--0000000000007ddde905f2c70bce Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - January 16-20 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 5 6 (Cluster at YW) Tuesday Cambridge 7 Wednesday Waterloo 5 Thursday Waterloo,Kitchener 6+ Friday Guelph 7+ 1 Saturday Sunday Totals GOAL Minimum 25 30 Best Practices/Big and Small Wins (Referral Account Specific): - Guest Speaker at Chartwell Clair Hills Open House. I presented Balanced Care Method, it was very well received, most stayed after to chat. Booke= d follow-up lunch with Nicole in Feb. - Closed loop on North Lodge staffing situation. Allison=E2=80=99s visit t= o re-establish routine/task expectations was successful and she is willing= to send staff again. Opportunity to host future lunch for leadership team. - Sheneka from YW, follow up on possible Cluster care, they identified and are speaking to 6 tenants who need PSW & homemaking support while waitin= g from LHIN services to start. They will get back to us before the end of = the week - Luther Village: Is fed up with Paramed. REquested new company from LHIN and asked Paramed to Subcontract, but refused. - 1st discovery step with Guelph family health team. They have 10 community based social workers and nurses, got leader=E2=80=99s contact. Challenges/Concerns (Referral Account Specific) - Cross branding confusion. Would like to move forward with 1 brand. - Staffing hours are expected to decrease. North Lodge is caught up on Vacations & Stat holidays. They will be booking less. Winston Park still remains in outbreak but this is expected to decrease once Outbreak is ov= er. - Staffing hours at Winston Park are expected to decrease when Outbreak resolves. - Home Instead has several clients at Chartwell ROG. (I met one of the CG, seemed good.) Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 6 2 6 Revenue 20,000 11684 General Insights/Observations: - Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Martha Leibbranddt Chartwell Westmount Assessment completed. Apt Escorting, Jan 17 YW Cluster care 1-2 PSW/7days Sheneka-YW Sheneka is meeting with Blockline team to create a list of residents and their needs. Once provide will look into a schedule. No name. Casual, sensitive intro from Chartwell staff. Family was moving contents out determining next step for other parent. Chartwell Wellington Park Information was given to the family. F/U with Chartwell. Wasn=E2=80=99t app= ropriate to take families information. --=20 Beth Sparrow Home Care Liaison / Business Development *Please note my email has changed:* beth.sparrow@TheKey.com (226) 771-9243 Direct (519) 954-2111 Office 24/7 coverage TheKey.com [image: TheKey] --0000000000007ddde905f2c70bce Content-Type: text/html; charset=