--0000000000001515e705eee0c871 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - November 28- December 4th 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 2 Tuesday Waterloo 8 Wednesday Cambridge & Waterloo 16 Thursday Kitchener 7 Friday Kitchener 5 Saturday Sunday Totals GOAL Minimum 25 38+ Best Practices/Big and Small Wins (Referral Account Specific): - - Application to the WWEPC was accepted!!! Home Care does not fit the definition for membership for the Estate Planning Council however the application was approved! I will be able to attend and network with wealth advisors, accountants and lawyers monthly. - Increased requests for staffing this week. Reaching out for holiday staff coverage has gone well. - Attended 3 networking events: Cambridge Spotlight on Seniors, Chamber Holiday event and KW Chamber CPN Luncheon. Several conversations and brand presences in the business community. Being positioned at the Cambridg= e group as a connector. - Reconnected with a private wealth advisor in West Galt who specializes in seniors and is like a GCM. Brenda Potter Phelan - Introduction meeting with Sheri Copplstone went exceptionally well! 1.5 hr, would=E2=80=99ve gone longer if I didn=E2=80=99t have another= appointment. She said it was the highlight of her week and she looks forward to the relationship. Spoke very highly of Matt, and will only refer to HCA and one other home care to her clients. - Highview: Visited a Client who moved in with CSM. Spoke to the Charge Nurse who said she always calls us first, they have several agencies but prefer our caregivers. Told her when she has a preference to let = us know and we will contact them first. She normally speaks to June, af= ter hours, and feels like she knows her well. Noticed they have volunteers and have good ratios, perhaps this is why they don=E2=80=99t send 1:1 ref= errals only staffing. Challenges/Concerns (Referral Account Specific) - SAP-Fairview & The Village of Arbour Trails: Not able to update SAP. Fairview: made a point of contact but they are only willing to meet in J= an. Others are not returning calls. They have started their own Home Care company internally. (submitted ticket) - Arbour Trails not returning calls, emails, failed in person and even the sales consultant won't schedule a tour.Have not made a successful contac= t. Have 1 current client living there. Requested to go with CSM as a way in but Client requested only the caregiver due to covid concerns, no other visitors. - Mileage Expense Change: I am not currently set up to receive payment through Concur, (the local office has been paying for expenses.) Will th= is issue be resolved so that payment will be received for mileage reimbursement when this changes on January 1st? Forecast toward Monthly Goal: Goal Currently at F