------=_Part_21015_489747213.1733324411739 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_21015_489747213.1733324411739 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Sugashan Sivanesan, = New Coaching Call Sugas Sivanesan - 12/4/24 was created on 12/4/2024, 10= :00 AM . Please see the below fields: Coachi= ng Form Name: Sugas Sivanesan - 12/4/24 Owner: Denny Roebel Coaching Activity for: Sugashan = Sivanesan Office: Toronto HCL Prior Call Commitments Completed: No Pri= or Next Steps Incomplete: - 25 f2f activities prior to coaching - Partner in Care list - SLC -ACTION - gain a meeting with the activities department to speak abou= t MindFit and TimeSlips. General Insights + Informatio= n: - Coaching call was moved from Monday to Wednesday morning due = to only 17 F2F calls documented in SF Monday morning. This will serve as t= he final warning for missing F2F documentation. - Zero leads in the month of November. Missing Rev & SOC goal. Must achie= ve 5 leads by next coaching call in 2 weeks.=20 - Sales and GM partnering for pipeline management.=20 - Continue to develop a partners in care list. Keeping this list between sa= les and GM so that sales can directly refer. GM has started a weekly call = for sales and ops to review current clients for additional services.=20 - Reviewed the recent podcast about asking in deep questions. Biggest takea= way, keep out the head trash and practice digging in deeper with 3 deep que= stions.=20 - Cogir meeting this week - 7 properties coming and 2 regionals attending t= omorrow. Have 20-30 minutes to present. Connect with Timon today and set t= he agenda on what the 20-30 minutes look like.=20 - CIBC Wealth management - Firm up the meeting for the first week of Januar= y.=20 - Humber Heights - Follow up with this account. Currently have a client the= re. - Copernicus Lodge - Currently have a client here. Follow up with this refe= rral account. - SLC -ACTION - gain a meeting with the activities department to speak abou= t MindFit and TimeSlips. Schedule three timeslips/ mindfits by next coachi= ng sessions. Regional Director in attendance : true Operator in Attend= ance to call: Timon Page Topics Discussed= on Call? : Monthly REV and SOC Goal Documen= ted Activity SAP Accounts Time Management B= reaking into a New Account Action Items: See above SOC Goal : 3 SOC MTD: 0 Revenue Go= al: 17,500 Revenue MTD: $134 = Revenue Forecast: n/a Activity Goal: 105 Activity MTD: 6 AP -= MTD Leads #: 0 AP - MTD Opportunities #: 0 Coaching Call = Completion Date: 2024-12-04 Please review the link below= for more details : Coaching Call: https://homecarea= ssistance.my.salesforce.com/a29UH000000UqlxYAC ------=_Part_21015_489747213.1733324411739--