Hello Jay Bradley, New Coaching Call Coaching Call Follow Up 03/16/2023 - Jay Bradley was created on 1/16/2023, 11:15 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 03/16/2023 - Jay Bradley Owner: Matt Vijayan Coaching Call for: Jay Bradley Office: Vancouver HCL Prior Call Commitments Completed: false Prior Next Steps Incomplete: Fraser Health presents another great opportunity - we talked about strategies to penetrate FH through non-profit agencies such as Senior One Stop from North Vancouver. Activity Goal: 100 Activity MTD: 31 SOC Goal: 12 SOC MTD: 3 Revenue Goal: $30,000 Revenue MTD: $62,500 Revenue Forecast: Pipeline Health Actions: 3 VCH opportunities. New contract from Amica Lion's Gate should help. Jay should be able to hit his target for January. Closed Won Past Ant. Start+No Rev: Margaret Berry, James William Leslie, Patrick Martin, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Vancouver Coastal Health - Lions Gate (meeting with Nelson and his colleagues on 01/11) Amica Lion's Gate - Email from Max how does he refer leads? Agreement. Amica Arbutus - Mindfit series (referral sheets to be utilized) Westerleigh Parc - Signed agreement expected. Mulberry Parc - Terrie Orthner (sales/KDM) is the primary contact. Sunrise Lynn Valley - Sepideh/Lisa Action Items: Weekly report needs to be submitted by end of the week 4th reminder on Fraser health due diligence and Seniors One Stop follow up. Please prioritize on these actions and report back on the next coaching call Email Nelson and Michelle (VCH) the agreement amendment (with price increase rationale and value adds) Proactively manage every single client's case communication for next 30 days with Michelle (VCH). 3 service failures has resulted in higher scrutiny on HCA services. General Insights + Information: VCH 2023 agreement presents with two potential opportunities - increase gross profitability and offer more services (cluster care along with chronic one-to-one care). Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 16, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhFTGQA3