------=_Part_876_747246220.1730214118307 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_876_747246220.1730214118307 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Sugashan Sivanesan, = New Coaching Call Sugas Sivanesan - 10/29/24 was created on 10/29/2024, = 11:01 AM . Please see the below fields: Coac= hing Form Name: Sugas Sivanesan - 10/29/24 Owner: Denny Roebel Coaching Activity for: Sugash= an Sivanesan Office: Toronto HCL Prior Call Commitments Completed: Yes = General Insights + Information: - GM and Sugas are spen= ding time in the field on Thursday - Sugas is meeting with senior living communities and is meeting with the s= ales department. =20 - Any meetings that have taken place, and follow ups have not happened, thi= s MUST be a priority this week.=20 - Sugas attending a networking event and met two wealth advisors and gained= a commitment for a follow up meeting.=20 - Upcoming meeting with Sunrise - Must hit the 25 F2F documentation in SF - Build out calendar to maximize time management. - Follow up and Follow through! Regional Director in attendance : false Operator in Attendance to call: Timon Page Topics Discussed on Call? : Monthly REV and SOC Goa= l Documented Activity SAP Accounts Time Man= agement Toolkit Tools + Strategies Action Items: see above SOC Goal : 1 SOC MTD: 1 Revenue Goal: 2,500 Revenue MTD: $2,265 Revenue Forecast: $4,106 Activity Goal: 95 Activity MTD: 55= AP - MTD Leads #: 0 AP - MTD = Opportunities #: 0 Closed Won P= ast Ant. Start+No Rev: Husband of Evelynne Belinsky, Coaching Call Completion Date: 2024-10-29 Please review the link below for more details : Coaching= Call: https://homecareassistance.my.salesforce.com/a29UH000000Su7= JYAS ------=_Part_876_747246220.1730214118307--