--000000000000c596ff063d752952 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Chicago: Revenue for 8/18 to 8/24 was down due to attrition of high value clients. 1. Revenue: down $4608 - Lost 4 clients with significant revenue 1. LT Client, with overlapping caregivers moved to facility that only allowing companion care and refused wife our continued services due to her consistent presence (213 hours weekly with Revenue of $7129) 2. Short Term intention (34 hours week) 3. Short Term intention (84 hours a week) will be back. She and her parents use us intermittently depending on need and travel. 4. LT intention client passed away after four days. 2. Billable Hours: We lost 156 hours more than we brought on. Current week we have 3 SOCs (2 on Monday, 1 on Tuesday, Ax were prior week) with a fourth starting on Friday 3. Bill Rate: is down 0.94 due to loss of higher rate clients, we have reduced our rate for 40+ hours per week to be more competitive with the market to accommodate clients with higher needs. 4. We will hit our SOC goal for August. =E2=80=9COur B2B leads are down due to an intentional focus on identifying= Trusted Advisors who we expect to derive clients from in Q4 by both HCLs. From a trend perspective, this week we have completed 5 assessments and had three SOCs by Wednesday 08/27/25, with a tentative SOC this Friday. Of Note, of those 5 Ax, 4 intended to start in September. 1. In those TA meetings we are disrupting the traditionally longer sales cycle by changing our sales tactics. 2. We have undertaken a GCM sprint initiative as evident by our 32 meetings touching the channel .Last week we introduced our GCMs directly to 5 Concierge Physicians resulting in 2 SOCs,this resource integration sales tactic will evolve into a long-term strategy in the medical / clinical channels. 3. We have also reinforced our Chicagoland market presence by staying focused on Referring Out GCM services whenever appropriate. 4. We project near-term growth in LTI / LTU opportunities derived from TA, GCM, and Concierge Medicine channels, ramping in September, showing significant percentage growth in Q4 from Trusted Advisors due to the nat= ure of clients they serve. 1. B2B Leads: (7), but +19 4wk avg, 48% 2. B2C: (1) 3. Total Leads: (8) 4. Opps: (2) 5. Ax Comp: (8), but +3 4wk avg. 6. Ax Comp/Oppty: (50%) 7. SOC: (4), versus 1.4% 4wk avg. Sales Activity: (-23) ASM/HCL was at ALCA Conference All the Best, Diane On Thu, Aug 28, 2025 at 5:10=E2=80=AFPM Chris Gerard wrote: > Thanks Amanda > > On Thu, Aug 28, 2025 at 3:24=E2=80=AFPM Amanda Ominsky > wrote: > >> *CT SOUTH* >> While we experienced a notable number of client deactivations last week, >> we=E2=80=99re also seeing positive momentum heading into September. >> Client Deactivations (Last Week) >> >> A total of 11 clients were deactivated last week. Summary below: >> >> - >> >> 1 client on hold (GUIDE program): Expected to resume privately >> post-holiday. >> - >> >> 4 c