--0000000000007202e605f89ed019 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sola, In the month of March, 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 April is 4 SOC (Elephants, Turtles and Cheetahs only). Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.ca [image: TheKey] On Wed, Apr 5, 2023 at 6:59=E2=80=AFPM Matt Vijayan w= rote: > *=EF=BB=BF*Hello Sola Feyisitan, > > > New Coaching Call 04/05/2023 Sola Feyisitan was created on 4/5/2023, 3:59 > PM . > > > Please see the below fields: > > > *Coaching Call Name:* 04/05/2023 Sola Feyisitan > > *Owner: *Matt Vijayan > > *Coaching Call for:* Sola Feyisitan > > *Office: *Calgary > > > *HCL Prior Call Commitments Completed: *false > > *Prior Next Steps Incomplete:* Penetrate Journey Club and Amica Expand > the work with WCB Alberta Health Services - Long-term strategy > > > *SOC Goal : *4 > > *SOC MTD: *1 > > *Revenue Goal: *20,000 > > *Revenue MTD: *$2696 > > *Revenue Forecast: *$20,000 > > *Activity Goal:* 100 > > *Activity MTD: *26 > > *AP - MTD Leads #:* 0 > > *AP - MTD Opportunities #: *0 > > > *Pipeline Health Actions: *Sola did not achieve her target in March and > in Q1. Her pipeline is trending towards having 2 starts for this week and > she should be able to exceed her target of 4 SoC (no-bees). > > *Closed Won Past Ant. Start+No Rev: *Gail McFadyen, > > *Closed Won Start Date Upcoming:* > > > *SAP Accounts Needing Action (5): *Focus on top SAP accounts - Revera, > Chartwell, All Seniors Care Review the monthly outlook with the Director = of > Sales. Leverage WCB to drive more starts Assess the timeline with AHS whe= n > can we activate SoC and the type of starts > > > *Action Items: * > > > *General Insights + Information: *The goal for the month is to activate > two new referral accounts Go back to the basics - sales techniques (ACR a= nd > AID INC) Fine tune messaging and customize solutions to the SLCs Be > assertive in going for a close (once you have earned it) > > *Regional Director in attendance : * false > > *Operator in Attendance to call:* > > *Topics Discussed on Call? :* Monthly REV and SOC Goal;SAP Accounts;Time > Management;Overcoming Objections;Breaking into a New Account;Presented > Performance Management;Toolkit Tools + Strategies > > > *Coaching Call Completion Date:* April 5, 2023 > > > Please review the link below for more details : > > *Coaching Call: * > https://homecareassistance.my.salesforce.com/a297V00000Cxm15QAB > --0000000000007202e605f89ed019 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sola, In the month of March, you missed your Start of Care (SOC) goal of 4 , which does not meet company st= andards and expectations. Your upcoming goal for the month of April is 4 SOC (Elephants, Turtles a