Updated invitation: Timothy / Kelley - GCM Integration Meeting @ Tue Aug 12, 2025 2:30pm - 3pm (EDT) (Timothy Thomas)

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Timothy / Kelley - GCM Integration Meeting
Tuesday Aug 12, 2025 ⋅ 2:30pm – 3pm
Eastern Time - Toronto

Join with Google Meet
https://meet.google.com/cbp-bkdq-zdp?hs=224


	
Join by phone
(US) +1 978-728-9671
PIN: 417893305

More phone numbers
https://tel.meet/cbp-bkdq-zdp?pin=3751965799735&hs=0


Overview of Care Management Service lineServices and Pricing Primary Client  
Types and Referral SourcesCurrent Relationship between CM teams and  
TheKeyReview Marketing collateral samples and messagingOrganizational  
Structure & RolesCM General Manager Background and Role of GMEmployee  
Classifications, pay rates and CM team make up Time tracking practices  
Weekly team meetingsBusiness Development & Referral StrategyCare  
Management Strategy to DateBusiness Development Expectations for  
GMsOpportunity for Alignment with TK home care and HCLs Key Referral  
AccountsCurrent Metrics & ReportingExisting KPIs TrackedExamples of  
Current tools 2025 Revenue GoalsQTR GM bonusesReporting Gaps Ongoing  
oversight & SupportCurrent check-in schedule and agendaWhat to look for  
in CM performance (bill/pay rate margin, billing utilization, caseload mix,  
new starts)Resources & Training NeedsSalesforce Implementation Aug  
2025Social Media support launching in Aug 2025Open Discussion & Next  
StepsQuestions and Clarifications Alignment on TimelineInvite RDO to  
Kelley’s 1:1 meeting with GMSchedule ongoing 1:1 between RDO and GM

Organizer
Kelley Richard
krichard@thekey.com

Guests
Kelley Richard - organizer
Timothy Thomas
View all guest info  
https://calendar.google.com/calendar/event?action=VIEW&eid=MjJmcGozcG1pb3U3OW84aDF1bWRsbDM3ZnYgdHRAdGhla2V5LmNvbQ&tok=MTkja3JpY2hhcmRAdGhla2V5LmNvbTg1ODZkZWIyYTIyZjIyNmM3YzZjYTMzY2I0NmM1Y2Q4ZjQzZGFjODk&ctz=America%2FToronto&hl=en&es=1

Reply for tt@thekey.com and view more details  
https://calendar.google.com/calendar/event?action=VIEW&eid=MjJmcGozcG1pb3U3OW84aDF1bWRsbDM3ZnYgdHRAdGhla2V5LmNvbQ&tok=MTkja3JpY2hhcmRAdGhla2V5LmNvbTg1ODZkZWIyYTIyZjIyNmM3YzZjYTMzY2I0NmM1Y2Q4ZjQzZGFjODk&ctz=America%2FToronto&hl=en&es=1
Your attendance is optional.

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