--0000000000008865e705ef3d96e9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim, I appreciate your help! On Wed, Dec 7, 2022 at 8:56 AM Timothy Thomas wrote: > Hi Lorena, > > I'm happy to connect with you today on this. I'm ok discounting our > housekeeping so that we can pick up their PAB business. Keep in mind > housekeeping is difficult to staff, so I don't want to over promise here. > > Talk soon, > Tim > > On Tue, Dec 6, 2022 at 7:51 PM Lorena Ybarra > wrote: > >> Fantastic thank you so much! I will review all of this. I had a >> wonderful productive day. I would need your help concerning some challen= ges >> not with prospective SLC accounts but with recruitment of staff . Select= ion >> Tours Angrignon is ready to sign a staffing contract with us but they ar= e >> using staff renters and they charge 30$ per hour for housekeeping, if we >> could work this out we will get also to staff for their missing PABS, an= d >> it could be a good way into other Selection buildings. >> >> Jazz newman is a brand new residence in lasalle also are interested in >> signing a staffing contract with us and refer us clients for home care >> services. >> >> On Tue, Dec 6, 2022 at 3:10 PM Matt Vijayan wrote: >> >>> Hi Lorena, >>> >>> Excellent work of getting your first SoC in December and another on >>> its way (just approved a marketer credit request). Your goal is set at = 3 >>> for your first month and I am confident you are going to crush it. >>> >>> Forecast toward Monthly Goal: >>> >>> =C2=B7 Monthly revenue goal: $10,000 >>> >>> =C2=B7 Month to date revenue: $472 >>> >>> =C2=B7 Estimated Monthly Revenue:>10,000 >>> >>> =C2=B7 Monthly Start of Care Goal: 3 (modified) >>> >>> =C2=B7 Actual Start of Care: 1 >>> >>> =C2=B7 Monthly activity goal: 100 >>> >>> =C2=B7 Actual activity: 15 (SAP needs to be updated) >>> >>> >>> Action plan for Sales Team Member: >>> >>> As a high-priority, please order your business cards utilizing a local >>> printer. >>> >>> Review HCL playbook >>> >>> Update Google calendar with your drop in and appointments (planning >>> exercise) >>> >>> Document your calls and "related contacts" in Salesforce. Mark it as >>> Face to Face for appropriate calls. >>> >>> Focus on high-end SLC for companionship and staffing business - Place >>> Kensington, Group Maurice, Chartwell, Sunrise etc. >>> >>> Utilize momentum reports to analyze your declining and inactive account= s >>> - we will revisit this report in our next coaching call >>> >>> Work in collaboration with Roger Chalut >>> >>> >>> Account advancements & other Breakthroughs: >>> >>> >>> >>> Great work in working with Gerontolgis alongside Tim and Operations tea= m >>> in getting a lead. >>> >>> You connected with Access Residence with a goal to start a partnership >>> program (Francine Couillerez) >>> >>> Excellent collaborative programs in play at Sunrise DDO and furthering >>> opportunities with Beaconsfield and Foutaineblue. Companio