New Coaching Call from Coaching Call Follow up 02/27/2023

------=_Part_16869_1336880501.1677626426832 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_16869_1336880501.1677626426832 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Jay Bradley, New = Coaching Call Coaching Call Follow up 02/27/2023 was created on 2/28/2023, = 3:20 PM . Please see the below fields: Coaching Call Name: Coaching Call Follow up 02/27/2023 Owner: Matt Vijayan Coaching Call for: Jay Bradley Office: Vancouver HCL Prior Call Commitments Completed: true = Prior Next Steps Incomplete: SOC Goal : 10 SOC MTD: 16 Revenue = Goal: 45,000 Revenue MTD: $184,87= 2 Revenue Forecast: $190,000 Activity = Goal: 100 Activity MTD: 25 Pipeline Health Actions: The pipeline is not only diversi= fying (with Amica Arbutus, West Vancouver, White Rock contributing), but al= so VCH has increased the leads to TheKey. Great work in renegotiating the c= ontract. Closed Won Past Ant. Start+No Rev: Javier V= illaverde, Jurgen Kieling, Jacqueline Millar, Joseph Dhotman Devilliers, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): VCH - North Shore Home Suppor= t VCH - Evergreen VCH - Richmond VCH - Central Community Home Support VCH - Action Items: Build an agenda in co= nsultation with the Operations team prior to the monthly calls with VCH (Ne= lson and Michelle). Provide issues and resolutions to garner confidence in = our care management system. Occasionally include Sharon and/or Cathy in the meetings. Focus on SLC partnership agreement signatures with PARC and Sunrise Vancouv= er/Lynn Valley. Amica may take time. General Insig= hts + Information: Best Practices/Big and Small Wins (Referral Acc= ount Specific): 1. Long discussion about collaborating on future events, specifically an op= en house/Panel Discussion (like what was completed at Amica Lion=E2=80=99s Gate), but spec= ifically for those challenged with dementia and dementia care 2. Additional VCH Home Support identified and researched for lower mainland= , https://www.vch.ca/en/search?q=3Dhome+support. They include: Ravensong, Eve= rgreen, Pacific Spirit, Three Bridges, Richmond, and South Community . Additional Home Supp= ort communities to be researched for Fraser Health. 3. VCH - Follow up with VCH North Shore Contract with Robin Bennet. Robin h= as pushed again for a countersigned agreement. I will continue to follow up with Robin and comm= unicate to TheKey Senior leadership 4. Additional Community Resources identified and visited. They include Moll= ie Nye, and Silver Harbour Community Center. A resource for Seniors who are willing to Host di= scussions and share our brochures who work in collaboration with North Shore Community Re= sources. Regiona= l Director in attendance : false Operator in Attendance to call: Topics Discussed on Call? : <span style=3D"color: var(-= -custom-palette-color, inherit); font-family: -apple-system, BlinkMacSystem= Font, &quot;Segoe UI&quot;, Roboto, Oxygen, U