--Apple-Mail-4B7AB441-F5FF-415A-92EF-1A7605BF4F63 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thanks John Sent from my iPhone On Aug 14, 2025, at 4:54=E2=80=AFPM, John Conaway &l= t;jconaway@thekey.com> wrote: =EF=BB=BF NJ Update/Action Plan-August 14 th Billable Hour Review-Revenue was up but billable hour was slightly down. I am not su= re if this is in the live in hours since we have had an increase. Clear Care/Wellsky data shows both revenue and billable hours up. Action: Reached out to John Champagne for insight Funnel In reviewing the funnel B2B were down by 3. These three additions last week were from a previously stalled account. Riverview Medical Center. Mike Werner who is our HCL has made some connections with the Case Management team. We contin= ue to promote the focus for continued referrals. We have 2 new seasoned HCL=E2=80=99s who come to us with extensive Private Care experience= . Jay Heenan formerly worked at Privatus as well as Amedysis. Lucy G. comes to us from Home Instead. She will be taking over for our former HCL-Rachel McKinney. She is very familiar with the area and several of Rachel=E2=80=99s former accounts. Most notable decline is Leads to Opportunities: We are down WOW by 13. In looking at the funnel at Closed Leads. The decline of 13 were from B2C leads that did not convert. The main reasons were client not reachable, client not financially qualified, or= client not looking for our service Action: Meeting with Cristal/Chris to look for opportunities to convert more leads t= o opportunities. Ax Scheduled We have 3 individuals looking for care in September, 2 in rehab, and 1 starting next week. Ax Completed 1 unsure: looking for minimal hours/less than 3 family deciding: clients are resistant but family identifies needs <p class=3D"gmail-MsoNoSpacing" style=3D"margin: