--000000000000a2f93c05e314e15d Content-Type: multipart/alternative; boundary="000000000000a2f93c05e314e15c" --000000000000a2f93c05e314e15c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I think we need to have individual meetings with the GMs on all active referral accounts. They should do a pre-work prior to the meeting by classifying these active accounts as "house account" and "marketer credit account". This could be a simple data collection exercise and we make the decision. We should meet at the earliest. We have one Quebec candidate in the pipeline, Pierre Bechard from South Shore. I think this will not work out if our focus is on the West Island. Let me know if we can get any retirement sales consultants/leasing agents in retirement or home care arenas, who would be a good fit. We can always approach leveraging our talent acquisition team. Best regards, Matt *Matt Vijayan, B.Sc., MBA, CCPE* *Home Care Assistance * *Champions of Aging Well* On Tue, Jul 5, 2022 at 8:37 AM Timothy Thomas wrote: > All very valid concerns that I would agree with. > > Happy to facilitate a meeting with the GM's, let me know how you'd like t= o > proceed. > > Are you aware of any candidates for the second position in Montreal? > > On Mon, Jul 4, 2022 at 11:36 AM Matt Vijayan mvijayan@homecareassistance.com> wrote: > >> Hi Tim >> >> I will be sending a report of my work with Roger. In summary, >> >> >> - Roger has excellent relationships with key decision makers in few >> high end retirement homes. There is a reluctance in getting out for a >> face-to-face meeting (I have strongly asked him to be out in the fiel= d). He >> needs to be assertive in his approach; cold call on referral partners= . >> Taking to Stephanie and Joey, I got a sense that Roger can be asserti= ve and >> at times, aggressive to his accounts. >> - The head office is looking for =E2=80=9CStart of Care" and SLC staf= fing >> will not help Roger in the long run. I have asked him to focus on the >> companionship model. >> - My biggest concern on the Day 1 of the visit was that he did not >> have any agenda for the week or the day. He sent me an email this mor= ning >> by stating that this is fixed moving forward. >> - The July performance is going to be a good indicator of his >> effectiveness on how he leverages his relationship capital and few th= ings >> that I coached him on. >> - According to Joey, Roger is getting credits for business which >> should not have been the case. We should sit down very soon with the = GMs >> and ascertain what accounts should be part of the =E2=80=9Cmarketer c= redit=E2=80=9D. >> >> >> Best Regards, >> >> Matt >> >> >> Matt Vijayan, B.Sc., MBA, CCPE >> >> Home Care Assistance >> >> 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111 >> 2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200 >> 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: >> 289-374-6366 >> >>