Hello Lorena Ybarra, New Coaching Call Coaching Call Follow Up 01/23/2023 was created on 1/24/2023, 7:26 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 01/23/2023 Owner: Matt Vijayan Coaching Call for: Lorena Ybarra Office: Montreal HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Activity Goal: 100 Activity MTD: 47 SOC Goal: 4 SOC MTD: 3 Revenue Goal: $15,000 Revenue MTD: $42,840 Revenue Forecast: Pipeline Health Actions: Healthy pipeline. Lorena is going to hit her SoC target again for the second month. Closed Won Past Ant. Start+No Rev: Mr. Pizem, Thi Suong Nguyen, Joseph Pagnotta, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): 1) Gerontologis (GCM) - Weekly follow up for potential clients 2) Residence Quebec (stalled account) - reinstate the referral partner status. Sign another contract. 3) Lakeshore Hospital (Pointe-Claire) - presentation to social workers (geriatric department) 4) Altomedic (potential a lot of 24/7 care) - be proactive with cases that is referred, constantly following up 5) Selection West Island - Following up with the lead nurse; clients out of hospital or respite care Action Items: Work with Roger to maximize SoC in Montreal (Selection Laval) Matt to send talking points for the meeting with Sylvia from Place Kensington General Insights + Information: Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 24, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhHW8QAN