Weekly Report-Waterloo Canada

From
Elizabeth Sparrow <beth.sparrow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>, salesleadership@thekey.com, Timothy Thomas <tt@thekey.com>
CC
Elizabeth Sparrow <beth.sparrow@thekey.com>
Date
2022-10-14 18:31:47
Folder
INBOX
--000000000000a2d27305eb063180 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report Beth Sparrow DATE: October 10-14th Priorities This Week - Booking meetings & follow-ups. Weekly Activity Summary # of F2F Results Monday Thanksgiving Tuesday -Listed places to request meetings -Confirmed meetings this week including Lunch with Amy O=E2=80=99Reilly the Regional Business Development for Waterloo Region+ 4 -Heritage River called back. Requested if we would allow PSW to get UPC training (+PSW shifts) Contract was created by Matt & sent (several F/U attempts, no response yet.= ) Wednesday -Dr. Joseph Lee Mtg with Matt -Lunch Chartwell BDM-Amy -Heritage River Elora F/U 2 Dr. Lee to send sponsorship details. This could lead to maximum exposure to medical professionals who specialize with Dementia, caregivers and patients. -Discussed regional collaboration opportunities with Chartwell for KW region outreach. Asked for Hospital=E2=80=99s Allied team Contact: received= Name. Was expecting a warm intro back or full contact details since I handed this referral to her over a year ago, was disappointed only the name was given. Noted. Thursday -Heritage Meadows mtg -Mtg at Chartwell TOTS -Collateral at PineHaven (DOC off) -YW account 6 -Heritage Meadows: Christine to intro to Maggie to book presentation, future Health Fair, possible Mind Fit. Other competitors are being used and provided same information she gives them. -Chartwell TOTS, gained valuable info about staffing changes that will benefit Oakville region. Contact will provide her hospital contacts for discharge planners in KW hospitals. Met Nurse. Discussed setting up a time for a presentation to their management team, in 2-3 wks. -Connected with Abla, she will set a time to meet & tour at least 1 site with her. Friday -Leave it Kleiver (4Bidding) -Cambridge 50+ Community Centres -Preston Pharmacy 4 -Connected with owner, expanded the business. (Full downsizing services for seniors, online auctions and health system navigation resources.) Works with many financial advisors, retirement homes, and real estate agents. Explained upcoming changes to TheKey. Set up time on Monday to continue discussion. -Attempted drop in meetings at the Cambridge Community centres. Had unexpected lengthy sales pitch to reception, she receives calls from seniors needing the services we provide and only knew to sent to CCAC/HCCSS. She tapped my business card to the reception desk. -Pharmacy across from the seniors centre. Had to explain HCA and got permission to bring in brochures. Saturday Sunday Totals 16 Success - Megan Polkiewicz from Heritage River in Elora reached out for a possible contract for staffing but wants UCP, the contract is given. Mtg with Megan & Paul discussing need. - Met Dr. Joseph Lee - Heritage Meadows & Chartwell TOTS advancement. - Cambridge Seniors Community Centre: Receptionist didn=E2=80=99t know whe= re to refer too, taped my card to the reception desk

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