When a PowerCore Member isn't getting as many referrals as they think they should, the first report I look at is MCO referrals report, and I check the line for coffee: PowerBrew.

This column is where the MCO tracks the yellow slips - Who Is Initiating - coffee.  When a Member wants to GET more, the thing to do is take the initiative to invite people to coffee.
That means offering a date, time and location. If they write TBD, that's not initiative. If they leave it blank, that is not initiative - it's asking the other person to do all the work.

If they aren't taking the initiative for coffee, I look at what else isn't happening. 

I consider the Profit and Loss (P&L) Statement as an "essential vitamin" for my business. This report offers a comprehensive overview of a company's revenues, costs, and expenses during a specific period.

Here's how this knowledge nourishes my clients:

1. Financial Health Analysis: The P&L statement allows businesses to evaluate their financial health. It shows whether a company is making a profit or incurring a loss. This understanding is crucial for decision-making and strategizing.

2. Cost Control and Revenue Optimization: By breaking down revenues and expenses, the P&L statement helps identify areas where costs can be reduced or where revenue can be increased. This can lead to more efficient operations and higher profit margins.

3. Trend Identification: Regular analysis of P&L statements helps in identifying trends in income and expenditure. This can be instrumental in forecasting future performance and making informed decisions.

4. Investor and Lender Confidence: A well-maintained P&L statement can increase confidence among investors and lenders. It demonstrates that the business is well-managed and financially transparent.

5. Tax Preparation and Planning: Accurate P&L statements are essential for tax preparation. They provide the necessary details to ensure that businesses don't overpay or underpay taxes. Additionally, they help in planning for future tax liabilities.

Overall, the P&L statement is not just a financial report; it's the essential vitamin that provides vital insights to helps me evaluate a business's operations, help in strategic planning, and ensure long-term sustainability.

I do the work I do because I believe firmly that running a business should be simple, it should be fun, and it should be a series of actions. And I work specifically to make all of my work actionable. 

Every meeting I have with a client receives a follow up report, on which the very first information is: Next Steps. 

I add at most 3 next steps, which are clear and specific, and they give my clients both the instruction and the permission to do the work. 

My first thought was the local sales/under contract/price stats reports I provide to the homeowners I have sold to as well as to prospective buyers and sellers because national stats and headlines such as "Median Home Prices Crash" do not apply in my market and it is important to me to provide relevant, local information to keep clients calm and focused.  I also thought of the calendar I keep and share for/to each client regarding their deadlines.  I aim to keep my perfect 23 year record of never missing a deadline or a client losing their earnest money.

Hey there! So, when you apply for health insurance, I've got this nifty progress report that keeps me in the loop until we hear back on whether you're approved or not. If it says "pending," it just means they're double-checking your prescription history – pretty standard stuff.

Now, when everything's smooth sailing, both you and I get a happy email saying, "Congratulations, you're approved!" 🎉 But, you know, life isn't always that straightforward. The report might throw some terms at me like APS, Pnote, or even Recall.

Let's talk about Recall for a sec. If that pops up, it means the verification folks want a chat with you. Here's the kicker: say you forgot to mention you have high blood pressure, but your prescription history spills the beans. Boom! That triggers a Recall. The report lays out the questions they'll ask you during the chat.

Armed with this intel, I give you a ring, and we dive into the Recall process together. I help you prep for the questions, and based on how you answer, we can usually figure out if you're in for the approval party or if we need to explore other health insurance options.

If it's a green light, I guide you through completing the Recall. If not, no worries – I'll find you another health insurance plan that fits like a glove. 🧤

Your health insurance wingwoman,
Lisa Ann Landry

A vitamin is an essential nutrient that generally can't be made by the body.

By analogy the things that are external to our business that are essential to our operations that we don't do internally need to be monitored.  Under the standards we use a third party to accomplish this function.

As a closing attorney financial health and integrity of our trust accounts is essential.  Therefore, I insist on getting daily reports from our third party reconciliation specialist on trust account activity and take special care to identify, examen, and address any anomalies daily.

One report that is vital to my business- is our cost estimator report- that we run to deterine the rebuild cost of a home.  It factors all the details of the home and helps deterime what it would cost to put someone's home back together. This report is essential to home insurance- to make sure we can carry through with the promise to rebuild someone's house. 

I have been told- you are asking a lot more detailed questions- compared to the other insurance agents I have spoken with.  In my agency- its important to make sure we can rebuild one's home- we would rather not write someone coverage- then put them in a bad situation. 

This report shows we are detailed and care about those we insure!!

Insurance with intergrity- We Are Farmers- bum ba dum bum bum bum bum

I coach my clients to take actions consistent with the fulfillment of their business growth goals. 

Once a quarter, I help them generate their execution report. It's simple math: the number of promised actions they have taken with integrity is divided by the number of actions they promised to take. 

Over time, when they consistently score 85%, they accomplish the goal they set sooner than scheduled, and by the time the original deadline rolls around, they realize that they have accomplished far more. This simple report is by far the most effective driver of business growth for my clients.

A report that I consider an essential vitamin for my business is knowing exactly how long projects or tasks take me to complete. This helps me to correctly inform my clients that the first draft of their website will take two weeks. I know what the lead time is on my production calendar so I can be exact with my deliverables and expectations.

I generate a lot of reports as a marketing agency for my clients. Marketing is very data driven. Many reports are specific to services purchased. But one key report I send automatically every week to every client, big or small, is my Executive Report.  This report gives that week's data covering the entire customer journey. This is their marketing funnel of impressions, engagement, and leads. The Executvie Report includes social media reach, digital ad data (if ads running), website traffic, Google Business Profile, business listing accuracy, online citations, new reviews, online mentions, email campaigns (if running), and local search rankings.

A credit report is an essential tool I use throughout the process. If something was left off the initial application when filled out, this handy tool is super helpful to shine brightly and aids in what next steps are. An accurate timeline can be given, what products are a great fit and truly it limits the art of surprise during a loan file. I go over the report initially to make sure all items are accurate and their are no fraudulent items. If found, this report provides who they need to contact. It also helps in getting a better understanding of how to turn one’s financial picture into a home, as this is truly the end goal!

One report that I consider an "essential vitamin" for my business is a potential client's Personal Financial Snapshot.  

This gives a good overview of where someone's finances stand and helps me to prepare well for our initial consultation. This nourishes my clients by being prepared to ask the right questions to get to the root of their financial issues and propose solutions that will be effective and sustainable for them to stay on track through the process while we are working together.

Even if they do not decide to move forward with coaching, I can give them some guidance to help their situation.

One of the most essential vitamins that I offer my clients is prompt same day estimates and easy to understand proposals. By doing this, it builds a good first impression and begins the start of trust. When building for clients, building trust and having good first impressions help give the clients assurance to make the whole process more complete. When I show the clients prompt responses and prompt turnover for clients, it nourishes both parties involved. This is one of a few vitamins I consider that nourishes my clients and business. 

One of the reports I believe is essential is my P&L. It tells me where I am ytd and I can compare previous year's results and can also see trends in revenue to see if there is a pattern. Having only been in business for 3 full years I can not look at history to tell me my peak and slow times

One of the most important reports is the application status report. This is how I make sure my client's health insurance starts on time and they get any surprise bills. 

I consider patient feedbacks regading their treatment plan essential vitamins for my business. For instance, if I start a diabetic patient on a medication with plans on checking labs 3 months after initiation of the medication, I would like feedback on how well they are tolerating the medication. If they stop the medication prematurely due to side effects, I would want to know that information so I can better understand their issues; and formulate a different plan that works for them.

Patient reports regarding their treatment plan allows me to provide quality care tailored to them. 

I do not have reports per say. They way I measure the growth of my clients is by reviewing every 3-6 months how they are developing in the areas of focus, as well as how confident they feel. 
My essential vitamin is how they feel, what has changed in their business, the difference they noticed in their results month after month 

One report that is an essential vitamin to my business is project cost analysis. Seeing the supply and time expenses associated to custom projects educates me in future quoting. I have learned very quickly where I need to adjust my pricing to cover time costs I was missing early on. This provides nutrients to my clients as it allows me to provide a more accurate quote and to focus on creating the very best product for my clieny rather than trying to stay within an inaccurately quoted price. I have found through these reports that price does not sell my products, quality and confidence in my skill does.

One report that I utilize with my business is called Motivator- it's a report to share what clients I have supported, who is pending additional support and what product they received at that last interaction. I use it to grow my book of business by contacting these clients periodically throughout the year. Based on past discussion, this also supports follow ups. 

I would say a vital report for me and my business is a treatment plan and when I review it with clients near the end of their treatment. 

It nourishes them because it allows them to see the growth they've made in their mental health and the progress they've made towards the goals they set when they started therapy.