Hello Lorena Ybarra, New Coaching Call Coaching Call Follow Up - Lorena Ybarra was created on 1/9/2023, 8:00 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up - Lorena Ybarra Owner: Matt Vijayan Coaching Call for: Lorena Ybarra Office: Montreal HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Activity Goal: 100 Activity MTD: 25 SOC Goal: 4 SOC MTD: 1 Revenue Goal: $15,000 Revenue MTD: $7,500 Revenue Forecast: Pipeline Health Actions: 6 Opportunities and 1 SoC already Closed Won Past Ant. Start+No Rev: Aline Godin, Andrew Aiken, Carol Peterson, Donald and Laura Williams, Gordon and Laura Williams (LHIN), Gordon Williams, Jean Sparks, Patricia Greguol, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): 1) Gerontologis (GCM) - Weekly follow up for potential clients 2) Residence Quebec (stalled account) - reinstate the referral partner status. Sign another contract. 3) Lakeshore Hospital (Pointe-Claire) - presentation to social workers (geriatric department) 4) Altomedic (potential a lot of 24/7 care) - be proactive with cases that is referred, constantly following up 5) Selection West Island - Following up with the lead nurse; clients out of hospital or respite care Action Items: Replicate the success with Selection to other SLCs and GCMs. Connect with Claire Webster along with Tim Thomas to get closer to signing another contract. General Insights + Information: Success story: Selection Rosemount - ED was reluctant to sign the contract because of the pricing. Lorena was bold enough to ask for the invoice of the current competitor to make a pricing decision. Involved Operations Leader and led the negotiation to arrive at the pricing to $36/hour. She was also able to secure in Law 90 PAB (medication delivery certified caregivers) as another opportunity - training costs to be shared between Selection and HCA. Great win by Lorena - displaced a formidable competitor vis a vis and starting a great relationship with a high-end retirement. This is just the beginning. Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 9, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000CwMvGQAV