Account notes:
Aberdeen Heights- I am willing to give this a try, but there is a lot of
history. Two previous HCL's have burned the relationship here. They took
all remaining clients we had and stole caregivers. They all but slam a door
in our face when trying to start a conversation.
Anthology of Clayton is now Clarendale and is owned by Katie May
*The Grande at Laumeier Park* is an area we have not tried to my knowledge,
but is on the account list. I would like to give it a shot. The area is
financially qualified.
I do have other ideas for accounts and areas I would like to pursue, but
they are not existing accounts (including the BJC case managers I am
meeting with).
On Wed, Mar 5, 2025 at 9:08 AM Timothy Thomas (via Google Sheets) <
drive-shares-dm-noreply@google.com> wrote:
> Timothy Thomas shared a spreadsheet
> [image: Header profile photo]
> Timothy Thomas (tt@thekey.com) has invited you to *edit* the following
> spreadsheet:
> Good morning,
>
> On tomorrow's Growth call, leadership will announce a new incentive for
> GMs aimed at business development. You will all be eligible for an HCL
> style bonus for referral accounts. We've selected ~5-8 Rev Ops owned
> Referral Accounts for each GM based on priority of the following Account
> metrics:
>
> Active Partnerships (PPAs)
> Active/Inactive/Newly Activated Accounts (active client census/recent SOCs)
> Stalled/Declining Accounts (historical SOCs)
> Highest revenue/SOC generating accounts (last 3 months, 12 months and
> lifetime)
> Highest revenue generating referral channels (SLCs, GCMs, Hospitals,
> Fiduciaries, etc).
>
> Please review the Accounts noted for your respective Sites and respond via
> email or comment in the google sheet with any Account revisions that might
> be appropriate by end of day. Some reasons for revisions may include:
>
> Duplicate Accounts (some of these Rev Ops accounts may be a duplicate of a
> HCL owned account)
> Unqualified/Low potential Accounts (we may have historical revenue but the
> account is no longer viable/promising)
> Account location (if the Account is not within a reasonable drive time for
> you)
>
> If you are able to suggest an alternative Rev Ops owned account that would
> be a better fit for you, please do so! We want to do everything we can to
> set you up for success.
>
> Thanks
> Tim
>
> Copy of Referral Accounts for GMs
>
> <https://docs.google.com/spreadsheets/d/1ZwMwB9aZTnJRBgj9RbWABuSj-Vixiulc_U39FvzEZv8/edit?usp=sharing_eil&ts=67c868e3>
>
> Open
> <https://docs.google.com/spreadsheets/d/1ZwMwB9aZTnJRBgj9RbWABuSj-Vixiulc_U39FvzEZv8/edit?usp=sharing_eip&ts=67c868e3>
> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA
> You have received this email because tt@thekey.com shared a spreadsheet
> with you from Google Sheets. [image: Google]
> <https://workspace.google.com/>
>