--00000000000079058a05ef30e927 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Lorena, Excellent work of getting your first SoC in December and another on its way (just approved a marketer credit request). Your goal is set at 3 for your first month and I am confident you are going to crush it. Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $10,000 =C2=B7 Month to date revenue: $472 =C2=B7 Estimated Monthly Revenue:>10,000 =C2=B7 Monthly Start of Care Goal: 3 (modified) =C2=B7 Actual Start of Care: 1 =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 15 (SAP needs to be updated) Action plan for Sales Team Member: As a high-priority, please order your business cards utilizing a local printer. Review HCL playbook Update Google calendar with your drop in and appointments (planning exercise) Document your calls and "related contacts" in Salesforce. Mark it as Face to Face for appropriate calls. Focus on high-end SLC for companionship and staffing business - Place Kensington, Group Maurice, Chartwell, Sunrise etc. Utilize momentum reports to analyze your declining and inactive accounts - we will revisit this report in our next coaching call Work in collaboration with Roger Chalut Account advancements & other Breakthroughs: Great work in working with Gerontolgis alongside Tim and Operations team in getting a lead. You connected with Access Residence with a goal to start a partnership program (Francine Couillerez) Excellent collaborative programs in play at Sunrise DDO and furthering opportunities with Beaconsfield and Foutaineblue. Companionship with Sunrise residents with personal expression would be the next logical. Please connect with the reminiscence coordinators in all Sunrise SLCs. Love the way you positioned HCA against Amika; HCA does not have to be the exclusive provider. We can be the second in line after Selection schedulers have exhausted Amika. Challenges / Concerns: Staffing issues in certain areas in the city; caregivers do not want to work if residence has a COVID-19 outbreak. Need to make sure we are able to handle objections in collaboration with the operations team; we do not want this to result in affecting our relationship with SLCs. Ensure you are submitting Service Level Intervention reports through Salesforce, where required. (HCL Playbook) Pipeline Health: =C2=B7 4 leads and 2 opportunities. B2B tool kit & Account at Risk form: Pitch Decks =C2=B7 Preferred Partner Pitch Deck - this is a useful presentation that you can leverage with senior living communities. Marketing Collateral =C2=B7 B2B Your Partner in Care Trifold (Download and personalize - French collateral may be available in Montreal office) =C2=B7 B2C The Care You Need in the Community Your Love =C2=B7 SLC Referral Partner One-Sheet =C2=B7 Abbotswood at Stonehenge Case Study (exclusive provider) - customize and order on the Brand Center =C2=B7 Loveland Case Study (new community) - customize and order on the B