------=_Part_203803_904470803.1675267553489 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_203803_904470803.1675267553489 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Geoff McCallum, N= ew Coaching Call Coaching Call Geoff McCallum 2/01/2023 was created on 2/1/= 2023, 8:05 AM . Please see the below fields: Coaching Call Name: Coaching Call Geoff McCallum 2/01/= 2023 Owner: Matt Vijayan Coaching Call= for: Geoff McCallum Office: Toronto HCL Prior Call Commitments Completed: true = Prior Next Steps Incomplete: SOC= Goal : 6 SOC MTD: 6 R= evenue Goal: 20,000 Revenue MTD: = $1000 Revenue Forecast: >$60K Activity= Goal: 100 Activity MTD: 0 Pipeline Health Actions: Strong pipeline with 10 closed w= on. Geoff is going to hit his February target. Closed Won Pas= t Ant. Start+No Rev: Errol Wilson, Closed Won Start = Date Upcoming: SAP Accounts Needing Acti= on (5): Christie Gardens Humber Heights/Maynard LTC St. John's (Sunnybrook) rehab Chartwell Scarlett Heights Memory Living Chartwell Avondale Action Items: Strategy= 1: Focus on previously active or stalled accounts Strategy 2: Build new active accounts Strategy 3: Leverage Family Managed Care with HCCSS and hospitals General Insights + Information: 6 new activated ac= counts. Great job Geoff. Operator in Attendance to call: Topics Discussed on Call? : Breaking into= a New Account;Toolkit Tools + Strategies;PAC Meetings Coaching Call Completion Date: 2/1/2023, 8:05 AM Please review the link below for more details : C= oaching Call: https://homecareassistance.my.salesforce.com/a297V00= 000FhJGYQA3 ------=_Part_203803_904470803.1675267553489--