Hello Lorena Ybarra, New Coaching Call Coaching Call - Lorena Ybarra was created on 1/16/2023, 7:59 AM . Please see the below fields: Coaching Call Name: Coaching Call - Lorena Ybarra Owner: Matt Vijayan Coaching Call for: Lorena Ybarra Office: Montreal HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Replicate the success with Selection to other SLCs and GCMs. Activity Goal: 100 Activity MTD: 39 SOC Goal: 4 SOC MTD: 1 Revenue Goal: $5,000 Revenue MTD: $5000 Revenue Forecast: Pipeline Health Actions: 2 opportunities, 2 closed- won. Lorena is going to hit her January target of 4. Closed Won Past Ant. Start+No Rev: Mr. Pizem, Thi Suong Nguyen, 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 status. Sign another contract. 3) Lakeshore Hospital (Pointe-Claire) - presentation to social workers (geriatric 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: Focus on CHSLD (Lachine) - need for staffing. Chateau Westmount and Place Kensington - rekindle the relationship General Insights + Information: Nova Sante: Meeting with Nurse director Dominique Gohier, has started referring a client, will meet next week with her director to discuss a partnership, possible share profits for non profit organization and 125th golf tournament. They have a waiting list for home care services. We will potentially be their preferred provider and also their staffing agency. Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 16, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhFSIQA3