Re: ATL - Weekly Growth Call Notes

From
Chris Gerard <chris.gerard@thekey.com>
To
Lauren Hardy <lauren.hardy@thekey.com>
CC
Amanda Ominsky <amanda.ominsky@thekey.com>, Ashley Mirone <amirone@thekey.com>, Audra Williams <audraw@thekey.com>, Brad Dean <bdean@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Cassandra <cassandra.liberius@thekey.com>, Christina Archer <christina.archer@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Deb Frye <dfrye@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Don Lapasky <don.lapasky@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, Dawn Peluso <dpeluso@thekey.com>, Earl Blair <earl.blair@thekey.com>, Elisabeth Cox <elisabeth.cox@thekey.com>, Emily Kraeter <emily.russell@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, John Conaway <jconaway@thekey.com>, John Champagne <john.champagne@thekey.com>, Jackie Summers <jsummers@thekey.com>, Julia Jenkins <jujenkins@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Kevin Murray <kevin.murray@thekey.com>, Kevin Parker <kevin.parker@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Laura Meister <laura.meister@thekey.com>, Lilian Ciesco <lilian.ciesco@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, mhochhau@gmail.com, Melissa Ulanch <mulanch@thekey.com>, Patti George-King <patti.georgeking@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Ravi Mahadevia <ravi.mahadevia@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Scott Viscomi <sviscomi@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Timothy Thomas <tt@thekey.com>, Tyrone Butts <tyrone.butts@thekey.com>, Yusnelis Lescano <yusnelis.lescano@thekey.com>
Date
Thu, 28 Aug 2025 16:12:45 -0600
Folder
INBOX
Got it. Thanks Lauren

On Thu, Aug 28, 2025 at 3:10 PM Lauren Hardy <lauren.hardy@thekey.com>
wrote:

> Revenue was down last week. We had two clients pass away - one was a Tier
> 1 live-in, and the other was close to maturing into a Tier 1 but passed
> unexpectedly during chemo. Because of those losses, revenue was flat last
> week and will continue to stay flat into this week, but I am projecting
> about a *$17,000 increase next week* as new starts begin to ramp.
>
> On the lead side - leads are up, but quality slipped slightly. We had *13
> opportunities* but only *2 assessments completed.* The others are either
> in nurture, below our minimum hours, or scheduled per client request and
> ready to start this week or move forward in the near term.
> In terms of starts - last week we brought on *two Tier 3 clients.* As of
> today one has already added 4 daily hours and looks on track to mature into
> a Tier 1. The other is in rehab with no discharge date yet, but we see
> long-term potential.
>
> This week we have *four starts*: two Tier 1s, a Tier 2, and a Tier 3.
> That adds *122 billable hours.* On top of that, one of our 40-hour/week
> Tier 1 clients is converting to *24/7 care on Saturday*, which alone will
> add *128 hours per week.* We also have two SOCs scheduled next week, both
> long-term intent. We have two additional SOCs slated for the second week of
> September - both long-term intent - one from TheKey in CA.
>
> On the deactivation side, we had three controllables. One ended due to
> finances, but the family may resume care if he returns home. Another client
> has paused care - she always comes back and is a strong referral source.
> The third was a short-term Tier 3, as expected.
>
> *Next Steps:*
>
>    - I am tightening follow-up on all open opportunities to shorten the
>    lag between lead and completed assessment.
>
>
>    - We are reinforcing accountability with the team to push assessments
>    to completion faster.
>
>
>    - Amara’s maternity leave coverage plan is in full force and both
>    myself and CSMs have met with her top producing accounts that we are taking
>    over effective 8/27.
>
> In summary - revenue is flat this week due to timing of deaths versus
> starts, but momentum is strong. We will exceed our August SOC goal, and
> with the 24/7 conversion and new starts, I expect revenue to increase by *$17,000
> next week* with positive carryover into September.
>
> Thanks!
>
> *Lauren Hardy*
> *General Manager*
> *216.407.9726*
> [image: TheKey]
>


-- 
Kind Regards,


*Chris Gerard*
CEO | *TheKey*
Mobile: 817-313-7913
[image: TheKey] <https://homecareassistance.com/>

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