Hello Amanda Ilines, New Coaching Call Coaching Call Follow Up 01/24/23 - Amanda Ilines was crea= ted on 1/24/2023, 8:45 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 01/24/23 - Amanda Ilines Owner: Matt Vijayan Coaching Call for: Amanda Ilines Office: Oakville HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete:=20 Activity Goal: 100=20 Activity MTD: 63 SOC Goal: 4 SOC MTD: 3 Revenue Goal: $20,000 Revenue MTD: $46,650 Revenue Forecast:=20 Pipeline Health Actions: Healthy Pipeline. Amanda needs to follow up with o= perations on the opportunities and dates of follow up/assessment. Closed Won Past Ant. Start+No Rev: Shirley Donnelly, Closed Won Start Date Upcoming:=20 SAP Accounts Needing Action (5): Erin Meadows RR & LTC Pearl & Pine RR Chartwell Waterford Chartwell Lakeshore Walden Circle Action Items: PAC meeting planning and execution in February Follow up with Revera and Chartwell Corporate on how to get on the list of = preferred vendors. General Insights + Information: Communities that are within Chartwell are b= ringing up the list of 7 care companies they=E2=80=99re supposed to use, however, people are still doing their own = thing, or they are just following that for staffing and using others for 1:1 Referrals beginning to come in from Orthopedic Surgeons. Will target a few = in Burlington as well with coffee drops and material. Operator in Attendance to call:=20 Completed by: MattVijayan Coaching Call Completion Date: January 24, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhHWc= QAN