------=_Part_8019_1681739299.1676996834102 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_8019_1681739299.1676996834102 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Sola Feyisitan, N= ew Coaching Call Coaching Call Follow Up 02/21/2023 Sola Feyisitan was crea= ted on 2/21/2023, 8:27 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow U= p 02/21/2023 Sola Feyisitan Owner: Matt Vijayan Coaching Call for: Sola Feyisitan Office:= Calgary HCL Prior Call Commitments Compl= eted: true Prior Next Steps Incomplete: SOC Goal : 3 SOC MTD: = 4 Revenue Goal: 10,000 Revenue MTD: $8834 Revenue Forecast: $1000= 0 Activity Goal: 100 Activity MTD: 55 Pipeline Health Actions: Looks v= ery impressive. Sola to complete 5 SoC in February, 2 over her target of 3.= Closed Won Past Ant. Start+No Rev: Dick Robinson, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Chartwell (Greater Calgary) Proactive Senior Journey Club Amica (Aspen - IL and Britannica - IL/AL) United Action Items: Continue working wit= h Atria Retirement Penetrate Journey Club and Amica Expand the work with WCB Alberta Health Services - Long-term strategy Gener= al Insights + Information: Best Practices/Big and Small Wins (Refe= rral Account Specific):=20 Atria Canyon Meadows: Had a meeting with Sonja and Maggie, scheduled a mont= hly activity to help us have a strong presence in the community. First even= t would be in March and also to send in a summary sheet of our offers which= would be included in a periodic newsletter for residents. Good Companions 50+: Spent Valentine's day with seniors playing bingo, had = a warm introduction to all members present and restated our commitment to s= erve seniors. Atria Arbour Lake: Had a meeting with Georgette, she's the regional head fr= om AHS and represents Paramed in the building. She gave a clear outline of = what the government offers and all the opportunities available for us, stat= ed reasons why they advise residents to move to long term care and how to i= dentify residents' needs. Chartwell Colonel Belcher: Made a visit to the community to meet with the d= irector of wellness but couldn't reach her. Sent her an email and expect to= get a response soon. We have had few leads from this community and it woul= d be great to expand the reach. Shalem Haven: Met with Michelle who is the director of wellness and she cou= ld not have an extensive discussion with me and we rescheduled for the comi= ng week. Looking forward to making the most of opportunities in her communi= ty. Proactive Seniors: Weekly reach out to Kathy and her team on current leads = and requested that she do a warm introduction to meet the new member on the= team -Christina. Hopefully I should meet Christina in the new week aa she = has been sending most of the leads to us since her joining this month. Challenges/Concerns (Referral Account Specific) Many times, it