Sample Brief

Pilot diagnostic
example.

This is what weeks 1-2 of the pilot produce. A market scan, the situations in your territory, and the one number we agree on before the system starts running.

Note
This is a sample diagnostic for a healthcare staffing agency. Facility names are changed. Data patterns and scoring reflect real CMS findings. Your diagnostic will be built from live data for your specific market, geography, and specialty.
Pilot Diagnostic — Midwest Allied Staffing — Illinois
Client Profile
Company Midwest Allied Staffing (sample)
Size 14 employees
Specialties RN, CNA, LPN placement
Coverage Central and Southern Illinois
Current BD Owner makes calls from referrals and job board leads. No structured outbound.
Market Scan

The system pulled every skilled nursing facility in Illinois from the CMS Provider Data API and scored them on six signals: staffing rating, nurse turnover, RN turnover, RN hours per resident per day, health deficiency count, and ownership changes in the last 12 months.

712
Total SNFs
in Illinois
194
Staffing Rating
1 or 2 out of 5
143
Nurse Turnover
Above 60%
87
RN Hours Below
0.50/Resident/Day
38
Ownership Change
Last 12 Months
126
Distress Score
60+

After filtering to Central and Southern Illinois, the system identified 126 facilities in active distress. 34 scored above 100 — acute staffing crises. These are the facilities most likely to pick up the phone.

Top 3 from Week 1 List

Each Monday list delivers the top 10 facilities ranked by urgency. Here are the top 3 from this market scan.

Heartland Rehabilitation Center
Score: 135
Decatur, IL · 162 beds
Staffing: 1/5
Nurse Turnover: 78%
RN Turnover: 88%
RN Hrs: 0.32
Deficiencies: 29
CMS staffing rating: 1 out of 5. 78% nursing turnover, 88% RN turnover. RN hours at 0.32/resident/day — well below threshold. 29 health deficiencies on most recent survey. Ownership changed 8 months ago.
"Your facility came up in some staffing data I review regularly. It looks like nursing coverage has been a challenge since the ownership transition. We specialize in placing RNs and CNAs in the Decatur area. Is that something worth a quick conversation?"
Prairie View Nursing & Rehab
Score: 118
Springfield, IL · 188 beds
Staffing: 1/5
Nurse Turnover: 69%
RN Turnover: 82%
RN Hrs: 0.38
Deficiencies: 22
CMS staffing rating: 1 out of 5. 69% nursing turnover. RN hours at 0.38/resident/day. 22 health deficiencies. No ownership change, meaning existing management is struggling to stabilize.
"Your facility came up in some staffing data I review regularly. It looks like RN coverage has been tight. We place nurses in the Springfield area and can usually have someone on-site within a week. Worth a call?"
Lincoln Terrace Healthcare
Score: 105
Champaign, IL · 114 beds
Staffing: 2/5
Nurse Turnover: 71%
RN Turnover: 94%
RN Hrs: 0.45
Deficiencies: 18
94% RN turnover — nearly complete annual RN churn. Staffing rating 2/5. Smaller facility (114 beds) that likely can't compete on salary with larger systems nearby.
"Your facility came up in some staffing data I review regularly. With RN turnover where it is, it looks like keeping nurses has been difficult. We work with facilities your size in the Champaign area. Is staffing something you're looking for help with?"
Reactivation Check

You send your past client list. The system cross-references it against live CMS data and flags any former client whose situation has deteriorated since you last worked together.

In this sample, the client provided 23 former facilities. The system flagged 6 with worsening conditions — staffing ratings that dropped, turnover that spiked, or new deficiencies since the last engagement. These go at the top of the Monday list. Warm calls to people who already know you.

The Success Number

Before the system starts running, we agree on one number. Not a vague goal. A specific outcome the build has to hit in 90 days to earn the ongoing engagement.

Agreed Success Number
1 new facility contract from a situation-sourced call within 90 days. A single travel nurse placement bills $15-50K+ to the agency. The build is $9,500. One placement and the system has paid for itself.
System Scope

What gets built in weeks 3-4, then runs weekly for the rest of the engagement.

  • Data Source CMS Provider Data API. Federal data, free, updated regularly. Staffing ratings, turnover, RN hours, deficiency counts, ownership records.
  • Scoring Weighted by urgency: staffing rating, turnover severity, RN hours gap, deficiency count, ownership recency. Top scores surface first.
  • Delivery Monday morning email. Top 10 facilities, ranked. Each entry includes administrator contact, situation brief, and talk track built from the data.
  • Reactivation Past client list cross-referenced weekly against live CMS data. When a former client's situation worsens, you get the alert before anyone else calls them.
  • Feedback Loop You mark each entry: Called / Left VM / Meeting Booked / Not Interested. The scoring adjusts. The list gets sharper every week.
After the Diagnostic

If the data is there,
the system gets built.

The diagnostic tells us whether the public data supports your market. If it does, the system is built in two weeks and you start calling from the first Monday list. If it doesn't, we stop. You don't pay for a system that can't produce.

Your Market

Get a diagnostic for
your territory.

One call. I'll pull the data for your state and specialty before we talk so you can see what the system finds.

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