--000000000000e7bc2005ee514779 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - November 21-27th 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/Phone 1 Tuesday Guelph, Kitchener 7 Wednesday Virtual 3 Thursday Guelph 9 Friday Cambridge 4 Saturday Sunday Totals GOAL Minimum 25 24 Best Practices/Big and Small Wins (Referral Account Specific): - HCCSS update: Ontario Health administers the Prequalification process on behalf on HCCSS. The vendor of record is used for services contracts whi= ch applies to all 14 HCCSS in Ontario. They are still in the planning stage= , we can sign up for notifications. Matt updated me during the coaching ca= ll that RevOps will be involved to support/manage this complex and lengthy process. - Re-established a connection with Riverside Glen in Guelph. Sales consultants are excited to work with us for move-in transition and for their Prospects on a waitlist or want to remain at home. Met Emma neighbourhood (memory care) coordinator. - Attended a realtor's downsizing event for Seniors. Was given the opportunity to introduce myself/HCA, who we are and the services we provide. Spoke to a few guests after, and provided collateral to them. = Had discussions with a couple looking into future Retirement homes, was able= to provide them with contact information for places of interest to them. Le= t Chartwell Bankside know about the referral. Bankside GM had a very posit= ive response. - 5 SOC (staffing) at new Cambridge Community Living sites this month. The last virtual meeting with the Program Manager and follow-up email th= at was forwarded to all the locations was successful! - During the visit to Chartwell Royal on Gordon learned about Guelph SLC, which should be targeted and avoided, (low-income vs affluent communitie= s.) Challenges/Concerns (Referral Account Specific) - Chartwell Queen=E2=80=99s Square: They need and want us to provide staff= ing support during the current outbreak. Chartwell Corporate has contracts with 7 other companies, not permitted to sign contacts, only corporate. = GM & DRO have sent the HCA contract to their corporate office with the issu= es they are having with the 7 contracted providers not staffing or responding. They requested for HCA contract to be signed. Learned that Staffing 24/7 does not require a contract and invoice directly. This retirement home asked if we can do the same, just invoice them without contract. Explained that a contract is required. - Reviewed SAP, and made some adjustments in some accounts. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 4 5 in AP (8 actual) Revenue 10,000 $7,794 General Insights/Observations: - Have not received any commission payments yet. Only 1 statement was sent so far, it was blank. I provided SOC information since Se