--0000000000002931cb05ef314289 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Forgot to copy Ashley, Jackie and Tim. Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.com [image: TheKey] On Tue, Dec 6, 2022 at 6:34 PM Matt Vijayan wrote: > Hi Amanda, > > Good work on hitting your goal in November. You need to focus on > building the top of the funnel numbers (currently only 1 lead). I would > like to see at least 2 new referral accounts in GTA west by the end of th= is > month. > > Forecast toward Monthly Goal: > > =C2=B7 Monthly revenue goal: $10,000 > > =C2=B7 Month to date revenue: $2,962 > > =C2=B7 Estimated Monthly Revenue:>10,000 > > =C2=B7 Monthly Start of Care Goal: 4 (modified) > > =C2=B7 Actual Start of Care: 2 > > =C2=B7 Monthly activity goal: 100 > > =C2=B7 Actual activity: 20 (SAP needs to be updated) > > > Action plan for Sales Team Member: > > Tremendous opportunity to leverage preferred partnership with Schlegel > Properties (LOW HANGING FRUIT - 3 Starts for you with added revenue) > > > 1. Jefferdie and AGM (from Erin Mills Lodge on BSO staffing and PSW > shifts > 2. Simi Kaur and Sujeeva (Sujeeva.Muthulingam@schlegelvillages.com) > for companionship and staffing shifts in December. > 3. New scheduler (replacing Aparna) and DoC from Tansley woods LTC. > > Review staffing shifts with Credit River, Delmanor, Revera The Kensington > (we have an existing contract). > > Connect with Bayshore and other pre-qualified home health agencies to tal= k > about overflow opportunities and partnership > > Update Google calendar and Salesforce as per HCL playbook. > > > > Account advancements & other Breakthroughs: > > > > - > > Met with Oakville Estates Executive Director and Sales. This new build > has lots of opportunity for their waitlists as they have a MC and AL > waitlist. Said they would send out an email to encourage people to use= our > services. Will also have HCL host an event where she can talk about th= e > services and have a conversation about brain health. Will also invite > prospects to this as well. > - > > Was able to sponsor the entertainment for The Williamsburg Christmas > Bazaar on the weekend where there were lots of families in attendance = in > which HCL could give out her information > - > > Met with Credit River Retirement and Delmanor Glen Abbey who both want > staffing agreements sent over. Price to be quoted between $35 and $38, > based on competitive pressure. > > > > > Challenges / Concerns: > > > > > - > > Everyone is incredibly busy with December upcoming and they are not as > responsive to meetings or drop in meetings. > - > > Still having issues getting in with certain referral partners. Finding > creative ways to connect and finding connections > > > > Pipeline Health: > > =C2=B7 Pipeline is dry. Focus on Behaviour Supports Ontario (BSO) in Schl= egel > villages LTC, staffing suppo