Dear Team,
Below are the expected results from current and upcoming sales activities:
1.
Cogir Expansion – Following my meeting with Jessica, Regional Director
at Cogir, I expect to finalize a new PPA agreement that will allow us to
implement our Care Level Model in three additional Cogir communities.
2.
DMV Market Performance – The combined performance for DMV HCLs is
currently 54% to revenue goal and 51% to Start of Care goal. I will be in
the DMV next week to secure new partnerships and drive additional
top-of-funnel growth to close this gap.
Best regards,
On Thu, Sep 18, 2025 at 7:34 PM Melissa Reyes <melissa.reyes@thekey.com>
wrote:
> Thank you Kim and Kevin.
>
> What results should we expect from these activities?
>
> How are HCLs pacing to their SOC and revenue targets?
>
> Please provide an update on reassessment and winback activities.
>
> Melissa
>
> On Thu, Sep 18, 2025 at 2:39 PM Kimberly Guerci <kguerci@thekey.com>
> wrote:
>
>> For DMV:
>>
>> - Implementing "TheKey Check In" at The Virginian - we are offering a
>> quarterly(or more frequent if requested) RN evaluation for residents of the
>> IL. This will have those interested signed up with a CCA and payment. If
>> they need to have a visit on a weekend or are not feeling well, this allows
>> us to see them without having to go through the entire intake process and
>> will allow for as needed visits and provide an introduction to our services
>> within the building.
>> - Starting Monthly BP clinics at The Virginian in October to get more
>> visibility to IL residents
>> - Our RNs will be offering the Steps to Safety presentation at all 3
>> Flexsites
>> - Medication pick up program moved to start in October as requested
>> by Falcon's Landing leadership
>> - Meeting schedule with Jenna & Jessica from Cogir with 3 new PPAs
>> being sent out for their buildings
>>
>>
>> Site goal is 40 SOCs for Sept, should be at 20 by end of this week with 3
>> confirmed SOCs so far for next week. One client increased 84 hours per week
>> this week. DMV is pacing to be up this week, with projected revenue at
>> $410k. This will be the highest revenue week for DMV in over a year if
>> nothing changes between now and the end of the week.
>>
>> Let me know if you have any questions!
>>
>> On Wed, Sep 17, 2025 at 6:08 PM Melissa Reyes <melissa.reyes@thekey.com>
>> wrote:
>>
>>> East Team - we will see you all on the growth call tomorrow. Please come
>>> prepared to succinctly speak to:
>>>
>>> What are your 3-5 actions you are taking to turnaround your business.
>>> What results should we expect and by when.
>>>
>>> An update on win back and reassessment activities along with the results
>>> of those activities.
>>>
>>> How you are pacing for this week and how you are pacing to your SOC
>>> goals.
>>>
>>> *Melissa Reyes*
>>> President of Client Services(916)743-0530
>>>
>>>
>>> On Wed, Sep 17, 2025 at 4:44 PM John Champagne <
>>> john.champagne@thekey.com> wrote:
>>>
>>>> Good afternoon,
>>>>
>>>> The Weekly Growth Review summary has been updated for large sites in
>>>> the East/Can divisions. Please review the summary here
>>>> <https://docs.google.com/presentation/d/1pjVaMOiSd9zVbgkTUXxUiNOKKYIU162NKRg8XzT9gjE/edit?usp=sharing>(pdf
>>>> version attached).
>>>>
>>>> Reach out if you have any questions. Please note that technical metric
>>>> definitions can be found in the back of the deck.
>>>>
>>>> Thanks,
>>>> John Champagne
>>>> Director of Analytics | *TheKey*
>>>> *Mobile: 985.696.0424*
>>>>
>>>> [image: TheKey]
>>>>
>>>
>
> --
> *Melissa Reyes*
> President of Client Services(916)743-0530
>
--
Kevin Parker
Regional Director of Business Development
kevin.parker@thekey.com
239-922-0085
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>