Fwd: Sales Leadership Coaching Call

From
Matt Vijayan <mvijayan@thekey.com>
To
Jason Bradley <jason.bradley@homecareassistance.com>
CC
Sales Leadership Team <salesleadership@homecareassistance.com>, Timothy Thomas <tt@homecareassistance.com>, Carolina Orosa <corosa@homecareassistance.com>
Date
Wed, 27 Jul 2022 16:29:04 -0400
Folder
INBOX
--Apple-Mail=_BA15771C-74B9-480A-89DA-6471BC548AED Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hi Jay, Good call yesterday. Glad to see you work with Preston in cleaning up = the dataset (duplicates removal, marketer credit issues etc). You have = three qualified leads you are waiting to hear back on the assessments. I = am hoping you can have at least 1 SoC this week to hit your July goal.=20= Good tracking on your SLC partnership and Bring your GCM to SLC = projects. Please present your best practices in our huddle meeting = tomorrow. Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > Begin forwarded message: >=20 > From: Google Forms > Subject: Sales Leadership Coaching Call > Date: July 27, 2022 at 4:24:10 PM EDT > To: mvijayan@thekey.com >=20 >=20 > Thanks for filling out Sales Leadership Coaching Call = Here's what was = received. > Sales Leadership Coaching Call > Your email (mvijayan@thekey.com ) was = recorded when you submitted this form. > BD Manager Name * >=20 > Ashley Mirone > Anastasia Hurtado > Melissa LeBoeuf > Kevin Stallo > Gabrielle Pumpian > Deanne Belcher > Kevin Symes > Nick Landaker > Vanessa Treadwell > Sarah Thompson > Arwa Landivar > Chris Cascio > Laura Jeros > Cash Edwards > Lauren McGraw > Matt Vijayan > Kurt Davis > Christine Cocotas > Jennifer Lau > Hether Young > John Potocki > JP Benlian > Scott Viscomi > Raquel Hernandez > Sales Team Member Name (first & last) * >=20 > Jay Bradley > Account advancements and other breakthroughs: * >=20 > 3 leads ( Turtle and Elephant from a top SAP account - Amica Arbutus) = and one from a personal network.=20 > Accounts at Risk and the reason (ops/staffing challenges, unable to = reach decision makers, different advancing strategies needed): * >=20 > None > Skill sharpening: What skills were identified and worked on today? * >=20 > Breaking into a Channel > Leveraging Community Partners > =E2=9C=93 > Obtaining a Meeting > Time Management > =E2=9C=93 > Closing/Commitment > Goal Clarity > Achievement Drive > Emotional Intelligence > Social Skills > =E2=9C=93 > Other: In-take call process with an opportunity (David Hall) > Action Plan for Sales Team Member: * >=20 > Contact Amica's Regional Manager to talk about the SLC partnership = project > Move along Stephanie Chan through the presentation - prefer = diversifying with Sunrise/Chartwell/Verve (Langley). Perhaps reserve = Amica for bigger and strategic projects. > Leverage Carolina's network to build business. Great to see that you = are working with Lion's gate (Cathy Feniuk's contacts)and Vancouver = General Hospitals' key decision makers. > Action Plan for Sales Manager: * >=20 > Work with Jay in developing more partnerships in the Greater Vancouver = Area. Jay is comfortable with salesforce and AP. > HOO Present? * >=20 > Yes > No > If HOO is not present, why? >=20 > Competing meeting > Sales Member expected to Exce

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