--000000000000e5b84e05ef482527 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Geoff, In November, you missed your Start of Care (SoC) goal of 4, which does not meet company standards and expectations. Your upcoming goal for the month of December is 5 SoC. A failure to continue to meet your sales goals will result in further action. As discussed extensively, you have few GCM preferred partnership and SLC agreements that you can leverage in Toronto drum up 3-4 starts in December besides 3 opportunities in your pipeline. I am confident with good planning and execution, you will exceed the month's goal. Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $10,000 =C2=B7 Month to date revenue: $3,118 =C2=B7 Estimated Monthly Revenue:>$10,000 =C2=B7 Monthly Start of Care Goal: 5 =C2=B7 Actual Start of Care: 1 (3 more to come) =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 43 Action plan for Sales Team Member: Leverage staffing brochure with key SLCs Follow up on the opportunities/assessment cases in the pipeline especially the one referred by Audrey Miller Connect with Renay in person to advance BSO opportunities at Humber Heights Good progress with Google calendar planning and continue improving on this front - Thank you. Connect with Matt prior to any crucial meeting with strong referral partner; the purpose is to brainstorm and fine tune messaging based on the case scenario Account advancements & other Breakthroughs: - Geoff had a great meeting with the AGM and sales team at Schlegel Vill= ages SLC in Toronto (The Village of Humber Heights) Found 4 potential BSO lea= ds, out of 15 BSO total. The AGM introduced Geoff to Director of Nursing and BSO lead (Renay). The requirement is for male caregivers. Currently the = LTC is using a security organization. - Avenue MD: Secured a SoC from Ford Plastic Surgery. Great work here! - Toronto Rehab: Referred us Sprint Senior care in November - excellent work getting a SoC (turtle) - Alzheimer Society Toronto: SoC converted - Copernicus Lodge: Opportunity to connect with the person who is sending referrals to Geoff. - Elder Caring Inc./Audrey Miller (GCM): Referred a client. Geoff to follow up. - Revera The Annex: Cluster care discussion ongoing and Mindfit series planned. Looking for a partnership program. - Chartwell Scarlett Heights - Mindfit series to be planned in consultation with the lifestyles manager. - Humber River Hospital - Introduction to another social worker who requested information; potential lead - Toronto Grace Health Centre - Introduction to a social worker. Challenges / Concerns: The opportunity in Toronto is massive. Geoff believes that it will take time to break a lot of big opportunity accounts that will produce consistent business for HCA (there is no history of referral accounts in this territory. His concern is that his targets have become very aggressive very quickly; this will not give him enough time to produce business. We