I'm so sorry!
We lost 2 tier 1 client's - one of them passed away and the other ran out
of funds and moved to LTC. Then I have the tier 1 client that I was
telling you about that we do 24/7 with every other week and her daughter
stays with her the alternating week. Her daughter has been stuck here due
to weather for 3 weeks so she canceled us. We are scheduled to start back
up on the 23rd.
Our pipeline....the good news is that Laddish is getting ready to sign the
paperwork and will be a tier 1 client. We are working on getting her
CareScout number for her paperwork and we are good to go. While it looks
good at first glance the majority of them are turning out to be tier 1
clients that want someone to stop by and check that mom took her meds or 2
hour shifts twice a week. Jake and Amy just completed an assessment and the
woman wants 4 hours tomorrow and 4 on Sunday but also asked it she could
cancel Sunday on Saturday.
On Thu, Feb 20, 2025 at 1:25 PM Timothy Thomas <tt@thekey.com> wrote:
> Hey Teresa,
>
> I didn't see your comments yet.
>
> Could you confirm for me again why the big revenue dip.
>
> The top of your funnel looks good but the bottom half AXs and SOCs not so
> much....
>
> ---------- Forwarded message ---------
> From: Timothy Thomas <tt@thekey.com>
> Date: Wed, Feb 19, 2025 at 3:31 PM
> Subject: East Growth Metrics
> To: Joey Taylor <joey.taylor@thekey.com>, Chuck Terlesky <
> cterlesky@thekey.com>, Timon Page <timon.page@thekey.com>, Dennis Fancy <
> dfancy@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Midwestleadership
> <MidwestLeadership@thekey.com>
>
>
> Good afternoon,
>
> Please take a moment to review the attached deck containing last week’s
> metrics. Specifically, I’d like your comments on slide 6 and slide 10 in
> relation to your revenue, census, and pipeline performance. Please send
> your comments over before 2pm ET tomorrow in prep for our WBR call.
>
> It was a challenging week for our pipeline as a region, so I’d appreciate
> your insights on:
> • What’s currently working well in your market
> • What’s not working and needs adjustment
> • Which opportunities are likely to convert
> • How the current week is shaping up as a potential bounce back
>
> Here are some questions you can ask yourself
>
> 1. Assessment & Conversion Issues:
> • Cincinnati, Cleveland, Winnipeg, Kansas City, all had 0 assessments and
> 0 SOC the week of 2/10. What are the main barriers to moving leads through
> the funnel?
> • Is this due to low lead quality, staffing shortages, or operational
> bottlenecks?
>
> 2. Market-Specific Insights:
> • St. Louis and Calgary had increased assessments but declining SOC—why
> are assessments not converting into starts? Are we losing clients to
> competitors or seeing reluctance due to pricing or service offerings?
>
> 3. Lead Generation & Funnel Performance:
> • Leads were up 21% MoM but all other funnel metrics declined—what’s
> happening at the middle and bottom of the funnel?
> • Are we seeing a drop-off at the assessment stage, or is the issue at the
> contracting stage?
>
> 4. Bounce-Back Strategy:
> • Given the weak pipeline performance last week, what specific steps are
> being taken this week to recover lost momentum?
> • Are there any high-value opportunities from last week that are still
> active and could close this week?
>
> Thanks,
> Tim
>
> --
>
> *Tim Thomas*
> Head of Midwest & Canada Divisions | *TheKey*
> Mobile: 514.591.9387
> [image: TheKey] <https://www.thekey.com/>
>