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Business Development Command Outreach & Account Tracking System
MNA Healthcare BD & Sales Operations

Outreach & Pipeline Command Dashboard

Real-time tracking of active facility opportunities, CFO credit verifications, sent email logs from Outlook (`OutlookMNAsent.pst`), and weekly state focus priorities.

4 Hot Deals Rose Manor, Pine Crest, Fletcher, Tsali
2 CFO Approvals Pine Crest (3-Cap) & Fletcher (1-Cap)
60 Emails Sent in July 2026 Export
3 Focus States Maryland, North Dakota, Wisconsin
Active Pipeline

Hot Deals & Warm Accounts

Key facility opportunities with direct leadership contacts, rate sheets sent, credit approvals, or candidate submissions ready to close.

Rose Manor Health & Rehab

Immediate Need
Location: Durham, NC (August Healthcare)
Primary Contact: Victoria (DON / Administrator)
Status: Warm account. Pressing LPN need. Proposed rates: RN $78/hr | LPN $63/hr | CNA $49/hr.
Candidate Match: 12-yr compact Travel LPN ready for ASAP start.
👉 Call Victoria to finalize agreement & submit LPN candidate

Pine Crest Health & Rehab

Credit Approved (3-Cap)
Location: Charlotte, NC (CARE Mgmt Co.)
Primary Contact: Raphael Jackson (Admin) | (704) 519-2400
Status: Diane won Raphael on phone. Goal to reduce agency but agreed to receive MNA overview as flexible backup resource.
Credit Rating: CFO Aldo Rodriguez approved 3-Traveler Cap.
👉 Call Raphael to confirm receipt & set backup rate sheet

Fletcher Rehab & Healthcare

Credit Approved (1-Cap)
Location: Fletcher, NC (YAD Healthcare)
Primary Contact: Crystal Buckner (ADON) | (828) 654-9060
Status: Crystal passed MNA overview & rate sheet to leadership. One-pager sent July 21.
Credit Rating: CFO Aldo Rodriguez approved 1-Traveler Cap.
👉 Follow up with Crystal on executive leadership decision

Tsali Care Center

Follow-Up Sent
Location: Cherokee, NC (Cherokee Hospital)
Primary Contact: Janet Medford (Director)
Status: Spoke with Janet July 22 after first email hit security. Re-sent introduction & one-pager with stripped links.
Next Step: Gather shift patterns to issue custom rate sheet.
👉 Call Janet Medford to confirm shift pattern & issue rates

River Landing At Sandy Ridge

Reintroduction Prepared
Location: Sandy Ridge, NC
Primary Contact: Megan (Staffing Coordinator)
Status: Draft email prepared July 27 for Diane to connect clinician-to-clinician.
Pulse Link: Account #34281347-1235-1efe-971e-66a7b56694c2.
👉 Confirm Diane sent reintroduction email to Megan

Pleasant Facility (Jaylynn Dixson)

Ready to Submit
Location: Pleasant Facility
Primary Contact: Carol Hubble (Nursing Coordinator)
Status: Candidate Jaylynn Dixson marked "Ready to Submit" by Isabel July 22. Diane left detailed VM.
Action: Scheduled 9:00 AM call.
👉 Call Carol Hubble at 9:00 AM to verify submission
Weekly Execution

5-Day BD Action Plan

Structured Monday–Friday workflow for Jose Suarez. Interactive checkboxes save state locally in your browser.

Monday
Tuesday
Wednesday
Thursday
Friday
Outlook PST Export

Sent Email History Explorer

Filter and search across 60 recent sent emails extracted directly from `OutlookMNAsent.pst` (July 2026).

Sent Date Recipient Subject & Snippet Action
Outreach Standards

Approved MNA Email Templates

Copyable first-touch outreach and follow-up templates adhering to MNA compliance rules (Travel/Contract only, "Hello [Name]" opening, no per-diem/PRN).

1. Standard First-Touch Outreach (Facility Direct)

Use for non-MSP acute care hospitals and skilled nursing facilities.

Subject: Travel & Contract Staffing Support — [Facility Name] Hello [First Name], I hope this email finds you well. My name is Jose Suarez with MNA Healthcare. I'm reaching out to introduce MNA as a travel and contract nursing staffing partner for [Facility Name]. We support healthcare facilities with qualified, pre-vetted Travel RNs, LPNs, CNAs, and Allied Healthcare clinicians to cover census spikes, PTO, or hard-to-fill contract shifts. Quick highlights: • Travel & Contract staffing only (RN, LPN, CNA, Allied) • Direct coordination with your facility with transparent, competitive rates • Processes aligned to TJC standards (currently pursuing Joint Commission accreditation) If you have any current or upcoming contract coverage needs, I would welcome a brief conversation to introduce our team and share a facility-specific rate sheet. Thank you for your time and leadership. Warm regards, Jose Suarez Business Development Specialist | MNA Healthcare Office: (954) 488-3801 | jsuarez@mnahealthcare.com

2. Candidate Submission Pitch (Hot Needs / Rose Manor Style)

Use when a strong candidate is available for immediate contract start.

Subject: Following Up — Travel [Specialty/Role] Candidate Available for [Facility Name] Hello [First Name], I wanted to follow up on our previous conversation regarding staffing coverage at [Facility Name]. We currently have an experienced Travel [RN / LPN / CNA] who has just completed a assignment and is available for immediate placement. Candidate Summary: • [Number] years of healthcare experience with active [State / Compact] licensure • Extensive skilled nursing & rehab experience with strong references • Complete credentialing packet ready for immediate review Once a staffing agreement is in place, we can turn around their complete profile and arrange an interview within 24 hours. Please let me know if you would like me to send over our standard agreement and rate sheet for review. Warm regards, Jose Suarez Business Development Specialist | MNA Healthcare Office: (954) 488-3801 | jsuarez@mnahealthcare.com

MNA BD Operations Command

Ready to deploy or export to PDF for executive team review.

Compliance & Strategy Rules:

1. Travel and contract staffing only (never per-diem or PRN).

2. MNA email copy opens with "Hello [Name]", never "Hi".

3. State "currently pursuing Joint Commission accreditation" when requested.