Coaching Call Follow Up - Beth Sparrow (Waterloo)

From
Matt Vijayan <mvijayan@thekey.com>
To
Elizabeth Sparrow <beth.sparrow@thekey.com>
CC
Sales Leadership Team <salesleadership@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>
Date
Wed, 9 Nov 2022 11:55:47 -0500
Folder
INBOX
--Apple-Mail=_02FE23B8-953F-4D58-BF98-685F064C75F8 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hello Beth, Please review the action items. The leads have slowed down last week and = I know you have couple irons in the fire. Great job with securing the = contract with SHIP. I am confident you can deliver more than 5 SoCs this = month. Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $10,000 =C2=B7 Month to date revenue: $2,450 =C2=B7 Estimated Monthly Revenue: $15,000 =C2=B7 Monthly Start of Care Goal: 2 =C2=B7 Actual Start of Care: 1=20 =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 11 Account advancements & other Breakthroughs: =C2=B7=20 Received Signed Contract from SHIP (shelter)! (1st Signed Contract) - = potential start of care by mid-November. Beth to liaise with the HCA = operations and SHIP management to ensure the starts are seamless. Followed up with Carmen at Winston Park who booked 10 days of Covid = staffing to ask if any more upcoming shifts and received additional = staffing shifts. Did a few additional outreach attempts for staffing = shifts due to increased caregivers needing shifts to work. Challenges / Concerns: =C2=B7 Cell Phone Number Not Active. This has impacted my work, unable to = determine how this might be impacting results and new business. I have = had several people say they could not get a hold of me but didn=E2=80=99t = have missed calls. I have also been perplexed why numerous people = weren=E2=80=99t returning my calls. The virtual number (Given out on = my business card) no longer existed. I was receiving some calls through = office transfers and direct callbacks also rang on my phone. No issues = with outbound calls so it was difficult to find the issue. I know the = number was active my 1st week because I tested it. This issue reflects = poorly on me and the company. When someone called the number it rang = endlessly and didn=E2=80=99t go anywhere. New business cards and = collateral have been ordered. I now need to retrace to apologies for not = being accessible.=20 My concerns about the new intake process and lead follow-ups were = discussed with Matt.=20 Pipeline Health: =C2=B7 2 opportunities. Need more prospects. As we arrive to the end of = Q4, there is an immense potential to build interest among the SLCs for = staffing for holidays and/or flu/COVID outbreak scenarios. We also = talked about companionship.=20 B2B tool kit & Account at Risk form: Mindfit series needs to be targeted to the SLC where it has a better = ROI. Please use the editable version for invitation. =20 Action plan for Sales Team Member: Q4 SAP review (action item from last week) Please work to secure meetings with Fairview Mennonite, Clair Hills = HCCSS coordinator (action item from last week) Develop your PAC and nail down a date for the first meeting (virtual or = in-person or both Connect with Luther Village (Margo and Melanie) regarding the = requirements at Sunshine cen

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