Hello Beth Sparrow,
New Coaching Call Coaching call 01/16/23 - Beth Sparrow was created on 1/16/2023, 10:12 AM .
Please see the below fields:
Coaching Call Name: Coaching call 01/16/23 - Beth Sparrow
Owner: Matt Vijayan
Coaching Call for: Beth Sparrow
Office: Waterloo
HCL Prior Call Commitments Completed: false
Prior Next Steps Incomplete: Identify current pre-qualified care agencies (Care Partners, Home Instead, CBI, Paramed) from Issac Behar (HCCSS). Set up a meeting to talk about overflow work. Matt had already sent contact information from Care Partners.
Focus more in Guelph region – activate Riverside Glen, Arbour Trails (Matt to connect Beth to Cherie-Lynn).
Clair Hills HCCSS coordinator – connect with Nicole to see if we can accomplish patient/family managed care in this SLC – Bloom Home Care is the current partner.
Develop your PAC and mid-January to be the first meeting (virtual or in-person or both) – Book a virtual meeting in January/February
Beth to reignite BSO cases from Parkwood LTC (Bowman neighbourhood) - the change in nursing leadership is a welcome change
Activity Goal: 100
Activity MTD: 21
SOC Goal: 6
SOC MTD: 1
Revenue Goal: $3,000
Revenue MTD: $20,000
Revenue Forecast:
Pipeline Health Actions: Expecting 10 SoC with YW housing (women's shelter). Beth will hit her target if this project comes through. The pipeline in general is still dry.
Closed Won Past Ant. Start+No Rev: Lauris House, Cooper Street House, Dudhope House, Elliot House, Kent House, Laural House, Saginaw House, Stirling MacGregor House, Wedgewood House, Valentine House, Blair House, Mercer House, Yong Lim, Martha Leibbranddt,
Closed Won Start Date Upcoming:
SAP Accounts Needing Action (5): Schlegel Villages Properties - University Gates LTC/AL/ML, Winston Park AL/ML/LTC, Pine Haven LTC, Riverside Glen LTC/AL/ML, Arbour Trails ML/IL
HCCSS contacts - Barbara Blocki and Issac Behar
Estate Planning Council - Jim Kibble, Debbie Stanley
Parkwood Mennonite BSO HI one-to-one companionship
Action Items: Analyze and action on declining and inactive accounts (Parkwood LTC) to kick start filling up the top of the funnel (leads/opportunities)
Secure a meeting with HR director of Cambridge Living Community to talk about COVID rates and extension of our services to other locations.
Connect with the new Director of Care, Parkwood Mennonite LTC to understand the bottleneck with BSO leads.
Leverage the HCCSS overflow knowledge and connect with pre-qualified partners - perhaps with home health agency (Barbara Blocki could help)
Kick start the agreement negotiation with Grand River Hospital.
Start connecting with Schlegel and Chartwell partners in London (via emails/phone calls)
General Insights + Information: Low Face-to-Face calls (leading indicators).
Great opportunity with YW housing.
Operator in Attendance to call:
Completed by: MattVijayan
Coaching Call Completion Date: January 16, 2023
Please review the link below for more details :
Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhFT1QAN