--0000000000001aa93705edd6e782 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - November 14-20th Beth Sparrow-Waterloo Canada Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Virtual 3 Tuesday Waterloo 3 1 Wednesday Virtual 5 Thursday Waterloo, Kitchener, Elmira & Cambridge 19+ 1+ Friday Cambridge 4 Saturday Sunday Totals GOAL Minimum 25 34+ Best Practices/Big and Small Wins (Referral Account Specific): - The Court at Laurelwood. They requested a meeting, GM & Sales to discuss their need and see if we would partner with them for cluster car= e. They do not provide any care services, only meals and housekeeping. Low occupancy. They would like to have a preferred company to manage care completely. Explained CSM, care plans, direct billing, and regular caregivers. They want to use it also as a marketing tool for their prospects. I made clear would need to have minimums to have a regular caregiver(s). The target would be Jan after re-branding, a week-end inf= o session to gain interest and commitments from families. Next meeting to discuss further Dec 7th with CSM. Also scheduled meeting to discuss what and how we could do this operationally. - Scheduled to be guest presenter at KW Chamber Feb 2nd - Chartwell has 7 agency contracts. Cambridge GM has issue with the agencies not returning calls or don=E2=80=99t have staff available. She= has been using an agency that invoices but doesn=E2=80=99t require a staffing con= tract to book. Explained the opportunity, we have caregivers available. She is working with the regional manager to try to get the staffing contract signed with HCA. - Attended 6 Chartwell Open Houses - Opportunity with staff turnover at Revera Granite Landing. Connected well with new sales, she will introduce to DOC when hired for 1:1 for memory care residents. Will recommend us to her prospects who want to remain at home. Challenges/Concerns (Referral Account Specific) - Outbreaks are increasing. Continue to limit in-person meetings. - Commission, seems my name was an issue. Matt followed up. - Received Lead from Chartwell Queen=E2=80=99s Square for 24/7. Lead was g= iven incorrect #/old business card. The referral followed up with the family with my new information but the family said they went with a competitor. The following morning updated by Care Solutions that there was a new lea= d yesterday afternoon that she was going to enter into Salesforce, which w= as the lead lost. Took # called, saved due to connection to Lead but unfortunately, the client had a rapid decline. The family will let me kn= ow if need a hospital sitter. Timely salesforce entry would have been benecial in this situation. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 4 4 5 Revenue 10,000 $5,056 General Insights/Observations: - Next week focus on the Guelph area. - SAP