--000000000000e79eb00640bda892 Content-Type: text/plain; charset="UTF-8" Here are my talking points. 1. Through our weekly client review, we identify clients whose services we can reassess and for whom we can recommend increasing hours. Last week, we reassessed 9 clients. Three clients increased their hours by a total of 32 hours per week, and two Tier 3 clients added another week of services, for an additional 192 hours. 2. Through our efforts on B2C marketing with lifeguard in addition to our new virtual offices for which we have already generated over 25 google reviews in October, we expect B2C leads to increase to 40 leads / month by November 3. Our AX to SOC ratio was 72% in September, our highest in over 12 months. Our objective is to hold above the 70% mark moving forward by continuing to review our pipeline daily. With my focus (the GM) being on moving assessment pending opportunities to scheduled 4. Referral Event in the planning stage with Scott - mix of wealth advisors, concierge doctors and GCMs and reps from two communities; Presbyterian Homes and The Clare - shooting for early November. Stats 9 open leads, 5 of which are caring.com which I own. Rims working on 1 Westminster lead, 1 Internet, 1 Feiger Family, Scott has a lead from his personal network he is owning at the moment Controllable Deactivation - Zero Projecting is up - projected at $267,000 this week with flat billable hours GM visit- 7 visits , 1 Network Event, 1 lunch and 5 collateral drop offs -- Diane Mockenhaupt General Manager, Chicago Office and Michigan Office dmockenhaupt@thekey.com Mobile: (224) 808-0607 Office: (847) 853-7777 TheKey.com *We value your feedback. Please leave us a Google review* --000000000000e79eb00640bda892 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Here are my talking points. = = Through our= weekly client review, we identify clients whose services we can reassess a= nd for whom we can recommend increasing hours. Last week, we reassessed 9 c= lients. Three clients increased their hours by a total of 32 hours per week= , and two Tier 3 clients added another week of services, for an additional = 192 hours. Through our efforts on B2C market= ing with lifeguard in addition to our new virtual offices for which we have= already generated over 25 google reviews in October, we expect B2C leads t= o increase to 40 leads / month by November O= ur AX to SOC ratio was 72% in September, our highest in over 12 months. Our= objective is to hold above the 70% mark moving forward by continuing to re= view our pipeline daily. With my focus (the GM) being on moving assessment = pending opportunities to scheduled <li dir=3D"ltr" style=3D"= list-style-type:decimal;font-size:11pt;font-family:Arial,sans-serif;backgro= und-color:transparent;font-vari