--00000000000071033605eff929cc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - December 12th - 18th Beth Sparrow-Waterloo Canada Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Virtual 1 Tuesday Waterloo 2 Wednesday Kitchener, Waterloo 6 Thursday Cancellations-weather 2 1 Chartwell Westmount Friday Cambridge & Waterloo 14 Saturday Sunday Totals GOAL Minimum 25 25 Best Practices/Big and Small Wins (Referral Account Specific): - Had a great meeting with Nicky from Essential Wealth group at her office in Kitchener. (Meet her at the Estate Planning Council.) Gave brochures= , and sales pitch. She asked me to present in March on the pressures on Wo= men caring for their parents. Challenges/Concerns (Referral Account Specific) - Service failures. Called Tim to discuss, and we had a great conversation. Expressed concern about reputational risk. Reassured about tightening quality assurance. I can manage expectations. Helpful as I = am planning Q1 - Outbreaks. Several SLC went into outbreak this week, cancelling walk-in plans and changing Christmas Delivery plan to clients living in SLC. Luthervillage, Chartwell Elmira, Parkwood, University Gates LTC & RR. Hygate,Chartwell Queen=E2=80=99s Square, Chartwell TOTS. Also, meetings = at Seasons & The Westhill still pending as they remain in Outbreak and Winston Park= . Visiting Client at Grand River was also cancelled due to a new hospital Outbreak. - Concerned about the Mileage change in January, has the Concur issue for payment to Canadians been resolved yet before this change? - Q4 SAP, can=E2=80=99t edit. The ticket is pending, Aaron needs to look i= nto this further. - Why is revenue so low in AP? (Staffing in Community Living Cambridge alone should be much higher.) Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 5 3 Revenue 15,000 $1,380 General Insights/Observations: - Expenses, is there a different deadline this month to submit by? - Missed new SOC at Mercer Site, Community Living Cambridge due to after-hours not having in Clear Care and didn=E2=80=99t know how to add.= Lost Lead from Pinehaven, SOC at University Gates didn=E2=80=99t continue due to s= cheduling miscommunication. Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Chris Lightborne Chartwell Westmount Family looking into Affordability, (likely can=E2=80=99t.) Jason MacFarlane Revera Granite Landing Haven=E2=80=99t called us yet, Referral Lynsday is following up with them n= ext week and I have a meeting with her. Sales activity planned and entered in Google calendar for the following Week: yes/no Have a spreadsheet of Christmas card walk-ins for the week, but need to update it again due to Outbreaks, just blocked the time in Google Calendar, need to re-route. Notes for Coaching Call: - Barbara Block