Re: May HCL Performance - Ohio JV

Hey Tim,
I'm out Thursday and Friday afternoons. Otherwise, my calendar is up to
date.

Re Amy, she has a client start Rose Rayburn from May that has been hung up
in Salesforce. Salesforce support should have it corrected today. Laura has
been working on it for a while. After that client account is fixed, Amy
will have hit her May goal and is tracking to hit her June number as well.
Amy's activity was in the top 5 in the country last week, so I have no
concerns with her at the moment, but I am happy to talk if needed.

Thanks,


*Will Reid*

Partner | TheKey

Mobile: 513.707.2304

<http://www.thekey.com>



On Mon, Jun 9, 2025 at 9:17 AM Timothy Thomas <tt@thekey.com> wrote:

> Good morning Gents,
>
> Please see Ashley's email below. Let me know when you have some time to
> connect this week.
>
> Thanks
> Tim
>
> ---------- Forwarded message ---------
> From: Ashley Mirone <amirone@thekey.com>
> Date: Fri, Jun 6, 2025 at 6:37 PM
> Subject: May HCL Performance - Ohio JV
> To: Timothy Thomas <tt@thekey.com>
>
>
> Hi Tim,
>
> In reviewing performance management decisions based on May HCL performance
> across all HCLs, I see that both Lisa and Amy missed the targets for all
> three of our primary KPIs in May: Revenue, SOC, and Activity.
>
> Lisa in particular has had five consecutive missed months across all three
> KPIs. It would be helpful to understand what the corrective plan is for
> this consistent missed performance. I've attached the May performance
> summary PDF as well as included some visuals below for your reference. I
> would love to see how we can get them both on track and exceeding their
> targets.
>
> *May Performance:*
> [image: image.png][image: image.png]
>
>
> *Lisa Marcoguiseppe:*
> [image: image.png]
> [image: image.png]
>
>
>
> *Amy McDaniel:*
> [image: image.png]
> [image: image.png]
>
>
> Thank you,
>
> Ashley Mirone
> SVP of Business Development
> *Please note my email has changed:*
> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
> Direct: (310) 755-9669
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>