Client Success Roundtable Notes

From
Abby Cnossen <acnossen@thekey.com>
To
Danielle James <danielle.james@thekey.com>, Brooke Justiniano <brookej@thekey.com>, Nancy Hopkins <nhopkins@thekey.com>, Sarah Tenny <sarah.tenny@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, Alysce Craig <alysce.craig@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Jinniefer Castillo <jinniefer.castillo@thekey.com>, Malin Maleegrai <malin.maleegrai@thekey.com>, Teresa Heit <teresa.heit@thekey.com>, Ashley Alford <ashley.alford@thekey.com>, Timothy Thomas <tt@thekey.com>, Venus Hurd Johnson <venus.hurdjohnson@thekey.com>
Date
Tue, 10 Jun 2025 12:28:51 -0400
Folder
INBOX
--000000000000b5e88306373a3148 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, Thank you to everyone who joined the Client Success Roundtable on June 10. Below is a quick summary of the key topics and highlights discussed: - *Success Stories:* Nancy Hopkins and Venus Hurd Johnson shared powerful stories of client improvement thanks to strong caregiver matches and proactive support. - *New Client Growth:* Brooke Justiniano discussed using creative outreach and visibility strategies to build referral relationships and increase client hours. - *Caregiver Challenges:* Ashley Alford and Danielle James addressed ongoing issues with caregiver satisfaction, boundary setting, and expectations around housekeeping duties. - *Care Match & Onboarding:* Danielle highlighted the potential of the Care Match program and suggested improvements in orientation to better align preferences. - *Best Practices Shared:* Multiple examples were given of thoughtful caregiver-client pairings, creative hour growth strategies, and maintain= ing professionalism in communication protocols. Gemini notes and transcript are attached for those who couldn=E2=80=99t att= end HERE. Please reach out with any questions or feedback. Looking forward to continuing these valuable conversations! --=20 *Abby Cnossen* Manager of Quality and Service Call or text: 616-271-8243 TheKey.com --000000000000b5e88306373a3148 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, Thank you to everyone who joined the Client Success Roundtable on June 1= 0. Below is a quick summary of the key topics and highlights discussed: Success Stories: Nancy Hopkins and Venus Hurd Johnson s= hared powerful stories of client improvement thanks to strong caregiver mat= ches and proactive support. New Client Growth: Brooke Justiniano discussed using cr= eative outreach and visibility strategies to build referral relationships a= nd increase client hours. Caregiver Challenges: Ashley Alford and Danielle James = addressed ongoing issues with caregiver satisfaction, boundary setting, and= expectations around housekeeping duties. Care Match &amp; Onboarding: Danielle highlighted the p= otential of the Care Match program and suggested improvements in orientatio= n to better align preferences. Best Practices Shared: Multiple examples were given of = thoughtful caregiver-client pairings, creative hour growth strategies, and = maintaining professionalism in communication protocols. Gemini notes and transcript are attached for those who couldn=E2=80=99t = attend=C2=A0 HERE. = Please reach out with any questions or feedback. Looking forward to cont= inuing these valuable conversations! -- Abby Cnossen Manager of Qualit= y and Service Call or text: 616-271-8243 = TheKey.com = --000000000000b5e88306373a3148--

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