May HCL Lookback Report - Calgary

From
Matt Vijayan <mvijayan@homecareassistance.com>
To
Nicole St Eve <nicole.steve@homecareassistance.com>
CC
Sales Leadership Team <salesleadership@homecareassistance.com>, Chuck Terlesky <cterlesky@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
2022-06-27 07:53:13
Folder
INBOX
--Apple-Mail=_EA4DA935-FE1E-4B02-91E7-08A7A72BE2F3 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=us-ascii Good morning Nicole, Below is your May HCL Lookback report. Three things to Know: Client starts for May finished at 3 and surpassed the monthly SoC goal = by 2 Revenue finished at $2.1K for May and surpassed your monthly revenue = goal by $2K T+E leads are down by -1 vs prior month at 5. Focus on referral partners = where you have higher probability of success with Turtles and Elephants. = =20 Please ensure that you are clicking on the appropriate fields (F2F = Meeting, Virtual Meeting, or Meeting on the referral accounts) in the = activity section. The goal for May was 110 and there were only 16 = activities recorded in the month of May. 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 --Apple-Mail=_EA4DA935-FE1E-4B02-91E7-08A7A72BE2F3 Content-Type: multipart/related; type="text/html"; boundary="Apple-Mail=_A52DA1A8-4B20-4A78-A70D-9792A4E59444" --Apple-Mail=_A52DA1A8-4B20-4A78-A70D-9792A4E59444 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=us-ascii Good = morning Nicole, Below is your = May&nbsp;HCL&nbsp;Lookback&nbsp;report. Three things = to Know: Client starts for May finished at = 3 and surpassed the monthly SoC goal by 2 Revenue finished at $2.1K for May and surpassed your = monthly&nbsp;revenue goal by $2K T+E leads = are down by -1 vs prior month at 5. Focus on referral partners where you = have higher probability of success with Turtles and Elephants. = &nbsp; Please ensure that you = are clicking on the appropriate fields (F2F Meeting, Virtual Meeting, or = Meeting on the referral accounts) in the activity section. The goal for = May was 110 and there were only 16 activities recorded in the month of = May. " alt=3D"image.png" class=3D"Apple-web-attachment = Apple-edge-to-edge-visual-media" style=3D"margin: 0px -3px; opacity: 1;" = apple-inline=3D"yes" src=3D"cid:ii_l4r6r4us1"> Best Regards, <br = style=3D"font-family: Helvetica; font-style: normal; font-varian

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