Re: Northeast Division: Executive Intervention Accounts

Dear Kirk,

Thank you for an excellent presentation yesterday.

On further analysis, it was brought to Tim's and my attention that the
below account (Proactive Seniors) has actually grown 29.8% on a
year-to-date revenue basis (Jan -July 18, 2022 vs PY), based on Clearcare
reports. There appears to be a discrepancy in data reporting in salesforce.
In the last few weeks, Nicole St Eve (HCL) and Calgary Operations Team have
done a good job in furthering the relationship with this important
Geriatric Care Management organization and we project a solid growth for
this account for the balance of year 2022.

I have attached referrers profitability reports for Dec YTD, July 18 YTD
2021 and 2022 for your reference.
Dec 2021 YTD $130, 773
July 2021 YTD $67,261
July 2022 YTD $87,156 (+29.8%)

Long-Term Nicole St Eve Proactive Seniors Calgary Northeast $25,265 0 1 0
0.00% $2,895.90 0 0 0 0.00% $940.80 0 0 0 $146,377 $16,778 $11,446
($120,070) ($4,098)


Best regards,

Matt

Matt Vijayan
Director of Sales, Canada
Home Care Assistance
mvijayan@homecareassistance.com <Matt.Vijayan@TheKey.com>
(905) 592-0085


<https://maps.google.com/?q=375+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g>

<https://homecareassistance.com/>

*Champions of Aging Well*



On Mon, Jul 11, 2022 at 2:48 PM Kirk Hayes <khayes@thekey.com> wrote:

> Northeast Leadership --
>
> With our ongoing efforts to course-correct many declining referral
> sources, we have identified key accounts for executive intervention by
> leadership. This initiative is designed for both our Sales and executive
> teams to better understand the issues, concerns, and low points occurring
> within a referral source in order to improve our services and return these
> accounts to positive growth.
>
> In the link below, you will find the list of accounts for your division.
> The HCL and his/her manager will be ensuring that a meeting is set that
> works with your schedule. In addition, they will be completing and
> delivering an Account Summary 1-pager to you that will provide background
> on the account, including any recent issues or updates.
>
> *Executive Intervention Account List
> <https://docs.google.com/spreadsheets/d/15eZjQwgf0zNJvI0Zo40eumAvENhiiiHCqDpImVG_MdE/edit#gid=1874198557>*
>
> Each HCL has received instruction from Megan Wisniewski on the process and
> what is expected of them. RevOps and Sales will be following up with them
> to ensure these items are moving along.
>
> If any of you have questions, please do not hesitate to reach out to Megan
> Wisniewski, Matt Neal, Ashley Mirone, or me.
>
> Kirk
>
> --
> Kirk Hayes
> Head of Growth Strategy, Corporate Development
> * Please note my email has changed: *
> khayes@thekey.com <https://brand.thekey.com/esg/khayes@thekey.com>
> 214-498-1191
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>