--000000000000af2d3305efe6b582 Content-Type: multipart/related; boundary="000000000000af2d3205efe6b581" --000000000000af2d3205efe6b581 Content-Type: multipart/alternative; boundary="000000000000af2d3105efe6b580" --000000000000af2d3105efe6b580 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sola, Great to see that in your first month, you will be at 2 Starts of Care. Thank you for connecting with Kathy from Proactive Seniors and would like you to maintain a monthly meeting to discuss all clients that we are serving currently. I have attached an example from Deanne Belcher from the US who actively follows up with her referral partners; please use the same format to connect with this Silver account. I would like to see two NEW active referral sources in your bronze or silver buckets by the end of January 2023 and 6 referral accounts by the end of Q1 2023. Currently you have 4 active accounts (2 bronze and 2 silver). Focus your weekly activities on declining and stalled accounts (WCB, Community Calgary etc). [image: Screen Shot 2022-12-15 at 6.31.42 PM.png] Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $100 =C2=B7 Month to date revenue: $2,250 =C2=B7 Estimated Monthly Revenue:>$5,000 =C2=B7 Monthly Start of Care Goal: 1 =C2=B7 Actual Start of Care: 1 (+1 to start this week) =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity:29 (SalesForce Dashboard - you should be at 50 F2F c= alls by now) Action plan for Sales Team Member: Leverage staffing brochure with key SLCs (produced by Nikita) Go through Blue accounts and prioritize accounts who were targeted by your predecessor in SAP. I will introduce you to a few of the following key accounts to kick start your relationships. - The Edward (Heather Colingridge, Sales and Manjeet Sangha, Wellness Navigator; attended the PAC networking meeting in summer) - Pinnacle Group (Paul Klassen, CEO, attended the PAC meeting) - The Manor Village - Life Centers (Michelle Carew, Administrator, Marguerite Nelson, Lifestyle Marketing Professional) - Garrison Green - Manor Village, close to Calgary office - Rocky Ridge - Fish Creek Park - Varsity - Huntington Hills Calgary - Grand Seton Calgary - Shalem Society for Senior Citizens care (Susan Pellan, Resident Life Administrator) - Verve Senior Living (Valley Ridge Lodge, Lake Bonavista Village) - Nakay Health (Geriatric Care Managers) Complete your SAP by the end of day, the 23rd of December Good progress with Google calendar planning and continue improving on this front Start doing research on how to infiltrate Self & Family Managed Care (Alberta Health Services) Connect with Matt prior to any crucial meeting with strong referral partner; the purpose is to brainstorm and fine tune messaging based on the case scenario Account advancements & other Breakthroughs: - Chartwell: Followed up meeting with Katharine on activities for the month, shared the right brochures with tailored messages for her residen= ts. Discusse