--00000000000017f2c706254ddcee Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, Do you know why they have TheKey @$28 for the mystery call slide? Thank you, On Thu, Oct 24, 2024 at 9:46=E2=80=AFAM Timothy Thomas wrot= e: > Good morning. > > Have a look at the slide deck for your respective markets some interestin= g > insights that we can review on our 1:1s. This is a weekly report that I= =E2=80=99ll > share with you from now on. > > Overall the Midwest and Canada are leading the way in revenue vs forecast= . > Keep it up! > > Best > Tim > > ---------- Forwarded message --------- > From: Sarah Powers > Date: Wed, Oct 23, 2024 at 8:02=E2=80=AFPM > Subject: East Growth WBR Deck - Review Week 10/14/24 > To: Ashley Mirone , Analissa Sanchez analissa.sanchez@thekey.com>, Audra Williams , Beth > Ann Rosario , Christopher Reese christopher.reese@thekey.com>, Cristal Munoz , Denny > Roebel , Donny Deshotels donny.deshotels@thekey.com>, Earl Blair , John > Champagne , Julia Jenkins , > Kevin Parker , Kimberly Guerci kguerci@thekey.com>, Timothy Thomas , Rique Reyna yuniel.reyna@thekey.com> > > > Hi All, > > In preparation for the Growth WBR tomorrow, below is a link to the draft > presentation deck that will help guide the conversation. The deck has dat= a > slides with insights added, updated for the most recent week (10/14 throu= gh > 10/20). There are a few updates we will be making throughout the day > tomorrow. Please feel free to tag me in the slides if you have any > questions or would like us to follow up on any data items. As a reminder, > below is an outline of the deck and definitions of the metrics. > > East Growth Metrics WBR > > > *Slides and Definitions:* > *Actions from Last Wee*k - this will include action items to review from > the prior week (blank for this first week) > *Division Summary *- Funnel metrics for the region trended (From Growth P= illar > Dashboard) > *Prospective Client Acquisition Stack* - site level R&S with funnel > metrics > > Lead =3D # of leads created in the week > % LT Leads =3D % of leads created in the week that are intended Tier 1 an= d > Tier 2 > Opportunities =3D # of opportunities created in the week > % LT Opportunities =3D % of opportunities created in the week that are > intended Tier 1 and Tier 2 > AX Completed =3D # of assessments completed in the week > SOC =3D # of client starts in the week > % LT Intention SOC =3D % of client starts in the week that are intended T= ier > 1 and Tier 2 > > *Stale Prospective Client Stack* - Leads and Opportunities lacking follow > up items Dashboard link in Salesforce here > > > Stale Leads =3D # of leads created in week that are Open > Stale Opportunities =3D # of opportunities created in week that have an o= pen > status but do not have a future scheduled task > Closed Won - Not Yet Started =3D # of opportunities that were closed in t= he > last 90 days that are in the status "Closed Won - Not Started" > > *Client R