Weekly Report - December 5th - 11th
Beth Sparrow-Waterloo Canada
Activity
Weekly Activity
Results
Day
City / Area Visited
# of Facilities/Trusted Advisors visits or virtual calls
# of Key Decision makers met
Potential leads
Monday
Virtual meetings
2
Tuesday
Kitchener, Waterloo
6
Wednesday
Elmira, Waterloo
6
1 temp staffing contact
Thursday
Kitchener, Waterloo
19
Friday
Virtual
2
1 Pinehaven
1 University Gates LTC
Saturday
Sunday
Totals
GOAL
Minimum 25
35
Best Practices/Big and Small Wins (Referral Account Specific):
-
Had 2nd meeting with The Court on Laurelwood to discuss a pilot cluster
care model for their Residents. Uncovered urgent staffing needs, upon
digging deeper the need for Housekeeping was an opportunity. They have had
it posted for 3 months with no response. We could staff right away. Looped
Matt in to send a staffing contract. Their Corporate office gave temporary
consent for housekeeping until the end of Dec. Will start this Monday.
Mon-Fri 7-3pm.
-
Great reconnection with Cambridge Seniors centers, took door prize to
their Seniors Turkey Dinner at a country club, 130+seniors in attendance.
-
Outstanding connections made at Waterloo Estate Planning Council
Meeting! One wealth advisor said he could think of 3 clients already!
-
Received a Lead referral from Pinehaven Nursing home (Schegal) This was
an opportunity to connect with the DOC Jill who has not been willing to
connect prior. Met for 45mins with CSM, was a positive meeting.
-
Chartwell Bankside meeting with GM and Sales went well. They are looking
for strategic, trusted partnerships to help them drive in new leads. They
know I can sell Chartwell so partnering with me would be their advantage
over the other Home Care companies that have approached them.
-
Chartwell Elmira appreciated us providing calendars (TheKey branded) for
Resident Christmas packages. They mentioned in the new year doing bags
from seniors in the community, I agreed to participate in providing branded
items.
Challenges/Concerns (Referral Account Specific)
-
Salesforce Ticket has been entered on Friday. (We previously Merged
accounts into HCCSS, formally LHIN) Have realized that the main Referral
Contact Barbara Blocki (LHIN)
<https://homecareassistance.lightning.force.com/lightning/r/0017V00001edbW9QAI/view>
was not merged into HCCSS
<https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001YuRB1QAN/view>,(there
are several active revenue accounts from her.) When I select the Barbara
Blocki referral link under Albert Pioneer Youth Services
<https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001XhlkrQAB/view>
Client account it isn't a valid link, receive an Error Message.
-
SLI for Albert Pioneer Youth Services
<https://homecareassistance.lightning.force.com/lightning/r/Account/0017V00001XhlkrQAB/view>
has not been entered yet into Salesforce. It was brought to our attention
that a Preferred Caregiver was asking for other staff’s private phone
numbers. Team addressed. I meet with Como from Pioneer to apologize and
reassure them that he would not return. They are continuing to staff with
us.
-
Realized unable to add F2F meet with Cosmo because Pioneer Youth
services is a Client account, not a referral account. Same issue with
Hopewell Children’s home.
-
Lost SOC, referred from Pinehaven Nursing Home. The daughter was ready
to start but needed time to read the contract. CSM and I went for the
assessment, and met with the DOC, (it was the 1st connection for us.) DOC
was warm and very friendly to us. The email from the daughter the next day
was to not proceed with service, this puzzled us all because it referred
after speaking with the DOC. Attempting to follow up to determine the
cause for not starting service.
-
Looking forward to Google and Salesforce calendars being able to sync 2
way soon. Finding it difficult to keep 2 organized calendars, as plans
change. This has been adding time and stress to administrative tasks.
-
SAP: Reviewed Q4 SAP, have not been able to achieve all action items,
some due to Lockdown/Outbreaks and a couple have not accepted any
opportunities to connect. Using as a learning opportunity to plan for Q1
2023
-
Account Payments. Several accounts have said they sent payment and we
didn’t receive it. Most recently Highview noted this was the 3rd time this
year and questioned. Is this a Canada Post issue or is this an issue that
needs to be investigated and a better solution? Concerned for the
perception of our business.
“Wait one more week – but this is the third cheque that’s gone missing this
year for Home Care – what is going on?”
Forecast toward Monthly Goal:
Goal
Currently at
Forecast
Start of Care
5
2
2
Revenue
15,000
$605
General Insights/Observations:
-
Retirement Homes are looking for partnerships that will drive leads to
them. They are trying to recover from lower occupancy from Pandemic.
Potential Prospects and Animal Kingdom
LEAD NAME/CITY
ANIMAL KINGDOM
SOURCE OF REFERRAL
NEXT STEPS
Housekeeping Staffing
The Court at Laurelwood
Signed Contract. Starting Monday
Evelyn Mather
Pinehaven Nursing Home (LTC)
Lost, but following up to determine why they didn't proceed
Valentina
(Hagey Neighbourhood)
Wendy Miller University Gates
Sales activity planned and entered in Google calendar for the following
Week: No
Will be planning Holiday Cards, Gifts Deliveries for next 2 weeks on Monday
and will be scheduling Drop-in’s.
--
Beth Sparrow
Home Care Liaison / Business Development
*Please note my email has changed:*
beth.sparrow@TheKey.com <Beth.Sparrow@TheKey.com>
(226) 771-9243 Direct
(519) 954-2111 Office 24/7 coverage
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>