Hello Geoff McCallum, New Coaching Call Coaching Call Follow Up 03/18/2023 was created on 1/18/2023, 8:13 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 03/18/2023 Owner: Matt Vijayan Coaching Call for: Geoff McCallum Office: Toronto HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: PAC meeting - 5-6 trusted advisors. Double down your efforts with any SAP accounts that has produced leads in last 12 months. Activity Goal: 100 Activity MTD: 27 SOC Goal: 5 SOC MTD: 2 Revenue Goal: $15,000 Revenue MTD: $24,427 Revenue Forecast: Pipeline Health Actions: 5 opportunities, Geoff is going to hit his January targets. Closed Won Past Ant. Start+No Rev: Fred Wicks, Pauline Glassman, Alfonso Di Cicco, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): St. John's (sunnybrook) Rehab Humber Heights retirement and LTC Christie Gardens The Annex Chartwell Scarlett Heights - Memory Living Copernicus Lodge Action Items: Follow up with operations on undocumented closed won clients. Focus on SLC agreements PAC meeting - end of February Annex - Mindfit series continuing General Insights + Information: Great recovery from dry pipeline in the first half of December. Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 18, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhG1PQAV