------=_Part_2524_1044654515.1677082330571 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_2524_1044654515.1677082330571 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Lorena Ybarra, Ne= w Coaching Call Coaching Call Follow Up - 02/22/2023 was created on 2/22/20= 23, 8:12 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up - 02/22/2023= Owner: Matt Vijayan Coaching Call for= : Lorena Ybarra Office: Montreal HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: SOC Goa= l : 5 SOC MTD: 5 Reven= ue Goal: 20,000 Revenue MTD: $219= 51 Revenue Forecast: $25,000 Activity = Goal: 100 Activity MTD: 0 = Pipeline Health Actions: Lorena has already hit her target= for the month. Great work! She still has 5 opportunities in the pipeline. Closed Won Past Ant. Start+No Rev: Andre Farley, Mic= hel Beland, Monique Jacob, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): = 1)Gerontologis (GCM) - Weekly follow up for potential clients 2) Residence Quebec (stalled account) - reinstate the referral partner stat= us. Sign another contract. 3) Lakeshore Hospital (Pointe-Claire) - presentation to social workers (ger= iatric department) 4) Altomedic (potential a lot of 24/7 care) - be proactive with cases that = is referred, constantly following up 5) Selection West Island - Following up with the lead nurse; clients out of= hospital or respite care Action Items: C= opy Matt during the process of signing the contract (Groupe Maurice) Set up a PAC meeting. Send best practices notes to Tim, Matt and respective manager (Nikita M and= Sharon Speirs) General Insights + Information: Best Practices/Big and Small Wins (Referral Account Specific):=20 Manoir outremont: Multiple follow up calls to assistant GM and new Gm and = no response. Hospital Lasalle : Follow up with the director to see if we could be part o= f the referral list of resources or make a sponsorship in exchange of visib= ility in the hospital. They have a new meeting next week to discuss the pos= sibilities for us to work together. Place Kensington : Gm agrees to price and to refer us but doesn't want to s= ign an agreement. I told her that if I don't have anything in writing, at l= east an email, I would not work with her since this is an agreement which s= hows how serious we are and how we provide quality services and staff. I ha= ve made multiple follow up calls and emails to ask to be allowed to present= to the nursing staff our services and Client success manager Maria Licoudi= s. Will drop by directly this week. We have started getting referrals after= my last emails and follow up calls. Claire Webster: referred 2 new clients directly to me, Mrs Fata called for = her mother in lasalle, care might start in the following week. Waldorf: meeting with the whole team Gm, sales, care director, Care coordi= nator, RN brought them kosker cookies and we discussed how ope