Weekly Report - November 7-12th
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 Meetings
3
0
Tuesday
Kitchener & Waterloo
11
1
Wednesday
Kitchener
6
1
Thursday
Kitchener
9+
1
Friday
Virtual meeting
1
Saturday
Sunday
Totals
GOAL
Minimum 25
30+
Best Practices/Big and Small Wins (Referral Account Specific):
-
HCCSS: 2 bigger meetings with Matt’s support. VP of Waterloo Region
Karyn Lusden. Great insights were learned and she did a warm intro to 2nd
meeting with Isaac Behar to discuss Pre-Qualification Process for HCCSS
provider which would open up Ontario. Warned long application process with
an abundance of paperwork and 3 year financial external audit. Was told
internally HCA has an outstanding reputation. Isaac did warm intro email
to Nino Bailen who is currently away.
-
University Gates- Mended relationship with Wendy Miller LTC DOC who was
frustrated by the cell phone issue because she couldn’t reach me when they
had an issue with BSO client/caregiver. Had a meeting with Kelly and Wendy
about other complex Case. They sent the recommendation to the court ordered
Silver Sherpa client director to hire us for 12-24hr. (Has not been
arranged as of yet due to the complexity of the situation, CSM is aware of
the details for when they call.) The next morning Wendy called with
another urgent BSO Client Thurs-Sun. The caregiver was in place that
afternoon.
-
Winston Park-Extended staffing shifts for Covid Outbreak for the 3rd
time. Received Referral lead from the same contract for Resident in
independent living. CSM did the assessment signed the contract, care plan
and caregiver started within hours for an evening overnight.
-
Cambridge Community Living-Odelia, Manager recapped positive experience
with HCA, “saved them” during Covid when 13 group homes went into outbreak.
Some staff went to the hospital, never recovered and didn’t return to
work. Now they are staff. Discussed holiday coverage, her expectation is
advanced booking would be experienced staff who worked there before or
would do orientation ahead for new. informed team. Spoke VERY highly of all
the HCA staff she’s worked with. Discussed a few caregivers that didn’t
work in the past, why & prevention. I would send a follow-up email that
she can forward to all the program managers for holiday staffing coverage.
-
Luther Village-DOC is currently doing the schedules, she has a full
schedule booked until Jan. No known staffing needs. Long conversation with
Chris in sales. She said she recommends us almost weekly to prospects who
decide they want to remain in their homes. I asked her to remind them to
tell us she referred them. Some of the “google” searches might be from
this referral source because we have not captured leads from Luther
Village.
-
Ontario Estate Planners Event. Was invited to be a guest of Jim Kiddle.
Made several connections. The group is mainly Wealth advisors and lawyers.
Might be a guest speaker in the new year. Will attempt to apply for
membership to this group, but don’t fit into the pre-qualified occupations.
Challenges/Concerns (Referral Account Specific)
-
Outbreaks, 3 in-person meetings were cancelled due to new Outbreaks this
week. (Used opportunity to remind about Covid Staffing coverage.) They want
to wait to reschedule until after as this changes this time/role.
Forecast toward Monthly Goal:
Goal
Currently at
Forecast
Start of Care
2
3
5
Revenue
10,000
2,450
Potential Prospects and Animal Kingdom
LEAD NAME/CITY
ANIMAL KINGDOM
SOURCE OF REFERRAL
NEXT STEPS
Ms. Firth
Spotlight on Seniors
Donna Dineen
Forest Heights
Sales activity planned and entered in Google calendar for the following
Week: YES
--
Beth Sparrow
Home Care Liaison / Business Development
*Please note my email has changed:*
beth.sparrow@TheKey.com <Beth.Sparrow@TheKey.com>
(226) 771-9243 Direct
(519) 954-2111 Office 24/7 coverage
TheKey.com <https://www.thekey.com/>
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