This is a multi-part message in MIME format. ------=_NextPart_000_011F_01D03FCA.1D9322B0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0120_01D03FCA.1D9322B0" ------=_NextPart_001_0120_01D03FCA.1D9322B0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thanks Barbara. We track intakes, assessments and new clients = separately from Clear Care and the number of assessments in the 4th = quarter was 27 by our count and 23 became clients for a conversion = ratio of 85%. This is pretty well in line with our ongoing conversion = rate. We have never had a problem with this ratio. We have looked into Clear Care and I think weâve found out why = there is a discrepancy. Some of us have been entering info from the = intake call into the assessment form which when saved, registers it as = an assessment. We thought it was necessary to tick the assessment box = in order for it to become a true assessment. We will change the = procedure so hopefully the next quarter will better reflect the reality. HCA_Logo_English_TM_4C_REV Tim Thomas Home Care Assistance (Montréal) Inc. 4464 Ste. Catherine Ouest Westmount, Québec H3Z 1R7 Tel: 514 907 5065 - Fax: 514 907 5067 tthomas@homecareassistance.com = www.homecareassistancemontreal.ca www.facebook.com/hcamontreal www.twitter.com/hcamontreal From: Barbara Schuh [mailto:bschuh@homecareassistance.com] Sent: Monday, February 02, 2015 3:48 PM To: Tim Thomas Subject: 4th quarter business review Hi Tim Attached is your 4th QBR. Here are some observations: 1. Your leads per month are the best in the network. Your net = conversion is low with an opportunity to improve the assessment to = client ratio from 69% to 80%. 2. Your revenues have stayed flat over the past year, but hopefully that = will change over the next year. 3. The highest 6 months retention figures I see for sites your size or = larger is 75% and 50% for 12 months. With you new focus on care = management, hopefully we will see these number improve. 4. Your margins and average invoice are great. 5. Internet is your Tier A referral source with close to 600k per year = from that one source alone. The goal is to secure 3 - 5 other Tier one = source at that level or more. With a more pronounced referral marketing = program, that should happen. Let me know if you have any questions and if you find this report = helpful. Regards, Barbara -- Barbara Schuh, CMC Vice President of Franchise Development Home Care Assistance 525 University Ave, Suite 605 Palo Alto, CA 94301 Cel: 920-242-4215 www.homecareassistance.com Changing the Way the World Ages! ------=_NextPart_001_0120_01D03FCA.1D9322B0 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} <!-- /* Font