Hello Sola Feyisitan, New Coaching Call Follow up - Sola Feyisitan was created on 1/11/2023, 9:26 AM . Please see the below fields: Coaching Call Name: Follow up - Sola Feyisitan Owner: Matt Vijayan Coaching Call for: Sola Feyisitan Office: Calgary HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Activity Goal: 100 Activity MTD: 23 SOC Goal: 2 SOC MTD: 0 Revenue Goal: $1,000 Revenue MTD: $250 Revenue Forecast: Pipeline Health Actions: 3 Opportunities from Proactive Seniors and Atria Retirement. Sola should be able to hit her target for SoC in January 2023. Closed Won Past Ant. Start+No Rev: Aline Godin, Andrew Aiken, Carol Peterson, Donald and Laura Williams, Gordon and Laura Williams (LHIN), Gordon Williams, Jean Sparks, Patricia Greguol, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Proactive Seniors - connecting with Kathy and Judy on a regular basis. Lunch & Learn to be organized shortly Shalem Retirement - Susan and Dorothy are the main contact. Agreement is already in placement. Arbour Lake (Atria) Retirement - Meeting with Derrick and Deidre. Canyon Meadows (Atria) retirement - Maggie Fox and Bradley are the primary contacts. Sola to meet with them for signing an agreement. Chartwell Royal Park - Meeting with Wellness Manager - final objective is to sign an agreement. Requires engagement activities. Action Items: Evaluate whether partnership with 3M is feasible and communicate back to Matt Connect with Chuck in terms of penetrating into Alberta Health Services (AHS) and arrive at few tactics. Plan a Professional Advisory Meeting (PAC) in February with key trusted advisors Follow up on the agreement with Atria retirement. General Insights + Information: AHS Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 11, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhEwiQAF