Client Performance Report: Cadre Hospice & Home Caregiver Support

Overview

October 8, 2026
Client-facing report

Executive readout

Engagement strengthened as email activity scaled.

Home Caregiver Support increased weekly email volume to 526 sends while the open rate rose to 32.6%, up from 24.9% in the prior week. Cadre Hospice received five website forms and four inbound calls on Dallas and Cleveland lines during the reporting window, with no qualified new hospice-care inquiries or assessment / verification visits scheduled this period.

Watkinsville, Georgia
Home Caregiver Support

Home Caregiver Support

Email engagement and voice outreach

A strong week-over-week lift in email activity paired with improved open performance. The details below separate overall email activity, active workflows, and voice-agent outcomes.

At a glance

Total contacts

509

Overall email account

90-day email sends

2,997

Jul 11 to Oct 8, 2026

Current open rate

32.6%

Oct 2 to 8, 2026

Weekly send lift

~164%

526 vs. 199 sends

Email performance
Last 7 days

Weekly comparison

Email volume rose while engagement improved.

Current period: Oct 2 to 8
Previous period: Sep 25 to Oct 1

Emails sentCurrent 526 · Previous 199

Open rateCurrent 32.6% · Previous 24.9%

Oct 2 to 8 Sep 25 to Oct 1

Overall email account performance
Period	Emails sent	Delivered	Open rate
Last 90 days: Jul 11 to Oct 8	2,997	99.5%	26.2%
Last 7 days: Oct 2 to 8	526	99.2%	32.6%
Previous 7 days: Sep 25 to Oct 1	199	99.0%	24.9%

Workflow detail
All-time and weekly

Email workflows

Dallas carries the larger active workflow.

Workflow enrollment, activity, and engagement
Workflow	Enrolled	Active	All-time delivered	Open rate	Approx. sends
Dallas	432	431	99.4%	23.6%	~1,129
Cleveland	136	135	99.9%	19.4%	~405

Dallas weekly detail

431 active

Oct 2 to 8: 472 delivered / 121 opens
Sep 25 to Oct 1: 81 delivered / 27 opens

Cleveland weekly detail

135 active

Oct 2 to 8: 41 delivered / 11 opens
Sep 25 to Oct 1: 77 delivered / 11 opens

Voice-agent outcomes
Sep 1 to Oct 8

AI voice agents

Outbound connection activity was led by Dallas.

Reporting window
Sep 1 to Oct 8, 2026

Inbound

Jessica

Dallas Inbound

7 calls

Sep 1 to Oct 1: 5 calls
Oct 2 to 8: 2 calls
Actions taken: 3

Transfer-to-human attempts are summarized below by location and period.

Inbound

Jessica

Cleveland Inbound

2 calls

Actions taken: 1

Outbound

Dallas

Dallas Outbound

71 attempted

Connected: 60
Answered by person: 24
Voicemail: 36
No answer: 3
Failed: 8
Actions: 10

Outbound

Cleveland

Cleveland Outbound

23 attempted

Connected: 18
Answered by person: 10
Voicemail: 8
No answer: 1
Failed: 4
Actions: 4

Transfer-to-human attempts

All AI-initiated attempts by location and reporting window.

9Total combined both locations

Transfer-to-human attempts
Location	Sep 1 to Oct 1	Oct 2 to 8	Combined Sep 1 to Oct 8
Dallas	76 outbound · 1 inbound	1Outbound	8
Cleveland	0	1Outbound	1

Counts every AI-initiated transfer to a team member; HighLevel does not record whether each transfer was answered.

Voice-agent outcomes by location and direction
Voice agent	Calls / attempts	Delivered outcome detail	Actions
Dallas Inbound, Jessica	7 calls	5 calls Sep 1 to Oct 1; 2 calls Oct 2 to 8; transfer-to-human attempts are shown above by period	3
Cleveland Inbound, Jessica	2 calls	Inbound calls	1
Dallas Outbound	71 attempted	60 connected; 24 answered by a person; 36 voicemail; 3 no answer; 8 failed	10
Cleveland Outbound	23 attempted	18 connected; 10 answered by a person; 8 voicemail; 1 no answer; 4 failed	4

Outbound outcome bars show answered by person, voicemail, and the combined no-answer / failed portion of each location's attempted calls. Direct values are listed in each card and table.

Nashville, Tennessee
Dallas · Cleveland · Chicago · Indianapolis

Cadre Hospice

Website submissions and call activity

This section groups website and phone activity in a clear client-facing view, with privacy-safe form detail and focused routing opportunities.

At a glance

Website forms

Last 30 days

2026 forms

~119

Year to date

Inbound calls

Dallas & Cleveland
Oct 1 to 8, 2026

Outbound calls

Oct 1 to 8

Qualified new hospice-care inquiries

This period

Assessment / verification visits scheduled

This period

Website forms
Last 30 days

Five form submissions, each categorized for follow-up.

All submitted through
Website "Contact Us"

Privacy-safe reporting: submitter names are shown; personal email addresses and phone numbers are not shown.

Website submission categories
Date	Submitter	Request summary	Category
Oct 2	Christine Daniels (TN Dept. of Labor)	Government survey request, TN Dept. of Labor OEWS wage survey	Administrative
Sep 24	Andrea Bordonaro (Family member / POA)	Family member (POA) requesting to discontinue current patient care for specialist treatment	Existing patient / care change
Sep 14	Arthur Mkrtchyan (PurePatient.com)	Vendor solicitation, referral-marketing service	Vendor
Sep 11	Caitlin Winters (Evergreen Nephrology)	Nephrology practice asking which counties the Dallas office serves	Referral-partner inquiry
Sep 8	Daijha Marshall (Student)	Social work student asking about a Spring 2027 internship	Recruiting

Phone calls
Oct 1 to 8, 2026

Inbound call activity

Recruiting activity accounted for two of four inbound calls.

Oct 1 to 8, 2026
4 inbound · 0 outbound
Dallas and Cleveland lines only

Recruiting / job applicant2

Provider-to-provider coordination1

Short call, greeting only1

Recruiting / job applicant

Dallas: chaplain applicant; résumé sent to HR and interview being arranged.

Provider-to-provider coordination

Cleveland: another hospice requested certification / benefit-period dates for transferred patients.

Short call, greeting only

Cleveland.

Qualified new hospice-care inquiries
No assessment / verification visits were scheduled this period.