--000000000000f32c9d05eb92b851 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - October 17, 2022 (Monday first day of the week) Beth Sparrow Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Meetings & Admin 0 0 0 Tuesday SHIP (Service and Housing in the Province Hygate Retirement Orthopedic Surgeons Cambridge 3 4 0 Wednesday Dr. Quincy Almeida Nikita Parika Christine 4 bidding 3 4 0 Thursday Winston Park Chamber Lunch Movers 3 10+ 0 Friday Jim Estate Planner Winston Park DOC Warm Embrace Margot McWhirter 4 4 0 Saturday Sunday Totals GOAL Minimum 25 22+ Best Practices/Big and Small Wins (Referral Account Specific): - Was referred by current YW Account to Lina Termini from SHIP. Had a meeting, and they are looking for a vendor on record (Staffing Contact, for mid-November Men= =E2=80=99s shelter opening.) - Hygate Retirement is interested in Mind Fit and any educational sessions for their Residents - Carespace is considering a Lunch and Learn for their senior leadership team. Also, expressed possible interest in education sessions for their clients. - Reconnected with a local senior downsizer who also does home safety assessments. On her top 3 home care referrals. - Introductions and connected with several decision makers at Winston Park= . - Introduction meeting with an Estate planner went very well. Was invited to be a guest at the next Estate Planner=E2=80=99s Council meeting and e= xpressed interest in having me present at a future meeting. Soft ask for PAC. Challenges/Concerns (Referral Account Specific) - Several reach outs were not responded to yet, will continue to try to book meetings. - Will need to spend time in the Brand center to review presentations. I was asked for content details but was not prepared to answer this. Prin= t Mind Fit and SLC brochures for SLC. - Expenses not deposited as of Oct 21. Seth is investigating. Forecast toward Monthly Goal: Goal Currently at Forecast Start of Care 2 2 Revenue $5,000 $5,787 Activity 100 General Insights/Observations: - Still learning and growing into the role. Potential Prospects and Animal Kingdom LEAD NAME/CITY ANIMAL KINGDOM SOURCE OF REFERRAL NEXT STEPS SHIP Staffing Contract Ms.Mcklusky Luther Village (?) 3 Leads & 7 Opportunities Google Search Sales activity planned and entered in Google calendar for the following Week: YES --=20 Beth Sparrow Home Care Liaison / Business Development *Please note my email has changed:* beth.sparrow@TheKey.com (437) 216-3067 Cell (519) 954-2111 Office with 24/7 coverage TheKey.com [image: TheKey] --000000000000f32c9d05eb92b851 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - <span style= =3D"font-size:11pt;font-family:Calibri,sans-serif;color:rgb(0,0,0);backgrou= nd-color:transparent;font-weight:700;fon