--Apple-Mail=_B90D3918-777A-4E02-A47F-F223E7F76F83 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Hello Roger, Good coaching call today. You are projected to hit your SoC and revenue = goals! You doubled down on your efforts, had good clarity on your goals = and delivered. Let=E2=80=99s keep it going.=20 Ensure you are on top of the salesforce/AP data reporting. I will assist = you where you need me. Shout out to Joey Taylor and his operations team = for supporting sales! Best Regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Home Care Assistance Direct: 905-592-0085=20 > Begin forwarded message: >=20 > From: Google Forms > Subject: Sales Leadership Coaching Call > Date: July 27, 2022 at 11:40:53 AM EDT > To: mvijayan@thekey.com >=20 >=20 > Thanks for filling out Sales Leadership Coaching Call = Here's what was = received. > Sales Leadership Coaching Call > Your email (mvijayan@thekey.com ) was = recorded when you submitted this form. > BD Manager Name * >=20 > Ashley Mirone > Anastasia Hurtado > Melissa LeBoeuf > Kevin Stallo > Gabrielle Pumpian > Deanne Belcher > Kevin Symes > Nick Landaker > Vanessa Treadwell > Sarah Thompson > Arwa Landivar > Chris Cascio > Laura Jeros > Cash Edwards > Lauren McGraw > Matt Vijayan > Kurt Davis > Christine Cocotas > Jennifer Lau > Hether Young > John Potocki > JP Benlian > Scott Viscomi > Raquel Hernandez > Sales Team Member Name (first & last) * >=20 > Roger Caron > Account advancements and other breakthroughs: * >=20 > Chartwell Le Wellesley (Pointe Claire) and Chartwell Belvedere de = Lachine are now new SoCs for Roger. Great work! > An assessment is booked for a client referred from Axes Residences. = This would potentially be Roger's third SoC. > Accounts at Risk and the reason (ops/staffing challenges, unable to = reach decision makers, different advancing strategies needed): * >=20 > None > Skill sharpening: What skills were identified and worked on today? * >=20 > Breaking into a Channel > Leveraging Community Partners > Obtaining a Meeting > Time Management > =E2=9C=93 > Closing/Commitment > Goal Clarity > Achievement Drive > Emotional Intelligence > Social Skills > =E2=9C=93 > Other: salesforce - leads, opportunities, assessment, clients, = SoC definitions > Action Plan for Sales Team Member: * >=20 > Keep an eye on the salesforce and analytics portal to ensure the good = efforts are reflecting on the systems.=20 > SLC project competition - Scheduled to meet with the owners of Place = Kensington and Westmount to introduce the partnership program > Bring GCM to SLC - Roger has secured a GCM, Claire Webster, for the = presentation. He needs to identify a SLC (Claire does not want to work = with Place Kensington). Potential opportunity with Sunrise or Groupe = Maurice > Utilize Mindfit series in French > Action Plan for Sales Manager: * >=20 > Observe the salesforce and AP. Help with SLC partnership and GCM = project.=20 > HOO Present? * >=20 > Y