Hello Lorena Ybarra,
New Coaching Call Coaching Call Follow Up 01/23/2023 was created on 1/24/2023, 7:26 AM .
Please see the below fields:
Coaching Call Name: Coaching Call Follow Up 01/23/2023
Owner: Matt Vijayan
Coaching Call for: Lorena Ybarra
Office: Montreal
HCL Prior Call Commitments Completed: true
Prior Next Steps Incomplete:
Activity Goal: 100
Activity MTD: 47
SOC Goal: 4
SOC MTD: 3
Revenue Goal: $15,000
Revenue MTD: $42,840
Revenue Forecast:
Pipeline Health Actions: Healthy pipeline. Lorena is going to hit her SoC target again for the second month.
Closed Won Past Ant. Start+No Rev: Mr. Pizem, Thi Suong Nguyen, Joseph Pagnotta,
Closed Won Start Date Upcoming:
SAP Accounts Needing Action (5): 1) Gerontologis (GCM) - Weekly follow up for potential clients
2) Residence Quebec (stalled account) - reinstate the referral partner status. Sign another contract.
3) Lakeshore Hospital (Pointe-Claire) - presentation to social workers (geriatric department)
4) Altomedic (potential a lot of 24/7 care) - be proactive with cases that is referred, constantly following up
5) Selection West Island - Following up with the lead nurse; clients out of hospital or respite care
Action Items: Work with Roger to maximize SoC in Montreal (Selection Laval)
Matt to send talking points for the meeting with Sylvia from Place Kensington
General Insights + Information:
Operator in Attendance to call:
Completed by: MattVijayan
Coaching Call Completion Date: January 24, 2023
Please review the link below for more details :
Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhHW8QAN