------=_Part_550_1306865665.1730296429523 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_550_1306865665.1730296429523 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Amanda Ilines, Ne= w Coaching Call Amanda Ilines - 10/30/24 was created on 10/30/2024, 9:53 AM= . Please see the below fields: Coaching For= m Name: Amanda Ilines - 10/30/24 Owner: Den= ny Roebel Coaching Activity for: Amanda Ilines Office: Toronto HCL Prio= r Call Commitments Completed: Yes Gene= ral Insights + Information: - Meeting with the Regional Health and= Wellness Manager, Christine. She manages 16 Senior Living Communities. I w= as able to set up a Manager Appreciation Event sponsored by TheKey to pay f= or lunch and present to all the Health and Wellness Managers at each of the= 16 properties in her region. Event will take place end of November. - Working on another event for a large SLC, Cogir, for their wellness manag= ers and their EDs. They have a preferred provider list but the preferred p= rovider is unable to staff these clients.=20 - Question - Monetary budget for larger, regional meetings with large numbe= rs of key points of contact in attendance. (loop in Timon for these type of= events and the ROI for this) - submit SAP for approval - Document F2Fs Regional Director in attendance : false = Topics Discussed on Call? : Documented Activity = SAP Accounts Breaking into a New Account C= hallenges/Opportunities: "Large region. How to manage such a larg= e area when driving time takes over an hour there and over an hour back." -= invest your time to get the biggest ROI. Virtual meetings do count as F2F= to drive business. Use the scorecard from the previous. = Action Items: see above = SOC Goal : 0 SOC MTD: 0 Revenue Goal: 0 Revenue MTD: $14,783 (Rev from previous clients) Revenue Forecast:= $16,789 (Rev from previous clients) Activity Go= al: 0 Activity MTD: 13 AP - MTD Leads #: 2 AP - MTD Opportunities #: = 0 Coaching= Call Completion Date: 2024-10-30 Please review the link= below for more details : Coaching Call: https://hom= ecareassistance.my.salesforce.com/a29UH000000SycLYAS ------=_Part_550_1306865665.1730296429523--