--000000000000e0381305ef31640d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sola, You are off to a good start with activities last week (ensure you are documented on a daily basis using Salesforce). Please resend your weekly report. Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $100 =C2=B7 Month to date revenue: $0 =C2=B7 Estimated Monthly Revenue:>$100 =C2=B7 Monthly Start of Care Goal: 1 =C2=B7 Actual Start of Care: 1 SoC expected from Proactive Seniors =C2=B7 Monthly activity goal: 100 =C2=B7 Actual activity: 20 (SAP needs to be updated) Action plan for Sales Team Member: Review Momentum Report on Analytics Portal - review declining and active accounts. Grow active accounts such as Proactive Seniors. Develop a December action plan and we will review in our next meeting. Review HCL playbook in its entirety. Update Google calendar with your daily plan 5 days out. Document your activities on Salesforce - none of the calls are showing up (mark them as F2F where appropriate) Pipeline Health: =C2=B7 Pipeline is not showing up. May show up with the first SoC. B2B tool kit & Account at Risk form: Utilize Home Care Assistance brochures shared with you via Google link. Drop off staffing brochures ASAP Action Plan for Sales Manager: Matt to review activities report after Sola has updated Salesforce. Review google calendar Matt to ride along with Sola in January Best regards, Matt Matt Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com TheKey.com [image: TheKey] --000000000000e0381305ef31640d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sola, You are off to a go= od start with activities last week (ensure you are documented on a daily ba= sis using Salesforce). Please resend your weekly report.=C2=A0 Forecast toward Monthly Goal: =C2=B7 Monthly revenue goal: $100 =C2=B7 Month to date revenue: $0 =C2=B7 Estimated Monthl= y Revenue:>$100 =C2=B7 Monthly Start of Care Goal: 1 =C2=B7 Actual Start of