--000000000000c38ba705ef8039cc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - December 5th - 11th Beth Sparrow-Waterloo Canada Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Virtual meetings 2 Tuesday Kitchener, Waterloo 6 Wednesday Elmira, Waterloo 6 1 temp staffing contact Thursday Kitchener, Waterloo 19 Friday Virtual 2 1 Pinehaven 1 University Gates LTC Saturday Sunday Totals GOAL Minimum 25 35 Best Practices/Big and Small Wins (Referral Account Specific): - Had 2nd meeting with The Court on Laurelwood to discuss a pilot cluster care model for their Residents. Uncovered urgent staffing needs, upon digging deeper the need for Housekeeping was an opportunity. They have = had it posted for 3 months with no response. We could staff right away. Loo= ped Matt in to send a staffing contract. Their Corporate office gave tempor= ary consent for housekeeping until the end of Dec. Will start this Monday. Mon-Fri 7-3pm. - Great reconnection with Cambridge Seniors centers, took door prize to their Seniors Turkey Dinner at a country club, 130+seniors in attendance= . - Outstanding connections made at Waterloo Estate Planning Council Meeting! One wealth advisor said he could think of 3 clients already! - Received a Lead referral from Pinehaven Nursing home (Schegal) This was an opportunity to connect with the DOC Jill who has not been willing to connect prior. Met for 45mins with CSM, was a positive meeting. - Chartwell Bankside meeting with GM and Sales went well. They are looking for strategic, trusted partnerships to help them drive in new leads. The= y know I can sell Chartwell so partnering with me would be their advantage over the other Home Care companies that have approached them. - Chartwell Elmira appreciated us providing calendars (TheKey branded) for Resident Christmas packages. They mentioned in the new year doing bags from seniors in the community, I agreed to participate in providing bran= ded items. Challenges/Concerns (Referral Account Specific) - Salesforce Ticket has been entered on Friday. (We previously Merged accounts into HCCSS, formally LHIN) Have realized that the main Referral Contact Barbara Blocki (LHIN) was not merged into HCCSS ,(there are several active revenue accounts from her.) When I select the Barbara Blocki referral link under Albert Pioneer Youth Services Client account it isn't a valid link, receive an Error Message. - SLI for Albert Pioneer Youth Services has not been entered yet into Salesforce. It was brought to our attenti= on that a Preferred Caregiver was asking for other staff=E2=80=99s private = phone numbers. Team addressed. I meet with Como from Pioneer to apologize and reassure them that he would not return. They are continuing to staff wit= h us. - Realized unable to add F2F meet with Cosmo because Pioneer Youth services is a Client acc