Hello Sola Feyisitan, New Coaching Call Coaching call follow up 01/17/2023 - Sola Feyisitan was created on 1/17/2023, 12:24 PM . Please see the below fields: Coaching Call Name: Coaching call follow up 01/17/2023 - Sola Feyisitan Owner: Matt Vijayan Coaching Call for: Sola Feyisitan Office: Calgary HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Evaluate the date of SoC with 3M partnership Plan a Professional Advisory Meeting (PAC) in February with key trusted advisors Follow up on the agreement with Atria retirement on the pricing for staffing. Activity Goal: 100 Activity MTD: 46 SOC Goal: 2 SOC MTD: 0 Revenue Goal: $5,000 Revenue MTD: $1,824 Revenue Forecast: Pipeline Health Actions: Pipeline looks healthy. 3 opportunities from a GCM, Proactive Seniors. Sola needs to follow up on three opportunities. 2 of them do not have any timeline/action associated with it.Sola can hit her targets for January. Closed Won Past Ant. Start+No Rev: Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Proactive Seniors - connecting with Kathy and Judy on a regular basis. Lunch & Learn to be organized shortly Shalem Retirement - Susan and Dorothy are the main contact. Agreement is already in placement. Arbour Lake (Atria) Retirement - Meeting with Derrick and Deidre. Canyon Meadows (Atria) retirement - Maggie Fox and Bradley are the primary contacts. Sola to meet with them for signing an agreement. Chartwell Royal Park - Meeting with Wellness Manager - final objective is to sign an agreement. Requires engagement activities. Action Items: Follow up with operations on the pipeline trend - what will the conversion from prospect to client look like by end of January? Matt and Sola are working on Atria retirement agreement. Sola to connect with the Regional Director (Arbour Lake) and book meeting. Sola to also book meeting with Derrick at Canyon Meadows. Assess any further opportunities with 3M (Jennifer Bates) General Insights + Information: Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 17, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhFZpQAN