------=_Part_5231_829900893.1679515866014 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_5231_829900893.1679515866014 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Geoff McCallum, N= ew Coaching Call Coaching Call Follow Up - 03/22/2023 Geoff McCallum was cr= eated on 3/22/2023, 1:11 PM . Please see the below fields:= Coaching Call Name: Coaching Call Follow= Up - 03/22/2023 Geoff McCallum Owner: Matt Vijayan Coaching Call for: Geoff McCallum Off= ice: Toronto HCL Prior Call Commitments C= ompleted: true Prior Next Steps Incomplete: = = SOC Goal : 7= SOC MTD: 4 Revenue Goal: 25,000 Revenue MTD: $47,130 Revenue Forecast: $53,000 Activity Goal: 100 Activity MTD: 24 AP - MTD Leads #: 1 AP - MTD Oppo= rtunities #: 0 Pipeline Healt= h Actions: 15 leads and 9 opportunities. Trending to hit the targe= t of 7. Geoff is aiming for the stretch target at 8. Closed W= on Past Ant. Start+No Rev: Closed Won Start Date Up= coming: Aziz Alqatari, SAP Accounts Needi= ng Action (5): Follow up with Humber Heights situation - Matt to c= onnect with Diane Stein. The ball is in motion with the MSA being signed by= Matt Neal/Ashley Mirone. Work on improving the quality of leads from hospitals or refocus attention = to SLCs where the quality is better. Action Items:= Review the pipeline trend to understand the bottleneck with oppor= tunity to assessments.=20 Review referral momentum report to build the Q2 SAP. For example, Audrey Mi= ller, Elder Caring Inc should be in top SAP account. Book a meeting to go o= ver the status of ECI clients. Please connect with Jay Bradley on how to co= nduct such meeting. Jay is currently implementing such process with VCH. Update the weekly partnership report General Insig= hts + Information: Good trends coming out of hospital and rehab ce= ntres. Quality of leads need to improve significantly. Regional Director in attendance : false Operator in Attendance to call: Topics Discuss= ed on Call? : Monthly REV and SOC Goal;Documented Activity;SAP Accoun= ts;Toolkit Tools + Strategies Coaching Call= Completion Date: 3/22/2023, 1:11 PM Please revie= w the link below for more details : Coaching Call: h= ttps://homecareassistance.my.salesforce.com/a297V00000OdOxYQAV ------=_Part_5231_829900893.1679515866014--