--Apple-Mail-A3488541-FCFE-45B9-AF0E-A5372152D85C Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Thank you Matt, I will work on all the noted points. Always looking to get b= etter at it. Have a great day. Regards. > --=20 > Sola Feyisitan Bpharm, Mph > Home Care Liaison=20 > =20 > sola.feyisitan@thekey.com > M: 403-305-3925 > W: 403-301-3777 > TheKey.com >=20 > On Dec 15, 2022, at 5:04 PM, Matt Vijayan wrote: >=20 > =EF=BB=BF > Hi Sola, >=20 > Great to see that in your first month, you will be at 2 Starts of Care. Th= ank you for connecting with Kathy from Proactive Seniors and would like you t= o maintain a monthly meeting to discuss all clients that we are serving curr= ently. I have attached an example from Deanne Belcher from the US who active= ly follows up with her referral partners; please use the same format to conn= ect with this Silver account. I would like to see two NEW active referral so= urces in your bronze or silver buckets by the end of January 2023 and 6 refe= rral accounts by the end of Q1 2023. Currently you have 4 active accounts (2= bronze and 2 silver). Focus your weekly activities on declining and stalled= accounts (WCB, Community Calgary etc). >=20 > Forecast toward Monthly Goal: > =C2=B7 Monthly revenue goal: $100 > =C2=B7 Month to date revenue: $2,250 > =C2=B7 Estimated Monthly Revenue:>$5,000 > =C2=B7 Monthly Start of Care Goal: 1 > =C2=B7 Actual Start of Care: 1 (+1 to start this week) > =C2=B7 Monthly activity goal: 100 > =C2=B7 Actual activity:29 (SalesForce Dashboard - you should be at 50 F2F c= alls by now) >=20 > Action plan for Sales Team Member: > Leverage staffing brochure with key SLCs (produced by Nikita) > Go through Blue accounts and prioritize accounts who were targeted by your= predecessor in SAP. I will introduce you to a few of the following key acco= unts to kick start your relationships. > The Edward (Heather Colingridge, Sales and Manjeet Sangha, Wellness Naviga= tor; attended the PAC networking meeting in summer) > Pinnacle Group (Paul Klassen, CEO, attended the PAC meeting) > The Manor Village=20 > Life Centers (Michelle Carew, Administrator, Marguerite Nelson, Lifestyle M= arketing Professional) > Garrison Green - Manor Village, close to Calgary office > Rocky Ridge > Fish Creek Park > Varsity > Huntington Hills Calgary > Grand Seton Calgary > Shalem Society for Senior Citizens care (Susan Pellan, Resident Life Admin= istrator) > Verve Senior Living (Valley Ridge Lodge, Lake Bonavista Village) > Nakay Health (Geriatric Care Managers) > Complete your SAP by the end of day, the 23rd of December > Good progress with Google calendar planning and continue improving on this= front=20 > Start doing research on how to infiltrate Self & Family Managed Care (Albe= rta Health Services) > Connect with Matt prior to any crucial meeting with strong referral partne= r; the purpose is to brainstorm and fine tune messaging based on the case sc= enario >=20 > Account advanceme