--0000000000003b76cd05f7ab764a Content-Type: multipart/alternative; boundary="0000000000003b76cb05f7ab7649" --0000000000003b76cb05f7ab7649 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, I might be missing details. 1st week back after vacation can be a blurr. Have a good week-end! Beth [image: image.png] Weekly Report - March 20-24 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 Kitchener/Virtual 3 Tuesday Oakville 3+ Revera GTA luncheon (3 regionals + DHW=E2=80=99s) Wednesday Kitchener, Waterloo 14 Thursday Waterloo 8 Friday Milton 5 Revera southern ontario luncheon Saturday Sunday Totals GOAL Minimum 25 33+ Best Practices/Big and Small Wins (Referral Account Specific): - Highlight of the week was presenting at Wealth advisor=E2=80=99s event = for Essential Wealth. 30 of their clients attended. I was one of three speakers. Several clients spoke to me after. Classy event with violinis= t at a Steakhouse in a private room. - Tuesday and Friday Revera DHW-nurse managers lunch and learns arranged by Amanda. Every successful in building/expanding relationships at Revera=E2=80=99s. - University Gates and Silversherpa were both very happy with the staff sent to do the DOS-BSO documentation. UG asked to continue, they will n= ow pay, starting on Monday. A restraining order is being placed on the son = by UG so continuing to document is important to them. Also had meeting at U= G in retirement with sales trying to re-build the relationship to refer. - 1:1 referral from Highview. (Normally only staffing.) Had requested a few weeks ago for 1:1. Meeting with Katlynne was rescheduled by her. Meeting with her and Angela to discuss Medicallia report comment about staff not coming trained like they used too. Challenges/Concerns (Referral Account Specific) - Closed cluster care at YW for now. They did give us a 2day/wk 4 hour 1:1 but we declined due to needle use, unsafe work for CG. - Last week (was on vacation) there was an emerg shift request for Riverside Glen, 1st shift request since last fall, before that was May 2022. June was woken up and didn=E2=80=99t take name. Was told she was= dealing with another bigger situation. don=E2=80=99t have many CG that work in = that area so it=E2=80=99s difficult to staff but wasn=E2=80=99t confident that it = was attempted to fill. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 8 5 in SF expecting 9+by end of month Revenue $45,035 General Insights/Observations: - Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Harold Moran Chris Luther Village Assessment completed on Firdya, moving forward Nellie 1:1 resident Highview Angel Duncan Started Friday Betty Acheson UG restarting DOS-BSO Starting Monday --=20 Beth Sparrow Home Care Liaison / Business Development