Weekly Report-Waterloo Canada

From
Elizabeth Sparrow <beth.sparrow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>, salesleadership@thekey.com, Timothy Thomas <tt@thekey.com>, Elizabeth Sparrow <beth.sparrow@thekey.com>
Date
2022-11-11 14:45:59
Folder
INBOX
--0000000000003fbbef05ed372428 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - November 7-12th Beth Sparrow-Waterloo Canada Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Virtual Meetings 3 0 Tuesday Kitchener & Waterloo 11 1 Wednesday Kitchener 6 1 Thursday Kitchener 9+ 1 Friday Virtual meeting 1 Saturday Sunday Totals GOAL Minimum 25 30+ Best Practices/Big and Small Wins (Referral Account Specific): - HCCSS: 2 bigger meetings with Matt=E2=80=99s support. VP of Waterloo Reg= ion Karyn Lusden. Great insights were learned and she did a warm intro to 2n= d meeting with Isaac Behar to discuss Pre-Qualification Process for HCCSS provider which would open up Ontario. Warned long application process wi= th an abundance of paperwork and 3 year financial external audit. Was told internally HCA has an outstanding reputation. Isaac did warm intro emai= l to Nino Bailen who is currently away. - University Gates- Mended relationship with Wendy Miller LTC DOC who was frustrated by the cell phone issue because she couldn=E2=80=99t reach me= when they had an issue with BSO client/caregiver. Had a meeting with Kelly and We= ndy about other complex Case. They sent the recommendation to the court orde= red Silver Sherpa client director to hire us for 12-24hr. (Has not been arranged as of yet due to the complexity of the situation, CSM is aware = of the details for when they call.) The next morning Wendy called with another urgent BSO Client Thurs-Sun. The caregiver was in place that afternoon. - Winston Park-Extended staffing shifts for Covid Outbreak for the 3rd time. Received Referral lead from the same contract for Resident in independent living. CSM did the assessment signed the contract, care pla= n and caregiver started within hours for an evening overnight. - Cambridge Community Living-Odelia, Manager recapped positive experience with HCA, =E2=80=9Csaved them=E2=80=9D during Covid when 13 group homes = went into outbreak. Some staff went to the hospital, never recovered and didn=E2=80=99t retu= rn to work. Now they are staff. Discussed holiday coverage, her expectation i= s advanced booking would be experienced staff who worked there before or would do orientation ahead for new. informed team. Spoke VERY highly of = all the HCA staff she=E2=80=99s worked with. Discussed a few caregivers that= didn=E2=80=99t work in the past, why & prevention. I would send a follow-up email that she can forward to all the program managers for holiday staffing coverag= e. - Luther Village-DOC is currently doing the schedules, she has a full schedule booked until Jan. No known staffing needs. Long conversation wi= th Chris in sales. She said she recommends us almost weekly to prospects wh= o decide they want to remain in their homes. I asked her to remind them t= o tell us she referred them. Some of the =E2

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