Re: Project Protect the Castle - Progress Update 6/10

Hi There,

These Castle accounts have been replaced. Looks like just LE WALDORF
<https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001op8K6QAI/view>
needs a documented meeting in Salesforce please.

On Fri, Jun 28, 2024 at 8:09 AM Julia Jenkins <jujenkins@thekey.com> wrote:

> Hey Team!
>
> I'll be sure to review these accounts before I send out my next audit and
> I'll let you know if I have any questions.
>
> Thanks for your patience in my responses.
>
> On Thu, Jun 27, 2024 at 2:25 PM Chad Everitt <chad.everitt@thekey.com>
> wrote:
>
>> Hi Julia,
>>
>> Following-up re: the below requests. I know how super busy you have been
>> so I'm placing the below request to the top of your email.
>>
>>
>> *Chad Everitt*
>> President- East Division & Canada
>> Mobile: 202.262.8318
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Jun 26, 2024 at 11:39 AM Chad Everitt <chad.everitt@thekey.com>
>> wrote:
>>
>>> Hi Julia,
>>>
>>> Could you assist with the request below or point us in the right
>>> direction?
>>>
>>> Thanks!
>>>
>>>
>>> *Chad Everitt*
>>> President- East Division & Canada
>>> Mobile: 202.262.8318
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>>> On Mon, Jun 24, 2024 at 7:23 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Hi Julia
>>>>>
>>>>> Could you please update these for Montreal asap so Joey can close out
>>>>> his documentation.
>>>>>
>>>>> Thanks
>>>>>
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>>
>>>>> On Tue, Jun 18, 2024 at 11:32 AM Joey Taylor <joey.taylor@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hey Julia,
>>>>>>
>>>>>> *Here is the list:*
>>>>>> 1. Daniel Sigler --> Keep
>>>>>> 2. Altomedic (Agence d'hébergement Doré) --> Keep
>>>>>> *3. Complete Care --> Replace with Le Cambridge Residence*
>>>>>> ***Complete Care is a company we bought 2 years ago. They are linked
>>>>>> to certain clients but are not a referral partner
>>>>>> 4. Claire Webster --> Keep
>>>>>> *5. Lianas Services --> Replace with Le Waldorf Residence *
>>>>>> ***Lianas Services have acquired a Home Care Company and are now
>>>>>> competition in this space
>>>>>> *6. Gerontologis --> They have 2 key agents that refer us clients
>>>>>> regularly. I propose splitting these 2 as separate accounts.*
>>>>>> -->6. Kate Coulter (Gerontologis)
>>>>>> 7. Cheryl Adams (Gerontologis)
>>>>>> *8. Résidence Belvederes de Lachine - Chartwell --> Replace with
>>>>>> Residence Chateau Pierrefonds *
>>>>>> ***We did a lot of work with Belvedere during the pandemic but the
>>>>>> clients in that building generally can't afford our care
>>>>>> *9. Résidence Sunrise Beaconsfield --> Replace with Residence Sunrise
>>>>>> of Dollard des Ormeaux *
>>>>>> ***We have a referral partner Eddy within this building who has
>>>>>> referred us 3 clients in the last month (1 SOC)
>>>>>> *10. Hopital Marie-Clarac --> Replace with Residence Manoir Outremont
>>>>>> - Cogir *
>>>>>> ***We have no connections in this hospital
>>>>>>
>>>>>> Can we make sure these accounts are referenced in the Project Castle
>>>>>> for Montreal!
>>>>>>
>>>>>> Thank you,
>>>>>>
>>>>>> On Mon, Jun 17, 2024 at 8:57 PM Julia Jenkins <jujenkins@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Hi Tim & Joey,
>>>>>>>
>>>>>>> It looks like many of the accounts from your list are already
>>>>>>> Project Castle accounts. All Project Castle accounts were identified based
>>>>>>> on historical revenue data.
>>>>>>> I'm not sure I understand the request?
>>>>>>>
>>>>>>> Thank you for any clarification you can provide.
>>>>>>>
>>>>>>> *Here is the list:*
>>>>>>> Daniel Sigler
>>>>>>> Altomedic (Agence d'hébergement Doré)
>>>>>>> Complete Care
>>>>>>> Claire Webster
>>>>>>> Lianas Services
>>>>>>> Gerontologis
>>>>>>> Résidence Belvederes de Lachine - Chartwell
>>>>>>> Résidence Sunrise Beaconsfield
>>>>>>> Résidence Manoir Outremont - Cogir
>>>>>>> Hopital Marie-Clarac
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Jun 11, 2024 at 6:30 AM Timothy Thomas <tt@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> adding @Julia Jenkins <jujenkins@thekey.com>
>>>>>>>>
>>>>>>>> Hi Julia,
>>>>>>>>
>>>>>>>> Could you please update the Montreal Castle accounts to the ones
>>>>>>>> Joey has highlighted below?
>>>>>>>>
>>>>>>>> Thanks!
>>>>>>>>
>>>>>>>> On Tue, Jun 11, 2024 at 9:07 AM Joey Taylor <joey.taylor@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Please note and make the following corrections for Montreal
>>>>>>>>> (Canada):
>>>>>>>>> *Top 10 Referral Partners: *
>>>>>>>>> 1. Claire Webster
>>>>>>>>> 2. Daniel Sigler
>>>>>>>>> 3. Cheryl Adams (Gerontologis)
>>>>>>>>> 4. Kate Coulter (Gerontologis)
>>>>>>>>> 5. Manoir Outremont Residence
>>>>>>>>> 6. The Cambridge Residence
>>>>>>>>> 7. The Sunrise Residence
>>>>>>>>> 8. Chateau Pierrefonds Residence
>>>>>>>>> 9. The Waldorf Residence
>>>>>>>>> 10. Altomedic (Melanie Dore)
>>>>>>>>>
>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>> From: Julia Jenkins <jujenkins@thekey.com>
>>>>>>>>> Date: Mon, Jun 10, 2024 at 8:33 PM
>>>>>>>>> Subject: Project Protect the Castle - Progress Update 6/10
>>>>>>>>> To: TheKey HCL's <HCL@thekey.com>, GeneralManagers <
>>>>>>>>> GeneralManagers@thekey.com>, Regional Directors <
>>>>>>>>> RegionalDirectors@thekey.com>, Sales Leadership Team <
>>>>>>>>> salesleadership@thekey.com>, Melissa Reyes <
>>>>>>>>> melissa.reyes@thekey.com>, Chad Everitt <chad.everitt@thekey.com>,
>>>>>>>>> Caroline Henderson <caroline.henderson@thekey.com>, Kevin Murray <
>>>>>>>>> kevin.murray@thekey.com>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Hi All,
>>>>>>>>>
>>>>>>>>> I'm reaching out to provide a progress update on our Project
>>>>>>>>> Protect the Castle growth initiative. The data below shows how many of our
>>>>>>>>> Project Castle Referral Accounts have a documented completed meeting in
>>>>>>>>> Salesforce with an Operator tagged. Reminder on our project commitment: *Each
>>>>>>>>> GM to have a completed meeting with all top 10 accounts for each Site by
>>>>>>>>> 6/28/2024.*
>>>>>>>>>
>>>>>>>>> Shoutout to the* East Division* for taking the lead in the
>>>>>>>>> highest # of accounts with completed meetings!
>>>>>>>>>
>>>>>>>>> Congratulations to the following 4 sites for already completing
>>>>>>>>> 100% of their Castle meetings!
>>>>>>>>> *Daughterly Companions, San Antonio, Phoenix , Houston 👏*
>>>>>>>>>
>>>>>>>>> Please note the following Sites do not have any completed meetings
>>>>>>>>> yet:
>>>>>>>>> *Winnipeg, Montreal, Carmel, Henderson, Spokane, New York City,
>>>>>>>>> Virginia Beach*
>>>>>>>>>
>>>>>>>>> Division Total # of Accounts Total Accounts w/ Documented
>>>>>>>>> Meetings as of 6/10/24 % Complete
>>>>>>>>> as of 6/10/24
>>>>>>>>> East 278 161 57.91%
>>>>>>>>> West 270 122 45.19%
>>>>>>>>> Canada 39 8 20.51%
>>>>>>>>> Total 587 291 49.57%
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> West
>>>>>>>>> Regions Total # of Accounts Total Accounts w/ Documented Meetings
>>>>>>>>> as of 6/10/24 % Complete
>>>>>>>>> as of 6/10/24
>>>>>>>>> Bay Area 70 27 38.57%
>>>>>>>>> Craig Cares 10 3 30.00%
>>>>>>>>> Greater LA 50 26 52.00%
>>>>>>>>> Greater SD 40 7 17.50%
>>>>>>>>> PNW 40 18 45.00%
>>>>>>>>> TX AZ 60 41 68.33%
>>>>>>>>> Total 270 122 45.19%
>>>>>>>>>
>>>>>>>>> East
>>>>>>>>> Regions Total # of Accounts Total Accounts w/ Documented Meetings
>>>>>>>>> as of 6/10/24 % Complete
>>>>>>>>> as of 6/10/24
>>>>>>>>> Midwest 60 41 68.33%
>>>>>>>>> Northeast 98 56 57.14%
>>>>>>>>> Ohio JV 20 8 40.00%
>>>>>>>>> Southeast 100 56 56.00%
>>>>>>>>> Total 278 161 57.91%
>>>>>>>>>
>>>>>>>>> Canada Sites Total # of Accounts Total Accounts w/ Documented
>>>>>>>>> Meetings as of 6/10/24 % Complete
>>>>>>>>> as of 6/10/24
>>>>>>>>> Toronto 10 1 10.00%
>>>>>>>>> Montreal 10 0 0.00%
>>>>>>>>> Calgary 8 6 75.00%
>>>>>>>>> Winnipeg 3 0 0.00%
>>>>>>>>> Vancouver 8 1 12.50%
>>>>>>>>> Total 39 8 20.51%
>>>>>>>>> *PROJECT CASTLE WORKBOOKS:*
>>>>>>>>> *West Division - Top 10 Revenue Generating Referral Accounts by
>>>>>>>>> Site*
>>>>>>>>> <https://docs.google.com/spreadsheets/d/1dPXaTvpVz6hFEOUWI5F8jU-vGbOLgfsJdisW8fWcMYc/edit#gid!30443695>
>>>>>>>>> *East Division - Top 10 Revenue Generating Referral Accounts by
>>>>>>>>> Site*
>>>>>>>>> <https://docs.google.com/spreadsheets/d/1T5Y9ECkyxs7mdMFdJZam9_A7emExLqI_AHapcLXreQw/edit#gidw9623587>
>>>>>>>>> *Canada Division - Top 10 Revenue Generating Referral Accounts by
>>>>>>>>> Site*
>>>>>>>>> <https://docs.google.com/spreadsheets/d/1P4qlxc0jIIGtJoGLH843eIArYKg6RUHGs_Wqa03oBXo/edit#gid€6934440>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *SALESFORCE REPORTS:*
>>>>>>>>> Completed GM Meetings: Project Castle: COMPLETED GM Meetings
>>>>>>>>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00OUH000001TQJV2A4/view?queryScope=userFolders> **used
>>>>>>>>> for the data audit above**
>>>>>>>>> Scheduled & Completed GM Meetings: Project Castle: GM
>>>>>>>>> Meetings(Past/Future)
>>>>>>>>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00OUH000001OgyP2AS/view?queryScope=userFolders>
>>>>>>>>>
>>>>>>>>> *3 IMPORTANT DOCUMENTATION STEPS:*
>>>>>>>>> *1. Tied to Sales Initiative = Leadership Support Meeting*
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *2. Tag the GM/Operator in Attendance **The "Operator in
>>>>>>>>> Attendance?" checkbox MUST be tagged***
>>>>>>>>> [image: image.png]
>>>>>>>>>
>>>>>>>>> *3. Detailed Meeting Outcome & Next Steps Notes*
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> *DOCUMENTATION TRAINING VIDEO:*
>>>>>>>>> *How to Document Meetings with Internal Team Members Present (5
>>>>>>>>> Minute Video)*
>>>>>