Taking Off · training

Taking Off: if you work a desk.

Ten minutes the first time. Less after that, because there is nothing to learn twice.

You do not have an account and you do not need one. This is the whole of your training, and nobody is going to ask you to adopt a new system.

1

Nothing to install

A message lands

Email, text or Slack — whatever your agency already runs on. There is a link in it. The link is your page.

  • No password, no sign-up, no app. The link opens your list straight away. If you lose it, the next one your manager sends works the same.
  • It works on your phone. You can open it in a parking lot, read why a building is on your list and mark it called, without a laptop.
  • It is not a new system. Nothing here is trying to replace your CRM or your notes. It tells you who to call and why, and then gets out of the way.
2

Ten seconds

Read the note at the top

Your manager wrote it that morning, in their own words, and it says why these accounts and not other ones.

  • It is the week’s instruction, not a header. “These four are all new since last Monday — get me a meeting with the director of nursing” tells you what a good outcome looks like before you dial.
  • The reason each account came up is attached to it. You are not being handed a list of names with no story. Every row carries the thing that put it there.
3

A minute a row, the first time

Work down the list

Each row is one building. Three numbers on it are doing the work, and all three come from that building’s own public filings.

  • What share of its nursing it already buys from an agency. This is the one that matters most. A building already paying some agency has a budget, a process for approving vendors and somebody whose job it is to sign. You are not selling the idea of using an agency. You are selling yours.
  • How many shifts a day it is short. Not a score and not an estimate. It is the gap between the hours its own residents are assessed to need and the hours it actually delivered, converted into whole eight-hour shifts — the unit you sell.
  • Whether it has jobs posted right now. A building that is short and advertising nothing is the valuable one. Nobody working from a job board can see it, which usually means you are the only call it gets this week.

The rest of the row — beds, the chain it belongs to, the drive time from your office, what it advertises as pay — is there for when you need it and ignorable when you do not.

4

It is already written

The sentence to read down the phone

Every row carries one line you can say out loud. It is built from that building’s own filings, so it holds up when somebody asks where you got it.

  • What it sounds like. “You are buying agency for about 31% of your nursing hours, running about nine shifts a day under what your residents are assessed to need, with three nursing jobs posted right now.”
  • Why it opens doors. You have told a director of nursing something true about her own building in one breath, and you have done it without asking her a single discovery question first.
  • Use your own words if you prefer. The line is there so you never have to start cold. Nobody is scoring you on reading it exactly.
5

As you go

Mark what you called

The page is a working surface, not a report. Marking rows is what keeps next week’s list honest.

  • Tried. You called and got nobody. The row stays on your list.
  • Contacted. You reached a person. The row drops off the week so you are not calling it twice.
  • The ×. Not a fit, and you do not want to see it again. It stops coming back.
6

One button

Take it with you

Nothing here wants to hold your work.

  • Into Excel, a call sheet, or your CRM. The Download button gives you the list in the shape you need, including a file your CRM will import.
  • Your notes stay where they live now. Write them wherever you already write them. This page is not asking to be your system of record.

“How do you know that?”

You will get asked this on the phone, and the answer is short. Every nursing home in the country files its nursing payroll with Medicare four times a year, and that filing separates the hours its own employees worked from the hours it bought from a staffing agency. It is public. We read it and do the arithmetic. You are reading a building’s own numbers back to it — which is why the conversation almost never turns into an argument about whether the numbers are right.

If you want to ask about a row

Press the small question mark on that row, or Query the tool in the header. It takes four seconds and it sends the figures the page was showing you, so nobody has to ask which number on which building.

You know your ground better than a filing does, and a row that does not match what you know is worth ten minutes of ours. Every number traces back to a published source and we can show you which one.

That is the whole of it.

Open your link, read the note, work down the list. If something does not make sense at eight on a Monday, write or call — there is one person behind this product and he answers his own phone.

Back to Taking Off →

Or just write: kevin@connollyworks.com · (315) 715-1644