--000000000000e1e2b505ebdfb2c4 Content-Type: text/plain; charset="UTF-8" Hi Amanda, good work here and sky's the limit in GTA West! Best Practices / Wins / Tools Asked for: - *Excellent ridealong with Amanda - great incremental closing with Heritage Place, Oakville Estates and Appleby Place. * - Amanda has activated new referral clients such as charterbility, connecting the dots, Revera Bough Beeches - Amanda had 11 leads, 9 opportunities and 4 starts (potentially 5) in October. - Leads from last week LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Rita (Burlington) Elephant CFS Financial Services Hans will be connecting us through email. Ruth Craft (Milton) Cheetah Churchill Place Taylor reaching out on Thursday Arthur Benthan Elephant Churchill Place Might do respite at Churchill PLace but there might not be avail. Challenges / Concerns: - Low prospect to client conversion rate (26%) due to lower conversion to assessments. Amanda to connect with the care solutions team to understand three potential clients that could have converted to Starts - Need to be sure we can perform with caregivers and companions that are dementia trained with our enhanced dementia training, however, how can we be sure they took in the information from the training and will really work with clients following what they learned. - Also, requests for caregivers to be Gentle Persuasive Approach trained as well, need to be sure we have caregivers GPA trained. @Timothy Thomas - SLCs are still getting pressure from their head offices to not use staffing externally - Having trouble getting into the hospitals. Will use Origins pharmacy as an in for the hospital. - Also opportunity to create bags that Origins gives out upon hospital discharges to seniors with goodies and our information in it in which they put the discharge medications in. Forecast toward Monthly Goals: - This Month's Goal: $100 - Currently at: $15,232 - Forecast: $20,037 - MTD Activity Goal: 100 - MTD Activity Completed: 61 - SOC Goal: 1 - SOC Current: 4 Pipeline Health: - *Good flow of leads and lower conversion. Amanda to take the leadership in connecting with the family/POAs.* General Insights / Observations: - Oakville is the high networth capital of Canada. Huge potential with smart work. - Amanda is diligent in connecting with key decision makers/influencers in SLCs and within referral sources. - - Attending community events is a great way to organically meet with referral partners - Look at joining more networking meetings to connect with different types of referral partners - Could be an area of opportunity to provide coffee for the senior groups in Halton like Probus and other small groups as they are all seniors Next Steps for HCL: - *Stay focused with SAP accounts.* - *Follow up with the Operations team on the leads conversion to assessment. * - *Ensure SLI reports are filled up as and when required (Sunrise of Oakville)* Next Steps for Manager: - *Help consolidate Sunrise Mississauga/Erin