Hello Jay Bradley, New Coaching Call Follow Up - Jay Bradley was created on 1/9/2023, 11:28 AM . Please see the below fields: Coaching Call Name: Follow Up - Jay Bradley Owner: Matt Vijayan Coaching Call for: Jay Bradley Office: Vancouver HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Fraser Health presents another great opportunity - we talked about strategies to penetrate FH through non-profit agencies such as Senior One Stop from North Vancouver. Activity Goal: 100 Activity MTD: 6 (need to be entered) SOC Goal: 12 SOC MTD: 3 Revenue Goal: $30,000 Revenue MTD: $60,000 Revenue Forecast: Pipeline Health Actions: VCH has provided few opportunities. Pipeline trend needs to be updated by operations. Closed Won Past Ant. Start+No Rev: Aline Godin, Andrew Aiken, Carol Peterson, Donald and Laura Williams, Gordon and Laura Williams (LHIN), Gordon Williams, Jean Sparks, Patricia Greguol, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Vancouver Coastal Health - Lions Gate (meeting with Nelson and his colleagues on 01/11) Amica Lion's Gate - Email from Max how does he refer leads? Agreement. Amica Arbutus - Mindfit series (referral sheets to be utilized) Westerleigh Parc - Signed agreement expected. Mulberry Parc - Terrie Orthner (sales/KDM) is the primary contact. Sunrise Lynn Valley - Sepideh/Lisa Action Items: Senior One Stop contact - review the PDF and connect with the lead consultant Due diligence for Fraser Health General Insights + Information: Amica Lion's Gate Community Panel discussion on senior living options. Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 9, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000CwMw9QAF