------=_Part_13782_1357903238.1680619102750 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_13782_1357903238.1680619102750 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Amanda Ilines, Ne= w Coaching Call Coaching Call Follow Up 04/04/2023 Amanda Ilines was create= d on 4/4/2023, 7:38 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 0= 4/04/2023 Amanda Ilines Owner: Matt Vijayan Coaching Call for: Amanda Ilines Office: Oakville HCL Prior Call Commitments Completed= : false Prior Next Steps Incomplete: Connec= t with Christine McMahon from Revera regarding Quebec contacts Lead the Revera project for Canada - 1) connect HCLs with DHW regionals 2) = Work with Revera Mississauga HO to start building a companionship project. SO= C Goal : 7 SOC MTD: 0 (1 to start this week) Revenue Goal: 85,000 Revenue MTD: $5,725 Revenue Forecast: = $100,000 Activity Goal: 100 Activity M= TD: 0 AP - MTD Leads #: 0 = AP - MTD Opportunities #: 0 Pipeline Health Actions: Highest top of the funnel numbers (= prospects/opportunities) ever in Oakville and the best conversion rates in = the country (great work Operations). Well diversified portfolio with 6 new = activated accounts. Closed Won Past Ant. Start+No Rev: Closed Won Start Date Upcoming: Inderani Mariyad= as, SAP Accounts Needing Action (5): Focu= s on the top SAP accounts Develop specific marketing programs to the non-Schlegel Accounts (Sunrise o= f Oakville, Chartwell Waterford) Action Items: Revera project milestones - book meeting with Lorena Work with Geoff M in Toronto to help out with Revera partnerships Diversify outside SLC - e.g. Bringing Shirlea Crook to Waterford for speaki= ng engagement. General Insights + Information: Amanda went above and beyond to hit the highest SoC in the Canada for= the month of March. Another impressive part is that she has a well diversi= fied mix of referral accounts feeding into her Starts. Great job, Amanda. Regional Director= in attendance : false Operator in Attendance to call: = Topics Discussed on Call? : Monthly REV and SOC Goal;Documented Act= ivity;SAP Accounts;Breaking into a New Account;Toolkit Tools + Strategies Coaching Call Completion Date: 4/4/= 2023, 7:38 AM Please review the link below for more detail= s : Coaching Call: https://homecareassistance.my.sal= esf