Re: East Weekly Growth Review Summary

From
Chris Gerard <chris.gerard@thekey.com>
To
John Champagne <john.champagne@thekey.com>
CC
Amanda Ominsky <amanda.ominsky@thekey.com>, Ashley Mirone <amirone@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>, 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>, 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>, Lauren Hardy <lauren.hardy@thekey.com>, Lilian Ciesco <lilian.ciesco@thekey.com>, Melissa Reyes <melissa.reyes@thekey.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>, Sharline Francis Brown <sharline.brown@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Scott Viscomi <sviscomi@thekey.com>, Timothy Thomas <tt@thekey.com>, Yusnelis Lescano <yusnelis.lescano@thekey.com>
Date
Wed, 30 Jul 2025 19:46:24 -0500
Folder
INBOX
--Apple-Mail-FBEB0165-F75A-4616-B3DC-B0BD6E0D91E9 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable All- I=E2=80=99m looking= forward to our first Large Site Weekly Growth call. &nbsp; A little context= so that nobody is coming in blind and we can have productive calls: First-The main point here: &nbsp; Frankly-Comsistent growt= h is our Achilles heel. &nbsp;We have not demonstrated an ability to consist= ently grow ANY of our sites. &nbsp; And, as large s= ites go, our entire company goes. &nbsp; For exampl= e: &nbsp;In March and April, the organization for the first time showed two c= onsecutive months of billable hours growth and revenue growth. This was acro= ss the majority of our sites. &nbsp;It put us on a double digit growth rate.= &nbsp;If sustained, this would have completely transformed the entire compa= ny. &nbsp;But, in June, we gave back all of the gains we had in March and Ap= ril. &nbsp;And, it was the large sites that, by far, had the biggest impact.= &nbsp;Our small and medium sites saw the second quarter revenue grow compar= ed to the first quarter and several of them did very well. &nbsp;In fact 75%= of those sites grew in the second quarter. &nbsp;Conversely our large sites= saw 75% of them with lower revenue in the second quarter vs the first quart= er. &nbsp;The losses in the large sites completely wiped out the gains from t= he small sites. &nbsp;That=E2=80=99s why we are having these focus calls.&nb= sp; To set expectations-As leaders in this organiza= tion, everyone should clearly understand that NOT growing is not an option. &= nbsp;We know with certainty that every market we are in is viable and demand= is growing. &nbsp;We know what our competitors are doing and we understand t= he market dynamics. &nbsp;So, every site that is not growing is for a contro= llable reason. &nbsp;And there are many controllable reasons we can point to= .&nbsp; But the expectation is for us to determine c= ollectively-What are we doing to change that? &nbsp;That=E2=80=99s what I wa= nt you all to come ready to discuss and ideate on.&nbsp; This is a classic route cause exercise.&nbsp; Our growth levers are: A) Top of funnel. &nbsp;Are= we bringing in enough quality leads (HCL and Consumer Marketing) to grow th= e business. &nbsp;It=E2=80=99s a yes or no question. &nbsp;If the answer is y= es, the problem is somewhere else. &nbsp;If the answer is no-What=E2=80=99s o= ur plan to change that? B) Are we converting the le= ads to opportunities and scheduled assessments as expected? &nbsp;If the ans= wer is yes, the issue is somewhere else. &nbsp;If the answer is no-What=E2=80= =99s our plan to change that? C) Are we converting o= ur assessments to SOCs as expected? &nbsp;If the answer is yes, this issue i= s somewhere else. &nbsp;If the answer is no-What are we doing to change that= ? D) Do we have controllable deactivations or unexp= ected long-term clients become short term clients for controllable reasons? &=