2022-08-05_nicole.steve_08_07 N.S.E. Calgary Weekly Report .docx

Weekly Report - August 7th N.S.E. Calgary

Activity

Best Practices/Big and Small Wins (Referral Account Specific):

Wendy from Nakay Health (GCM) pending her response in attendance August 2nd at Grand Seton / her slides

4 leads this week - one personal network, 2 Shalem, 1 Kathy ProActive Seniors

In Kerby Centre newsletter plans; golf tournie on the 18th details finalized

Kathy Proactive Seniors account (GCM) gave referral from daughter Jill who lives in Alaska for her mom in Walden Heights (IL community).

Jacqueline from Grand Seton (SLC) on calendar for August 30th @ 11am presentation

HUGE: Rob Shea with Age Care VP in corp. office chat Friday morning went well and encouraged me to approach their ED’s with what we have to offer as they each have independent decision making for their SLCs.

Most SLC TRACKER preferred partnership forms filled and sent over to ops.

WINS: Referrals from both ProActive Seniors and Jessica Tsang (GCM) this week with assessments booked!

Challenges/Concerns (Referral Account Specific)

*CONTINUED* Pending further conversations ProActive continues

Kathy was asking about certain client’s she doesn’t think she has been recognized/compensated for, could this be why she has maybe been referring to us less over the past 6 months?

Forecast toward Monthly Goal:

General Insights/Observations:

Still cannot access permissions for many accounts on Salesforce

The above report RE:revenue SoC figures inaccessible

Lost leads due to hour minimums… The assessment done at Chartwell Harbours for Diana Gray primarily would have been a great client to take on by end of this week but Care Manager would not budge on hour minimums, so we lost them… for now.

Potential Prospects and Animal Kingdom

Sales activity planned and entered in Google calendar for the following Week:         By end of Sunday.

Weekly Activity | Weekly Activity | Results

Day | City / Area Visited | # of Facilities/GCM’s//Trusted Advisors visits or virtual calls | # of Key Decision makers met | Potential leads

Monday | Stat Holiday | 0 | 0 | 0

Tuesday | Calgary SE Grand Seton Prezzie, Journey Club & SHCHospital | 3 | 35 attendees | 2-4

Wednesday | Calgary TRAINING ALL DAY & F2F Jessica Tsangre: referral | 3 | 3 | 1

Thursday | NE @ Chartwell Harbours & then 
consult w/ Shawntel | 5 | 3 | 2

Friday | SW/Beltline | 5 | 2 | 0

Saturday | Calgary Barb @ Grand Seton - book assessment w/ Shawntel | 1 | 1 | 1

Sunday

Totals | 32 | 4

GOAL | Minimum 25

Goal | Currently at | Forecast

Start of Care | 0 | $904 | 2

Revenue | 3 | $904 | $10,000

LEAD NAME/CITY | ANIMAL KINGDOM | SOURCE OF REFERRAL | NEXT STEPS

Barb Alexander | Turtle | Nicole | Consultation

Elly Storimans | Turtle | Nicole | Consult booked

Dianna Gray | Bee/turtle | Nicole & Jessica Tsang | Consult completed

“Mom” of Jill @ Walden Heights | Turtle | ProActive Seniors | In Process of booking consult/daughter in Alaska