--00000000000096fdf805f6e6e671 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you. *Sola Feyisitan Bpharm, Mph* Home Care Liaison sola.feyisitan@thekey.com M: 403-305-3925 W: 403-301-3777 *TheKey.com* [image: TheKey] On Tue, Mar 14, 2023 at 10:06=E2=80=AFAM Matt Vijayan = wrote: > *=EF=BB=BF*Hello Sola Feyisitan, > > > New Coaching Call Coaching Call Follow Up - 03/14/2023 Sola Feyisitan was > created on 3/14/2023, 9:06 AM . > > > Please see the below fields: > > > *Coaching Call Name:* Coaching Call Follow Up - 03/14/2023 Sola Feyisitan > > *Owner: *Matt Vijayan > > *Coaching Call for:* Sola Feyisitan > > *Office: *Calgary > > > *HCL Prior Call Commitments Completed: *false > > *Prior Next Steps Incomplete:* Penetrate Journey Club and Amica Expand > the work with WCB Alberta Health Services - Long-term strategy > > > *SOC Goal : *4 > > *SOC MTD: *0 > > *Revenue Goal: *15,000 > > *Revenue MTD: *$2000 > > *Revenue Forecast: *$10,000 > > *Activity Goal:* 100 > > *Activity MTD: *45 > > *AP - MTD Leads #:* 0 > > *AP - MTD Opportunities #: *0 > > > *Pipeline Health Actions: *0 SoC so far. Sola will be aggressively > connecting with Proactive Seniors and WCB to drum up leads. > > *Closed Won Past Ant. Start+No Rev: * > > *Closed Won Start Date Upcoming:* > > > *SAP Accounts Needing Action (5): *Proactive Seniors, Atria - Arbour > Lake/Canyon Creek Revera - Shalem WCB AHS > > > *Action Items: *Print out three flyers - satisfaction guarantee, white > paper and presentation topics WCB - any new leads? AHS - provide report t= o > operations and sales management by end of month. Proactive seniors - > connect with Dennis > > > *General Insights + Information: *Best Practices/Big and Small Wins > (Referral Account Specific): Chartwell, Colonel Belcher: Had a brief > meeting with Christine, the ED and had the opportunity to give a pitch on > what we do and the resident we are currently caring for in her community. > She confirmed the caregiver is doing a great job and would be willing to > have a meeting at a later time for collaboration. Proactive Seniors: trie= d > to meet with Kathy in the week to discuss the recent leads from her team, > minimum hours but no response to emails and calls. I will make all effort= s > to connect with her this week. Atria Canyon Meadows: joined the residents > in arts, crafts and painting. Using these opportunities to connect with t= he > decision makers and residents, helping to fill the gap and being the > solution provider when the need arises. Chartwell Royal Park: had a meeti= ng > with Katharine, the sales Manager on collaborating with Chartwell for > future events, she was willing to have the brochures and give it out duri= ng > sales events. I=E2=80=99m trying to connect with the ED to further explor= e a > partnership with the community. Grand Seton Village: met the community > manager who is interested in collaboration, have set events often and be > the solution provider