--000000000000ff821c05ed0d0835 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jay, Not a good start for the month with SoCs (You will surpass the $150K barrier this month). I am expecting at least 12 SoC from Vancouver. Please keep up your efforts in diversifying your accounts and reduce the reliance on Vancouver Coastal Health. We will continue our efforts to infiltrate Fraser Health and other units of VCH to generate a solid breakthrough. Thank you for taking care of Google calendar updates on your drop in activities. Your call average is also on the rise. *Forecast toward Monthly Goal:* =C2=B7 Monthly revenue goal:* $20,000* =C2=B7 Month to date revenue:* $29,345* =C2=B7 Estimated Monthly Revenue: $160,000 =C2=B7 Monthly Start of Care Goal:* 4* =C2=B7 Actual Start of Care: 0 =C2=B7 Monthly activity goal: 43 (great work in fixing SF issues, Jay) =C2=B7 Actual activity: 100 *Account advancements & other Breakthroughs:* Nov =E2=85=9A Senior LIving Expo - Connected with RCMP, Wealth Advisors, E= state Planners, Lawyers, Fraser Health, and multiple SLCs at Seniors Expo who were in agreement and excited about the opportunity of partnering. * Challenges / Concerns:* Health Authorities (Vancouver Coastal and Fraser Health) will require significant research and effort aiming for significant results in Q2 2023 with signed contracts. VCH - Is a major source of business. Clients are typically short-term Cheetahs. Challenge in predictability, causing challenges in forecasting and staffing. Strong desire to expand this business and gain access to more long-term clients. Desire to diversify sources of business and gain more clients from SLC. * Pipeline Health:* Over-reliance on VCH could be detrimental in the long-term. We need to diversify to include more SLCs and rehab business into Vancouver business. LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS Vancouver Turtles and Elephants Contacts made at Senior=E2=80=99s Expo - SLCs (Shannon Oaks, Aspira, Verve,= Langley Gardens Follow up with contacts made at seniors expo Lower Mainland or Greater Vancouver Area Cheetahs, Turtles and Elephants Fraser Health and Coastal Health Explore key contacts at Fraser Health and Coastal Health for contracts *B2B tool kit & Account at Risk form:* Leverage Dr. Shadi's presentation with key decision makers Mindfit series new editable invitation (PDF) is an efficient way to get the message across with participating or interested SLC *Action plan for Sales Team Member:* Continue building business with Amica and Parc. Amica Arbutus is in the right stage of the selling process and they have the right cliente. Ask Maryam and April if you can pilot companionship with one of the declining residents. Staffing business picks up by Q4. Leverage the experience of Vancouver operations to build this business in key SAP accounts. Get more insights on how to leverage the below *Older Adult Mental Health Program* https://find.healthlinkbc.