--00000000000079500b063371aafc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim and Joey, Further to our conversation last week, below are the key data elements I suggest we track: 1. *Client Type (Home Care vs Pro Care)* - Ensure we capture whether the client is classified as a Home Care or Pro Care client. 2. *RIM=E2=80=99s Intake* - Flag if the Lifeguard program was discussed with the client during the initial call by RIM. 3. *Pro Care Client Potential* - If the RIM is closing a lead or opportunity, flag it as a potential Pro Care Client. 4. *WiFi Sensing Opt-Out* - Track when a client opts out of WiFi Sensing as a service offering. 5. *WiFi Access Issues* - Document cases where a client cannot receive service due to lack of WiFi access. 6. *CSM Upselling Due to Lifeguard Data* - Record when a Customer Success Manager (CSM) successfully upsells additional services based on insights provided by Lifeguard data. 7. *Client Tier Movement* - Track when a client moves up a tier after adopting Lifeguard. 8. *Client Purchasing More Hours with Lifeguard* - Capture instances where a client increases their hours as a result of using Lifeguard. 9. *Improved Client Retention* - Document any improvements in client retention that can be attributed to the Lifeguard program. 10. *Fall Detection Refusal* - Record the reason when a client refuses Fall Detection service. 11. *Fall Detection Not Offered* - Track the reason if Fall Detection was not offered to a client. Thanks! Meighen --00000000000079500b063371aafc Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim and Joey, Further to our conversation last week, below ar= e the key data elements I suggest we track: Client Type (Home Care vs P= ro Care) Ensure we= capture whether the client is classified as a Home Care or Pro Care client= . RIM=E2= =80=99s Intake Fla= g if the Lifeguard program was discussed with the client during the initial= call by RIM. Pro Care Client Potential If the RIM is closing a lead or opportunity, flag it as a pot= ential Pro Care Client. WiFi Sensing Opt-Out Track when a client opts out of WiFi Sensing as a servic= e offering. WiFi Access Issues Document cases where a client cannot receive service due to lack of Wi= Fi access. CSM Upselling Due to Lifeguard Data Record when a Customer Success Manager (CSM) successfu= lly upsells additional services based on insights provided by Lifeguard dat= a. Clien= t Tier Movement Tr= ack when a client moves up a tier after adopting Lifeguard. Client Purchasing More = Hours with Lifeguard Capture instances where a client increases their hours as a result of us= ing Lifeguard. Improved Client Retention Document any improvements in client retention that can be at= tributed to the Lifeguard program. Fall Detection Refusal Record the reason when a client refuses Fal= l Detection service. Fall Detection Not Offered Track the reason if Fall Detection was not offered to=