Renee and RDs-
During our growth calls, the teams did really good work staying on-top of
our winback outreach. I know we had a list emailed to the sites with names
to reach out to based on certain criteria. Last year, we generated over
$3.5 million in winbacks.
I'm concerned this isn't happening consistently and with the same focus as
it was during the growth calls. We need to get back to a formal process
that we can monitor the compliance and results from.
I got some feedback from some RDs on some flaws with either the list
creation or the frequency of the email lists.
Can we start by getting grounded in a couple of ways?
-What was the process for the email list to be distributed (how did we
choose the names, what was the frequency, etc...)
-What was the process for the field to act on the list? (did they call,
how many times, how did we track, etc...).
-What was the process of documenting the outreach?
-What was the process of capturing the SOCs as winbacks?
We need to get that back to a formal process that we are following every
day. It's best practice and it's growth.
Thanks
--
Kind Regards,
*Chris Gerard*
CEO | *TheKey*
Mobile: 817-313-7913
[image: TheKey] <https://homecareassistance.com/>