--000000000000ef698d05ed13a276 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Amanda, I know your lead flow indicates that you will secure at least 3 SoC. I am expecting you to be at 7 SoC for November based on your strong October results (5 SoCs and $20K revenue). Please review your action items. Forecast toward Monthly Goals: - This Month's Goal: $5,000 - Currently at: $3,861 - Forecast: $20,000 - SOC Goal: 1 - SOC Current: 0 - MTD Activity Goal: 100 - MTD Activity Completed: 17 Best Practices / Wins / Tools Asked for: - Did the first Mind fit on AL at The Williamsburg and had a family member lead from seeing it happening. - Churchill Place wants HCL to walk in the Oakville Christmas Parade with them - Got the acceptance from the ED at Churchill Place by dropping off flowers and cake for her birthday - GREAT WIN here! - Churchill Place wants HCL to plan their tree decorating event at Churchill Place and invite specific referral partners to attend and decorate a tree. Challenges / Concerns: - Chartwell was told only to partner with their exclusive homecare company Amica already owns a sister company of homecare called home concierge so they have to always refer to them, however, if they can=E2=80=99t staff = it, then they can look externally. - All leads coming in have only been looking for companions as the retirement community wants to keep revenue in the care. Need more caregivers with a strong companion ability and also able to deal with responsive behaviours Pipeline Health: - *5 prospects in the pipeline. Amanda to take the leadership in connecting with the family/POAs.* LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Mr. Blanan Elephant Churchill Place Follow up with Lyndsay and see if HCL can reach out directly Olga Caspersz Turtle The Williamsburg Meeting for coffee with her son Hans General Insights / Observations: - Oakville is the high networth capital of Canada. Huge potential with smart work. - Amanda is diligent in connecting with key decision makers/influencers in SLCs and within referral sources. - Look at joining more networking meetings to connect with different types of referral partners - Could be an area of opportunity to provide coffee for the senior groups in Halton like Probus and other small groups as they are all seni= ors Next Steps for HCL: - *Stay focused with SAP accounts.* - *Initiate PAC meetings in your territory asap.* - *Follow up with the Operations team on the leads conversion to assessment. * Next Steps for Manager: - *Help consolidate Sunrise Mississauga/Erin Mills and Schlegel Villages businesses.* - *Support Amanda to break into Oakville Trafalgar Memorial hospital, Credit Valley Hospital and connect with discharge planners and HCCSS coordinators.* Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.com [image: TheKey] --000000000000ef698d05ed13a276 Content-Type: te