--0000000000005cb0d605efcc3d6e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Geoff, Marked improvement from our last coaching call; good work here. Your follow up with key accounts and tagging along with the operations for assessment (St. John' rehab) are a few leading indicators for success in December. You have already achieved 3 SoC and your target is 4 SoC. Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $15,000 =C2=B7 Month to date revenue: $7,850 =C2=B7 Estimated Monthly Revenue:$20,421 =C2=B7 Monthly Start of Care Goal: 4 =C2=B7 Actual Start of Care: 3 SoC (+2 in the pipeline) =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 57 (Great to see 25 unique F2F from SF dashboard). Action plan for Sales Team Member: Leverage staffing brochure with non-Revera and non-Chartwell SLCs - Christie Gardens/Bradgate Arms etc. Follow up with Audrey Miller on our status with Ms.Ceson (palliative). Great work in getting an appointment with the Humber Heights nursing team. Continue the conversation with Renay to advance BSO opportunities at Humber Heights. SAP completion by the end of the day, December 23. Target lists to be discussed in our next coaching calls. Follow up with Medcan, concierge physician group Account advancements & other Breakthroughs: - 2nd SOC for December: Elephant from a Rehab Facility - Chartwell: Gala: Key Chartwell SLCs such as Grenadier, Scarlett Heights, Sumach, Gibson, Avondale, Lansing, and Corporate were represented. As well as many other referral partners they work with, including Mosaic (competitor), Bayshore (competitor), Transitions Realty, Wealth Managers, and more. - Revera: The Annex: Has sent one lead that needs the contract to go thr= ough Revera. In the process of Vendors agreement to be completed. Once approved we will be the referred partner at the front desk when families= ask for help. - Schlegel: Continued follow up with LTC until Geoff got confirmation to meet as a group to discuss BSO 1:1 work with them. Because of the outbreak, this meeting was cancelled; Geoff to maintain follow up calls/meetings. - Plastic Surgeon Clinics: 1 meeting with a Plastic Surgery clinic has already resulted in 3 leads from 3 different clinics and 2 SOC. (The one we lost was because we needed a nurse) - Hospitals: Sunnybrook - Referred and closed won an elephant. Leveraged= the assessment opportunity to meet with more nurses, social workers and patient flow coordinators. Toronto Rehab - Got a call asking for an Italian speaking caregiver. Gave our information to the family. Humber R= iver Hospital - Referred us to a family for overnight care in the hospital. Toronto Grace - Referred us to a family in need of advanced dementia care. Challenges / Concerns: 1. Chartwell(s) clearly have their preferred referral list established. Scarlett Heights or Grenadier penetration is a critical success factor. 2. Scarlett Heights Lifestyles manager has said I can participate in her calen