--0000000000003b73a5064654607e Content-Type: multipart/alternative; boundary="0000000000003b73a3064654607c" --0000000000003b73a3064654607c Content-Type: text/plain; charset="UTF-8" Hi Team, This report focuses exclusively on the 90-day check-in findings for the 9/15/2025 cohort (Chris Brown, Autumn Evans, Nil Maape, Judie Ritter, and Kristen Bourne). As these employees complete their first quarter, the feedback reveals a workforce that is deeply committed and highly satisfied with their mission. However, several logistical and operational "bottlenecks" have reached a critical state and require immediate resolution to maintain growth momentum. *Key Highlights* - *Exceptional Job Satisfaction:* Employees report a profound sense of purpose in senior care. Professional satisfaction is high, and every member of this cohort expressed a desire for a long-term career with the company. - *Operational "Private Nightmare" (Collateral):* Significant failures with Mimeo have left some liaisons (e.g., Judie Ritter) without marketing materials for their entire first *90 days*. This is significantly impacting their ability to establish a professional presence in new territories. - *Performance Wins & Market Friction:* - *Chris Brown:* Successfully leveraged a wealth advisor presentation into immediate 24/7 palliative care leads. - *Nil Maape (Chicago):* Reporting extreme difficulty competing against lower-priced agencies with no hourly minimums. - *Autumn Evans:* Demonstrating high value as a coach, directly contributing to secondary team members reaching top performance spots. - *Mentorship Efficacy:* The mentor program is a primary driver of confidence, though Judie Ritter reported a mismatch where she required tactical planning support but received high-level program guidance. - *Team Dynamics ("The Island Effect"):* Liaisons often feel siloed from the operations side (CSMs/CGMs), who are sometimes resistant to HCL collaboration. This is leading to communication friction in specific markets. *Critical Action Items for Leadership* Priority Action Item Target Area Owner *P1: Collateral Fix (URGENT)* *Resolve the Mimeo ordering crisis.* Ensure that the 90-day backlog of materials is fulfilled. Authorize local printing as an emergency workaround for affected territories. Marketing / Ops Marketing Director *P2: Market-Specific Budgeting* *Re-evaluate the $500 marketing budget for high-cost markets* like Chicago. Current funding is insufficient to compete effectively and make referral sources feel prioritized. Finance Regional GMs Thank you for your attention to these items. This cohort has proven their commitment; our focus now must be on removing the logistical barriers preventing their full productivity. Best, -- Brad Dean Director, Sales & Leadership Talent bdean@TheKey.com (279) 282 7485 TheKey.com [image: 2025 Logo Email signature.png] *I am sending this communication at a time that suits my schedule. Please do not feel obligated to respond outside of your de