Re: Coaching Call Follow Up - Geoff McCallum (Toronto Downtown)

--0000000000008866e905ef51dcc6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, At the beginning of November my SOC goal was 2. I finished November with 3 SOCs and $24,436 above my revenue target. Halfway through November my SOC goal was increased to 4. I am on pace to finish the (short) year $30,000 over target. I understand everyone had their targets increased, but to say that I did not meet company standards and failed to meet my sales goals is not the full story. Please let me know what you mean by 'further action'. I have a young family at home who I am supporting, and if this means my job is in jeopardy please let me know. This is my 9th week in a territory that historically has not had any referral accounts. Toronto has a massive opportunity and I'm excited to build it. I have no doubt Toronto can and will be the revenue and SOC leader for Canada. Thanks, Geoff On Wed, Dec 7, 2022 at 9:53 PM Matt Vijayan wrote: > Hi Geoff, > > In November, you missed your Start of Care (SoC) goal of 4, which does > not meet company standards and expectations. Your upcoming goal for the > month of December is 5 SoC. A failure to continue to meet your sales goal= s > will result in further action. As discussed extensively, you have few GCM > preferred partnership and SLC agreements that you can leverage in Toronto > drum up 3-4 starts in December besides 3 opportunities in your pipeline. = I > am confident with good planning and execution, you will exceed the month'= s > goal. > > Forecast toward Monthly Goal: > > =C2=B7 Monthly revenue goal: $10,000 > > =C2=B7 Month to date revenue: $3,118 > > =C2=B7 Estimated Monthly Revenue:>$10,000 > > =C2=B7 Monthly Start of Care Goal: 5 > > =C2=B7 Actual Start of Care: 1 (3 more to come) > > =C2=B7 Monthly activity goal: 100 > > =C2=B7 Actual activity: 43 > > > Action plan for Sales Team Member: > > Leverage staffing brochure with key SLCs > > Follow up on the opportunities/assessment cases in the pipeline especiall= y > the one referred by Audrey Miller > > Connect with Renay in person to advance BSO opportunities at Humber Heigh= ts > > Good progress with Google calendar planning and continue improving on thi= s > front - Thank you. > > Connect with Matt prior to any crucial meeting with strong referral > partner; the purpose is to brainstorm and fine tune messaging based on th= e > case scenario > > > Account advancements & other Breakthroughs: > > > > - Geoff had a great meeting with the AGM and sales team at Schlegel Vi= llages > SLC in Toronto (The Village of Humber Heights) Found 4 potential BSO l= eads, > out of 15 BSO total. The AGM introduced Geoff to Director of Nursing a= nd > BSO lead (Renay). The requirement is for male caregivers. Currently th= e LTC > is using a security organization. > - Avenue MD: Secured a SoC from Ford Plastic Surgery. Great work here! > - Toronto Rehab: Referred us Sprint Senior care in November - > excellent work getting a SoC (turtle)