--0000000000003b5a4e05f01c37c9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable https://docs.google.com/document/d/1HyrjRlsp5AcxiJT-QCU2E81Dd62AJ8ln5_T82mB= FqjY/edit Montreal Weekly Report - first day of the week =E2=80=9C12/12/2022=E2=80=9D Lorena Ybarra Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Montreal 6 6 Tuesday Montreal 10 6 Wednesday Montreal 5 4 Thursday Montreal 5 5 Friday Montreal 5 4 Saturday Sunday Totals 31 25 GOAL Minimum 25 Best Practices/Big and Small Wins (Referral Account Specific): 2 new clients referred by Gerontologis Residence Quebec Contacted the agency president and sent her an email with the contract in french and explained why she should work with us and how I would love to continue collaborating with them since I=E2=80=99ve worked with many of her= agents before. I had also called Nora Strang and Nora Fagen who helped me get a quicker response from Genevieve. I got a very positive response from Genevieve and Nathalie Perrault, the director. I see this partnership as a great opportunity. Steve Besner Seniors Choice , I approached Steve Besner and presented him our preferred partnership We agreed to meet next Wednesday to discuss more in detail but he seems interested. This could be a great opportunity to approach clients that are already in Place Kensington, his mother lives there. Or clients in the west Island. Selection Graham : Met with Serge, he=E2=80=99s the rental advisor/ admini= strator since the director is taking care of two residences. They are having a lot of issues with staffing. A contract was sent but I'm under the impression Selection is pushing the directors not to sign a contract with us and to exclusively use Amika. I will follow up on this. Since Selection Lasalle was supposed to sign a contract as well and I got an email saying they aren=E2=80=99t allowed to use us. Challenges/Concerns (Referral Account Specific) Selection wants to exclusively use Amika agency, my way around it I have been meeting care directors and asking them how satisfied they are with Amika and most of them are telling me they are using other agencies as it is too hard for them to staff. I asked two of the care directors to refer us to the other care directors of the group and say how satisfied they are with our services. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 3 5 3 Revenue General Insights/Observations: Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Mrs Kavinsky aunt of Rochelle elephant Gerontologis Diane Carriere waiting for date of hospital discharge and assessment Mrs Rachel Lalumiere cheetah Altomedic starting care on 12/19/2022 Roy and Beatrice Gillings elephant Golden Homecare pending assessment Sales activity planned and entered in Google calendar for the following Week: YES NO -