--000000000000c8337705dee9ef14 Content-Type: multipart/alternative; boundary="000000000000c8337505dee9ef13" --000000000000c8337505dee9ef13 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Fantastic update Matt - and always makes my day to hear things are growing under such thoughtful leadership. Go Canada Go! On Fri, May 13, 2022 at 12:41 PM Matt Vijayan wrote: > Hello everyone, > > Here are the highlights from this week: > > > - Big win for Canada - approved 3 additional HCL positions in Ontario > and Quebec. Thank you Ashley and Tim for quick decision making based o= n > facts and analytics. Had discussions with Debbie on how to market and > define these job postings. > - Started attending pipeline meeting (Calgary, Waterloo/Oakville) and > organizing such meetings with other offices (Montreal, Toronto). Winni= peg > and Vancouver markets to be contacted next week. > - Interviewed a HCL candidate for Toronto downtown. Not qualified. > - Interview a HCL candidate for Vancouver (Jay Bradley) - received > from my network. Forwarded to HR (Debbie interview) and moving forward= to > meet with Vancouver office GM. > - Reconnected with Cindy Skulsky (Winnipeg HCL candidate) to review > offer and answered questions. She has verbally accepted the offer. Bra= d to > send the modified offer letter as soon as possible. > - Many overlapping meetings with Virtual Sales Training (3-days). > - One-on-one call with Anastasia regarding the processes and request > for shadowing other Managers. > - Analytics Portal is still not up and running on my computer. > Requested Ashley to help push for the next steps. > - Led the meeting with a prominent Elder Care Manager (a centre of > influence) in Canada and invited Ontario GMs and Tim to this meeting. > Audrey Miller works with the biggest bank in Canada (RBC) to help mana= ge > the estate planning/trust related component. A great partner to drive = more > leads in Canada. Also connected with Christine Brunsden, Estate Planne= r, > head of one of the estate planning council in GTA. > - Met with the senior management team of a boutique dementia focused > elder =E2=80=9Cclub=E2=80=9D called Memory & Company. I sense a good c= ross-pollination with > this referral partner. Setting the stage for the GTA HCL. > - Attended Management Tools workshop where Ashley walked the rookies > on AP, Weekly Business Review and field coaching nuggets. > > > *Very important Points Learned:* > > Attended the virtual sales training - learned a lot from such a diverse > group of talents. Some of the key learning were: > > 1. Pipeline meeting playbook (to be emailed to all participants) > 2. Integrity selling workshops > 3. Referral guide book overview (love to receive the new version - I > am still working with the old franchise version) > 4. Channel exercise (particularly hospitals - a weak area for Canada > 5. Managing pipeline and the AP > 6. Lead to start of care process with ops (Cash E). > > *Feedb