--00000000000060b63105ee1250b7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Amanda, Based on our conversation, you are going to exceed your "modified" target of 5 SoCs and revenue goal by the end of this month. Great work! *Forecast toward Monthly Goal:* =C2=B7 Monthly revenue goal:* $10,000* =C2=B7 Month to date revenue:* $12,005* =C2=B7 Estimated Monthly Revenue: $19,476 =C2=B7 Monthly Start of Care Goal:* 5 (modified)* =C2=B7 Actual Start of Care: 2 (+4 in the pipeline) =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 74 *Account advancements & other Breakthroughs:* =E2=97=8F Sponsored coffee at Probus (seniors=E2=80=99 group) meeting= and was able to give information out to most of the 85 attendees all 80+ at the event. They would like HCL to come again in January. =E2=97=8B also met the president of the ladies chapter who is also loo= king to have HCL sponsor as well. =E2=97=8F Interest in cluster care for Heritage Place that doesn=E2=80= =99t currently have any support as they are a zero care community and the home care company that does their med administration won=E2=80=99t do any cluster car= e. =E2=97=8F Was able to sponsor entertainment for Chartwell Waterford=E2= =80=99s open house and met all the key managers. =E2=97=8F Sponsored entertainment for Tansley Woods Christmas Bazaar. = Was able to attend and meet some key managers =C2=B7 * Challenges / Concerns:* =E2=97=8F Continuing to expand connections, however, still nurturing c= urrent relationships =E2=97=8F Still trying to get into some other key communities like V!V= A Oakville and Chartwell Oakville. Not able to break through. =E2=97=8F Misconceptions about us only being staffing which is why som= e aren=E2=80=99t meeting with HCL as they have strict instructions not to work with staffing agencies except for specific ones. Go in with the conversation of 1:1 right off the get go so they will meet with HCL. * Pipeline Health:* =C2=B7 9 opportunities =E2=80=93 significantly improved from last week. Ple= ase take ownership in improving the conversion %. Bring up in the pipeline meeting tomorrow on the need for proper documentation. We noticed that there were 3 clients in pipeline trend, who had been assessed and no next steps had been assigned. *B2B tool kit & Account at Risk form:* *Pitch Decks* =C2=B7 *Preferred Partner Pitch Deck * =C2=B7 *Educational presentations for residents -- created by Dr. Shadi Gholizadeh * *Marketing Collateral* =C2=B7 B2B Your Partner in Care Trifold =C2=B7 B2C The Care You Need in the Community Your Love =C2=B7 SLC Referral Partner One-Sheet =C2=B7 Abbotswood at Stonehenge Case Study (exclusive provider) - *customiz= e and* *order on the Brand Center* =C2=B7 Loveland Case Study (new community) - *customize and* *order on the = Brand Center* =C2=B7 Heart Home Case Study (staffing) - *customize and* *order on the Bra= nd Center* =C2=B7 Maravilla at The Domain Case Study (Mind Fit Series) - *customize an