--0000000000005b3340063f27cc32 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Melissa, Yes, weekly activity is plus 8 activities a week. Action 1: Ramping up my f2f in community meetings 8 to 10 calls to community partners to schedule community tours, request community meet teams to provide community protocols, engage community for their input as their partner. 2 to 4 - f2f meetings at community or in office with community staff 4 to 6 - unscheduled community cold calls and calls to GCM partners *Measurement:* 2 to 4 meetings per week *Results* 2 community tours in priority two zip codes *Action 2:* 21 - Reassessments per week. Each CSM provides 7 re-assessments. *Measurement:* Review clients with CSMs and CGMs to identify clients appropriate for reassessment from information provided by caregivers about the client's condition. As well as CSM evaluations from scheduled visits and phone conversations to identify opportunities to increase hours. *Results:* 2 clients have extended services another week. Action 3: Re-engage with closed lost opportunities from the previous quarter. *Measurement:* 10 per week( per CSM) - Closed Lost Opportunities from previous quarter assigned to each CSM. *Results:* CSM work with greater intentional follow-up giving us a greater opportunity to flip to closed won. Thank you, Diane On Thu, Sep 18, 2025 at 6:47=E2=80=AFPM Melissa Reyes wrote: > Thank you Diane and Scott. Please clarify: > > Action 1: Shouldn't your activity be a minimum of 8 per week? > > Action 2: Please assign a specific expected number of weekly > re-assessments (v. a range) to your team members and report out on the > number of increased numbers. > > Action 3: What is the total number of winbacks your team will complete > this month (i.e., we are contacting all Q2 closed lost) and expect each > team member to contact 10 per week with the goal of 3 winbacks a month > > Melissa > > > > On Thu, Sep 18, 2025 at 3:06=E2=80=AFPM Diane Mockenhaupt > wrote: > >> *Chicago Growth Talking Points for September 18, 2025* >> >> Action 1: >> Ramping up my f2f in community meetings - attempts at f2f meetings were >> not being productive so, trying new strategies. Calling for a tour with = the >> premise I want to have first hand knowledge of the community so that I h= ave >> contacts when I may be in a situation to recommend to one of my clients= . >> Reason - I would be more comfortable offering my customer a name of an >> individual I have a relationship with rather than just giving community >> names found by googling. Well received by the community and getting tou= rs >> scheduled. >> *Measurement:* >> 2 meetings per week >> *Results* >> 2 community tours in priority two zip codes >> >> *Action 2:* >> Pushing the team to complete 3 to 5 reassessments of our current client >> census. >> *Measurement:* >> Review clients with CSMs and CGMs to identify clients appropriate for >> reassessment from information provid