--Apple-Mail=_1ACD4996-5FCB-4720-8198-47FC07952F0F Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Roger, I forgot to attach the field coaching form. = Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Home Care Assistance=20 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: = 289-374-6366 www.homecareassistancemississauga.ca www.homecareassistanceoakville.ca www.homecareassistancewaterloo.ca www.homecareassistanceguelph.ca > On Jul 4, 2022, at 3:45 PM, Matt Vijayan = wrote: >=20 > Hello Roger, >=20 > I hope you had a great Canada Day Weekend! >=20 > HCL Scorecard > $48,505 revenue vs. Goal of $10,000 (Constance P, Gerard H). > 0 Start of Care vs goal of 3 > July Start of Care goal is 3 and revenue goal is $15K. >=20 > I want you to aim at 4 starts of care for July based on what we = discussed last week. >=20 > On a weekly basis, you are going to be evaluated on three parameters - = START OF CARE, YOUR CONTRIBUTION TO REVENUE & YOUR WEEKLY VISITS. >=20 > There are three actions will help your weekly goals! >=20 > PLANNING: Develop an agenda for the week by Monday morning (identify = target location/s and plan your drop ins). Input your planned visits on = your Google calendar (please see below for instructions). Remember your = face-to-face visit average with key decision makers/influencers should = be at a minimum of 5 per day.=20 > EXECUTION: Use pre-call planning document before every call. Research = the referral partner=E2=80=99s business prior to the call. Ask open = ended questions to uncover the GAP. Get into the habit of doing a post = call analysis.=20 > DOCUMENTATION: Ensure you input your daily call details to salesforce = before the end of day. > > Few other insights: > Montreal represents immense opportunity based on the relationship that = you have fostered for years. Focus on SAP accounts and target one-to-one = companionship start of care. Based on my analysis of your strength and = market potential, you have the opportunity to bring in at least one = Elephant and/or Turtle every week from July. > You had a great conversation with Jacinthe, Director of Care from Ora = Group Maurice; you even had an incremental close for companionship = business. This was possible because of you cold calling on this = facility. As discussed, I want you to be out in the field whether you = have an appointment or not. > You need to work towards getting comfortable with the systems, = salesforce and analytics portal. We had a good pipeline meeting with the = Montreal operations team. I want you to lead this meeting moving = forward. Please remember to do your pre-work prior to this meeting. For = the time being, we have decided have not participate in the daily huddle = and focus more in the field. > Understand the sales process and utilize your communic