--00000000000030d31b05f838024e Content-Type: multipart/alternative; boundary="00000000000030d31905f838024d" --00000000000030d31905f838024d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable [image: image.png] Weekly Report - March 27-31 2023 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 Cambridge 7 Tuesday Waterloo, Kitchener 7 Wednesday Cambridge, Waterloo 13 Thursday Waterloo 17 Friday Kitchener 3 Saturday Sunday Totals GOAL Minimum 25 47 Best Practices/Big and Small Wins (Referral Account Specific): - University Gates LTC expanded decision-makers. 2 main contacts were away, met with the 3 ADOC=E2=80=99s (I only thought there were 2.) Hagey= =E2=80=99s ADOC is very interested in sending us referrals, had another BSO documentation i= n mind. The master service agreement and DOC=E2=80=99s recommendation has positionedposition us well at UG. - Winston Park LTC move is upcoming. Arranged a lunch for the day before the relocation. Able to keep us top of mind for move 1:1, transition, staffing, was told we are their 1st call. - Completed and submitted SAP for Q2 - Referral 1st referral from Seasons. Lead did not convert but furthered the relationship and opened connection to the Memory Care nurse coordinator. A virtual meeting is scheduled, they are still in Outbreak - Granite Landing & Regional Nurse (Christine) relationship furthered post lunch follow-up meeting. - Spotlight on Seniors networking group is rapidly growing. - Hygate: had walk in referral in the oOffice, the timing conflicted with a virtual assessment for CSM. DOC is following up with the son. - Participated in Hygate Health fair. It was well attended, spoke to several Residents who are our demographic. Several good referral busines= ses attended. Good networking, 2 other H/C providers attended Home Instead a= nd Specturm. Spent time with Wellwise by shoppers managers and regional who would love to help with London, she will suggest which events to attend = in London. Also furthered relationships with new Sperturn Sales, talking about partnering in hospitals with possibly another couple H/C, AgePro, coffee booked to discuss. Hospital They would be only interested in multiple companies presenting, Kelly recieved the same information that = I did. - Booked presentation to Carespace directors in April. - Meeting at Highview with Katelynne and Angela re:Meladallia report comment on Staff not being as well trained as they were before. Good meeting.. Challenges/Concerns (Referral Account Specific) - Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 8 10 (9 in AP) Revenue $45,035 33, 193 General Insights/Observations: - Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Rose Street House CCL Shift ALS women for feeding support-not in SF Hygate