------=_Part_11500_1808134136.1678809968537 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_11500_1808134136.1678809968537 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Sola Feyisitan, N= ew Coaching Call Coaching Call Follow Up - 03/14/2023 Sola Feyisitan was cr= eated on 3/14/2023, 9:06 AM . Please see the below fields:= Coaching Call Name: Coaching Call Follow= Up - 03/14/2023 Sola Feyisitan Owner: Matt Vijayan Coaching Call for: Sola Feyisitan Off= ice: Calgary HCL Prior Call Commitments C= ompleted: 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: = 0 Re= venue Goal: = 15,000 Revenue MTD: $2000 Reven= ue Forecast: $10,000 Activity Goal: 100 = Activity MTD: 45 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Pipeline Health Actions: 0 SoC so far.= Sola will be aggressively connecting with Proactive Seniors and WCB to dru= m up leads. Closed Won Past Ant. Start+No Rev: Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Proactive Seniors, Atria - Arbour Lake/Canyon Creek Revera - Shalem WCB AHS Action Items: Print out three flyers = - satisfaction guarantee, white paper and presentation topics WCB - any new leads? AHS - provide report to operations and sales management by end of month. Proactive seniors - connect with Dennis General In= sights + Information: Best Practices/Big and Small Wins (Referral = Account Specific):=20 Chartwell, Colonel Belcher: Had a brief meeting with Christine, the ED and = had the opportunity to give a pitch on what we do and the resident we are c= urrently caring for in her community. She confirmed the caregiver is doing = a great job and would be willing to have a meeting at a later time for coll= aboration. Proactive Seniors: tried to meet with Kathy in the week to discuss the rece= nt leads from her team, minimum hours but no response to emails and calls. = I will make all efforts to connect with her this week. Atria Canyon Meadows: joined the residents in arts, crafts and painting. Us= ing these opportunities to connect with the decision makers and residents, = helping to fill the gap and being the solution provider when the need arise= s. Chartwell Royal Park: had a meeting with Katharine, the sales Manager on co= llaborating with Chartwell for future events, she was willing to have the b= rochures and give it out during sales events. I=E2=80=99m trying to connect= with the ED to further explore a partnership with the community. Grand Seton Village: met the community manager who is interested in collabo= ration, have set events often and be the solution provider for their reside= nts. Challenges/Concerns (Referral Account Specific) Quite a number of communities are not very receptive to getting added care = but with the right value proposition, they are willing to listen. Regional Director in atte= nd