visits* and > proactive outreach by CSMs. > - > > Our AX pipeline remains strong =E2=80=94 out of scheduled/completed as= sessments, > we are confident that 5 will convert to active cases in the near term. > - > > *Direct transfers RIMs to CSMs* instead of calling back resulted in 2 > client consultations and 1 assessment scheduled. > - > > CSM team is *reviewing LTC utilization weekly* to see if those clients > will add hours. > > Client Deactivations & Retention Outlook > > - > > August saw elevated client deactivations, with a notable dip in starts > that impacted monthly revenue and census. > - > > Of the 4 current on-hold clients, 3 are expected to return within the > next few weeks after short-term hospitalizations. > - > > September to date shows no continuation of the August deactivation > trend, suggesting stabilization in client retention > > Forcasts > > - > > Based on active pipeline, reduced deactivations, annual client > increases and new starts, we are on track to return to our average > monthly revenue of $238K=E2=80=93$240K over the next 2 weeks. > - > > Client Census should be back in the 185s next week and 190s week after > if no unplanned deactivations. > - > > If current trends hold, we expect to increase our census and overall > growth trajectory through September and into Q4. > > GM Go To Market > > - > > Recent realignment of referral accounts for P1 & P2 tiers is enabling = m > e to take a more hands-on role in high-growth markets. > - > > *Activiely hiring for an HCL* > - > > Met with several chamber of commerce's to work on *community > engagement* and joining as a member > - > > Discussed *Flex Care* with Referral Account Mohegan Tribe > - > > Sharing *GUIDE program* with Douglas Manor Rehab (current referral > account) > > > Thank you, > > > Amanda J. Ominsky > > General Manager | TheKey of Connecticut (South) > > Mobile: 860-430-4586 > > > > > > On Wed, Sep 3, 2025 at 7:14=E2=80=AFPM John Champagne > wrote: > >> Good afternoon, >> >> The Weekly Growth Review summary has been updated for large sites in >> the East/Can divisions. Please review the summary here >> (pdf >> version attached). >> >> Reach out if you have any questions. Please note that technical metric 

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