Re: Action items - end of day, 18th July

From
Nicole St Eve <nicole.steve@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>
Date
Mon, 18 Jul 2022 12:47:05 -0600
Folder
INBOX
--0000000000003deea005e418cc3c Content-Type: multipart/alternative; boundary="0000000000003dee9f05e418cc3b" --0000000000003dee9f05e418cc3b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, 1. Done! 2. SLC partnership project: Appointments with Shalem Villages (at Networking event), Journey Club (used to work with their GM), StayWell Manor (Marguerite Nelson), Chartwell at the Harbours (Laura O'Hanley, GM), The Edward (at Networking event, Manjeet) 3. Judy/Kathy Proactive Seniors follow up post event tomorrow. Secure relationships and dig deeper into where her clients are coming from and going to. Also Wendy from Nakay Health (at event) touch point - where are her pain points and what are her clients' hesitations in receiving care? Action Plan: Wendy/ Nakay health Aug 2nd @ Auburn Heights - meeting with Michelle in Activities on Wednesday next week to hone in details. Action Plan: Kathy/Judy Proactive Seniors @ Garrison Golf Club mid-Aug date TBD 4. Week is planned & in Google Cal, feel free to creep my calendar for details! 90% in person, other 10% out of province or other circumstances. 5. We have 2 SoCs, 3 assessments and a few pending responses. We've lost a few clients that were Cheetah's / WCB but are making them up with some incoming clients... Fingers (& Toes) crossed. Thanks for all of your support! Nicole St. Eve, B.A. Home Care Liaison Home Care Assistance of Calgary, Alberta Direct: 403-305-3925 37 Richard Way SW Calgary, AB T3E 7M8 HomeCareAssistanceCalgary.ca Click Here For Information --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity On Mon, Jul 18, 2022 at 9:03 AM Matt Vijayan wrote: > Good morning team, > > Few action items I would like to get an update by end of day today: > > > 1. Weekly report for 07/04 & 07/11 - email the word documents to Matt > - I have received from two of you.* If you haven=E2=80=99t done so, pl= ease > send it to me via email ASAP.* > 2. Action plan for Senior Living Community (SLC) partnership project -= *book > appointments with your key decision makers. Provide your status update= .* > 3. Bring a Senior Advisor/GCM to a SLC - except for Cindy in Winnipeg, > we have identified a GCM. *Provide your targeted SLC for this project > and proposed action plan.* > 4. Face to Face in person meeting (NOT virtual) - *Please confirm that > you have planned your week for in-person meetings and included them in= your > google calendar.* > 5. *Referral leads/SoC/Revenue forecast for the week of 07/18* > > > Best Regards, > > Matt > > > *Matt Vijayan, B.Sc., MBA, CCPE* > Director of Sales, Canada > > Home Care Assistance > > Direct: 905-592-0085 > > > > --0000000000003dee9f05e418cc3b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, 1. Done!= 2. SLC partnership project: Appointments with Shalem Villages= (at Networking event), Journey Club (used to work with their GM), StayWell= Manor (Marguerite