Update: this meeting has been rescheduled to Thursday this week to
accommodate schedules!
Thank you,
On Mon, Jun 16, 2025 at 5:11 PM Julia Jenkins <jujenkins@thekey.com> wrote:
> Hello Earl, Tim & BethAnn,
>
> Please find the deck for our second Southeast & Midwest Regional
> Partnership Business Review meeting tomorrow below. I've included May and
> June MTD data on all of our active partnership accounts. We'll be reviewing
> the performance of all of our active partnership accounts, aligning on
> actions to grow these accounts, as well as strategizing on new PPA deals in
> the pipeline.
>
> *Southeast & Midwest Regional Partnership Business Review Deck*
> <https://docs.google.com/presentation/d/1iWZhhoCHIXcSy_DAzQwZHcsqhjDwMLkYPQFhhKQFjBA/edit?slide=id.p2#slide=id.p2>
>
> Please note the following:
>
> - We are inviting GMs to these calls moving forward as optional
> attendees
> - We will review outcomes from last month's action items at the top of
> our call (see below).
>
>
> Looking forward to seeing you tomorrow!
>
> Thank you,
>
> --
> Julia Jenkins
> Director, Revenue Operations
> *Please note my email address has changed:*
> jujenkins@thekey.com
> Mobile: (805) 717-7606
> TheKey.com <https://thekey.com/>
> <https://thekey.com>
>
>
> -
>
> Earl Blair will remove the PPA tags for the following accounts so they
> no longer reflect as active PPAs:
> -
>
> Hampton VA
> -
>
> Family Link Care Management
> -
>
> Earl will assign Silverado Overland Park, Care Patrol Ron Braun, and
> Assist Living Locators Kansas City accounts to GM Teresa.
> -
>
> Julia Jenkins will remove the PPA tags for the following accounts so
> they no longer reflect as active PPAs:
> -
>
> All Cogir Solista buildings (on hold)
> -
>
> Cadence accounts (unqualified)
> -
>
> Earl Blair will investigate activities for Preparing for Care to
> promote in person activities with this GCM
> -
>
> re-evaluate the PPA deal with the shared client, considering the
> last CSM visit.
> -
>
> Earl Blair will follow up with Kevin on Assisted Living Locator
> contacts for potential outreach.
> -
>
> Melissa Ulanch will schedule a PPA meeting with the owner of Senior
> Provisions this week or next.
> -
>
> Melissa Ulanch will research placement agencies in the Southeast and
> Midwest, focusing on stalled accounts.
> -
>
> Melissa Ulanch will meet with Gentiva leadership this week for
> feedback on their legal agreement.
> -
>
> Earl Blair will discuss leveraging Ravi’s list and referral momentum
> with Scott to identify more accounts.
> -
>
> Earl Blair will evaluate the viability of Silverado St. Charles,
> Illinois, as a PPA opportunity.
> -
>
> Earl will assign the Rev Ops owned St. Louis accounts to GM Emily for
> her to work virtually
> -
>
> Assisted Living Locators St. Louis & St. Charles
> -
>
> Oasis St. Louis
>
>
--
Julia Jenkins
Director, Revenue Operations
*Please note my email address has changed:*
jujenkins@thekey.com
Mobile: (805) 717-7606
TheKey.com <https://thekey.com/>
<https://thekey.com>