I have some thoughts about Sugas as well. Lets chat on our 1:1. The whole
"I am going to let Timon lead" thing has raised so many red flags for me.
On Mon, Nov 18, 2024 at 11:17 AM Timothy Thomas <tt@thekey.com> wrote:
> I have some serious concerns about Sugas.
>
> I wanted to get into his question about what "closing the back door" means
> but figured it wasn't the right time given he's already having issues with
> confidence.
>
> How do we get him more support? And / or what point do we walk away?
>
> On Mon, Nov 18, 2024 at 11:03 AM Denny Roebel <denny.roebel@thekey.com>
> wrote:
>
>> **Hello Sugashan Sivanesan,
>>
>>
>> New Coaching Call Sugas Sivanesan - 11/18/24 was created on 11/18/2024,
>> 11:03 AM .
>>
>>
>> Please see the below fields:
>>
>> *Coaching Form Name:* Sugas Sivanesan - 11/18/24
>>
>> *Owner: *Denny Roebel
>>
>> *Coaching Activity for:* Sugashan Sivanesan
>>
>> *Office: *Toronto
>>
>> *HCL Prior Call Commitments Completed: *Yes
>>
>> *General Insights + Information: *- Precall work for Coaching must be
>> submitted prior to coaching. - GM and Sugas met with the Regional VP BD for
>> Sunrise. Takeaway - was able to gain an interest on partnering. In a recent
>> invite to a networking event put TheKey's logo on the invite. Sunrise
>> expressed the interest in gaining referrals from us. Sunrise is working
>> with the trusted advisor network. Action item - Build out the Community
>> Resource List/ Partner in Care List then partner with Timon to introduce
>> this to the Ops team. - Cogir - Sent up a meeting for 12/5 for a region
>> wide meeting. Meeting with Health & Wellness Managers and Sales
>> Departments. Using this opportunity to speak to the differences about
>> TheKey and partnerships. - Action - Listen to Denny's podcast this week. -
>> Follow up and follow through. Sugas admits that this is something he is
>> working and can stay this might be the reason why there is a lack of
>> referrals right now. - Have to get leads/ make the phone ring - SLC - some
>> of the objections are - We can put you on the list, "Just another care
>> company", ACTION - gain a meeting with the activities department to speak
>> about MindFit and TimeSlips. - CBIC - Was able to meet with this wealth
>> advisor company. Gained a follow up meeting through lunch. Manages over
>> $400 mill. ACTION - Speaking engagement for his clients or potential
>> clients. Follow up with this referral source on securing this speaking
>> engagment. Possible empathy training. - Must hit the 25 F2F documentation
>> in SF - Build out calendar to maximize time management. - Follow up and
>> Follow through! -
>>
>> *Regional Director in attendance : * true
>>
>> *Operator in Attendance to call: *Timon Page
>>
>> *Topics Discussed on Call? : *
>> Monthly REV and SOC Goal
>> SAP Accounts
>> Overcoming Objections
>> Breaking into a New Account
>> Toolkit Tools + Strategies
>>
>> *Action Items: *See above
>>
>> *SOC Goal :* 2
>>
>> *SOC MTD: *0
>>
>> *Revenue Goal: *7,500
>>
>> *Revenue MTD: *$1,207
>>
>> *Revenue Forecast: *$2,784
>>
>> *Activity Goal: *95
>>
>> *Activity MTD: *30
>>
>> *AP - MTD Leads #: *0
>>
>> *AP - MTD Opportunities #: *0
>>
>> *Coaching Call Completion Date: *2024-11-18
>>
>> Please review the link below for more details :
>>
>> *Coaching Call: *
>> https://homecareassistance.my.salesforce.com/a29UH000000UA6nYAG
>>
>