--0000000000004f4d6605f217c2bb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, I'm off tomorrow, sending this today. I have the estate planners event tonight. I am leaving directly after and will not have an opportunity to update Salesforce before monday. I am planning to send you and Tim and email about my concerns about delaying rebranding, in hope that might be helpful? Have a good week-end, Beth Weekly Report - January 9-12 (Friday PTO) 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 3 Tuesday Cambridge/Waterloo 6 Wednesday Waterloo 5 Thursday Kitchener, Virtual 12+ Friday PTO Saturday Sunday Totals GOAL Minimum 25 26+ Best Practices/Big and Small Wins (Referral Account Specific): - Confirmed Presentation at The Court on Laurelwood on Sat Feb 4th 2pm. They will blast an email to all the families to invite them. Goal is to pilot cluster care at this Retirement Residence. - Had a great introduction meeting with an ADOC at Sunnyside LTC. Was invited back to bring brochures, and talked about new transitional fundi= ng from LHIN & 1:1 support for Private care. - Had another follow up meeting with Shenka from YW, included Allison to discuss a possible Cluster care for up to 12 residents who need PSW & homemaking support while waiting from LHIN services to start. 1-2 PSW 7 days a week. Challenges/Concerns (Referral Account Specific) - Cross branding confusion. Would like to move forward with 1 brand. - Fairview, Breann didn=E2=80=99t attend a virtual meeting. This meeting t= ook couple of months to book. - Dealing with Staffing concerns at North Lodge. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 6 2 Revenue 20,000 6,076 General Insights/Observations: - Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Martha Leibbranddt Chartwell Westmount Assessment completed. Apt Escorting, Jan 17 YW Cluster care 1-2 PSW/7days Sheneka-YW Sheneka is meeting with Blockline team to create a list of residents and their needs. Once provide will look into a schedule. --=20 Beth Sparrow Home Care Liaison / Business Development *Please note my email has changed:* beth.sparrow@TheKey.com (226) 771-9243 Direct (519) 954-2111 Office 24/7 coverage TheKey.com [image: TheKey] --0000000000004f4d6605f217c2bb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, I'm off tomorrow, sending = this today.=C2=A0=C2=A0 I have the estate planners= event tonight. I am leaving directly after and will not have an opportunit= y=C2=A0to update Salesforce before monday.=C2=A0 I= am planning to send you and Tim and email about my concerns about delaying= rebranding, in hope that might be=C2=A0helpful? H= ave a good week-end, Beth Weekly Report - January 9-12 (Friday PTO) <sp= an