EmailMe Form - Daily Report

HISC

Date *

MM / DD / YYYY

**ROUTES*

1) Routes - the Routes I worked on today were (describe which specific Route and which specific Accounts) *

Or please convert to client

2) Routes : of the 28 routes (9 of which are on West Side/ Downtown and 19 on East Side), the following are complete andhighlighted as Green *

Or please convert to client

**ACUTE FACILITIES*

1) Clients in acute facilities (that will be marketed to)
*

Or please convert to client

2) RPNs for each of the Clients listed above - has the RPN for each of these clients been properly contacted by JK consistently for purpose sof (i) discharge planning and (ii) to let them know who we are? *

Details

**PREP TIME*

*****PREP TIME**

830am - Review

1. Calendar
2. Nearby Routes
3. Adjust Calendar

Or if in office today:

1. Open Marketing Route Doc
2. Highlight which accounts you are working on *

Done - field route

Done - in office plan

830 am - WhatsApp with CMS to review today *

Done

Not done

830AM - checklist *

All things done below

In office today

1. Business cards and materials
2. HISC ID Badge is on
3. If a change to Google Calendar is to take place, I just reviewed that with CMS
4. Google Calendar accurately details where I am going today

END OF THE DAY SUMMARY - THESE WERE THE # OF IMPRESSIONS I HAD TODAY

***IMPRESSIONS**

AAA today

AA today

A today

A VIPs today

B today (Personalized Notecards)

C today (Telephone - how many calls were made)

C today - how many of these do you think were actual Cs

D today (VM + EM)

(VM and EM)

D today (EMs only)

This must be at least the # of Bs + Cs

Mass emails today

For Aug '21, send 'Pandemic Mass Email'

Open this link
Sort by clicking the submitted column
Write down the # of mass emails sent today

OPERATION COMMUNICATION WITH RPNs re RECENT INTAKES

1. Open this Recent Intakes review
and

Send email to referring RPN and thank them or send update *

- Open the hyperlink
- Look at the last 5 intakes
- Look at the source RPN
- Find out from the office how things are going
- Email AND Vm the RPN an update

E today (F/U from 5 days ago)

Total VIP today *

Total # impressions today: *

Confirm that you reviewed Direct Marketing checkboxes for each and marked them accordingly for *

DM - 1. EMail
DM - 2. Snail Mail

S/F - of contact changes/edits: *

Shows you all the changes you made in Stage 2
Review the contact changes made. How many?

Name of Event/ # of attendees/ topic discussed/ was it a good event to be at?

Were you at a facility today (SNF/ILF or ALF?) How many bedside companion emails to all SWs?

Click the link
Scroll all the way down for the #

Any new Contacts in S/F due to the event?

**INTAKES/ PROSPECTS*

**INTAKES/ PROSPECTS**

Today's Intakes, check all that apply *

(*) Gmail Contact Done

(*) SF lead entry done - ET to enter, verify after entry

(*) Some email from HISC sent out

(*) No intakes today

All Open leads have correct tags *

(*) No "New" Stages and each stage is set to either nurturing or closed

(*) Appropriate Owner is assigned

Situation #1a - Nurturing Prospects *

(*) All these prospects are in Nurturing Stage since I have a more than likely possibility of converting to client status

(*) Gmail contact for this Lead is perfect

(*) I have contacted the main party for this Lead recently via phone and/ email or asked Owner to do so

TOTAL # of Open Nurturing Leads =

Names of Nurturing Leads that have a high likelihood of becoming clients within 2-3 days (Imminent/ Soon) *

Or please convert to client

Situation #1b - Nurturing Leads (Profile field - summary update on where things stand!) *

Each Nurturing Lead has updated (date and communication) information listed within description area

Intakes - Staffing Coordinators Sheet *

All sections have been updated in Staffing Coordinators document and they have been updated by me

Not done

**FEEDBACK*

**FEEDBACK**

Strategy *

How can we improve our strategy here? (consider how many referrals we get a month and what the challenges are and the opportunities). Also, consider removing this RPN as a Priority if it has been 9 months with no response

Feedback:

Information I was asked that I was not able to properly answer

Email templates feedback

1. Make suggested texts for new ones
2 Comment on existing ones

Names of clients (with updates) of ours who are currently in a hospital or acute setting? *

TOMORROW

**TOMORROW**

I. Tomorrow Calendar *

Yes

No

Anything scheduled in the calendar for tomorrow?

II - Review Priority Accounts *

Yes

No

Review Priority Accounts sorted by last visit and see who needs to be seen?

Calendar for next month
Add Marketing Events
(access requested) *

Yes

No

RSVP where appropriate

IACs
Escota

FRIDAYS/ END OF DAY

**FRIDAYS**

Update Calendar to meet with CMS. Next time will be

We need to meet 2x a month to review accounts, approaches, strategies

Email - CMS

MONTHLY ANALYSIS*****************

Discuss calendar and opportunities with CMS direct marketing

Yes

No

1. It can be fax blast, email blast, snail mail etc
2. Can be holiday related, weather related or seasonal

**********************ROUTES*********************

**********************ACUTE FACILITIES*********************

**********************PREP TIME*********************

END OF THE DAY SUMMARY - THESE WERE THE # OF IMPRESSIONS I HAD TODAY

**********************INTAKES/ PROSPECTS*********************

**********************FEEDBACK*********************

*****************TOMORROW*****************

*****************FRIDAYS/ END OF DAY*****************

MONTHLY ANALYSIS*****************

**ROUTES*

**ACUTE FACILITIES*

**PREP TIME*

**INTAKES/ PROSPECTS*

**FEEDBACK*

TOMORROW

FRIDAYS/ END OF DAY