Weekly Report
Beth Sparrow
DATE: October 3-7th
Priorities This Week
-
Networking Event on Wednesday
-
Thanksgiving: use thanksgiving baskets as an opportunity to make an
introduction & in-person contact
Weekly Activity Summary
# of F2F Contacts
Results
Monday
Admin
Made thanksgiving baskets for outreach later in the week.
University Gates
4
University Gates
Tuesday
Admin
Event prep, reminder connections.
Wednesday
TheKey Club Event
7
New Contacts & F/U Opportunities
F/U Dr.Almeida to book Lunch and Learn for Parkinson’s Clinics
Social Media post from Influencer
Thursday
University Gates
Beechwood-got new contact names & emails (they didn’t reply yet)
Dr. Nikita Parika intro mtg
4
Met New Ast. GM-LTC at UG Long mtg, relationship and trust building.
Excellent intro mtg with Dr. Parika, (possible speaker.)
Friday
New Vision Health Team-Chantelle
Winston Park -Lead F/U with referral
Hygate-Met New DOC (need to add to SF)
Pinehaven- Met 7 staff in their mtg!
Chartwell Royal on Gordon
Heritage Meadows-Met new Ast. Manager
Chartwell Queen’s Square-Mtg GM, Collateral given
Cambridge Mobile Voting-They took Photo to Post!
14
Will be added to the Private Home Care Referral List at New Vision Health.
Hygate- Set up sit-down presentation with new DOC
Pinehaven-F/U with Collateral
Unplanned: Drive-by opportunity, mobile drive-through Voting station,
(20-30 Town staff & volunteers.) Introduced myself and said I was handing
out baskets to the Nurses at partnership SLC, great conversation. They
wanted to take photo with me, they all clapped. Random!
Saturday
Sunday
Totals
Total won’t match Salesforce
29
Success
-
1st TheKey Club Event. Good attendance, positive atmosphere and response
during follow-ups.
-
Dr. Quincy Almeida <qalmeida@wlu.ca> Parkinson Clinics (& research lead)
has patients needing 1:1. Will book a meeting at one of his clinics and
possible future lunch and learn for his teams.
-
Advanced relationship with Chartwell Clair Hills.
-
Advanced relationship with University Gates, met more staff in LTC and
had a lengthy meeting with the new Assistant GM-LTC.
-
Mint memory: Dr. Linda Lee F/U re: sponsorship & intro to Joseph Lee
(Thankful Matt is facilitating this partnership.)
-
New Vision Health Meeting (15 Doctors including Geritrican and Mint
Memory trained site with Complex lead-Chantelle. 30,000 patients.
Presented. The result was educating, learned issues they face, how we can
help. We will be added to the Private Home Care referral list, (non-bias
alpha order.)
-
High staff turnover at most SLC, made some new contacts and have
follow-up opportunities.
Challenges/Concerns
-
Client ended care: Bridgette Mausser Referral Cindy BSO Lead & Wendy
Miller DOC University Gates LTC SOC Sept 28 Mon-Fri 10-6 Tripartite. Client
refused access, caregiver sat outside room. Client thew things at
caregiver, kicked chair out. Caregiver resigned from assignment Tues Oct 4
last day. New caregiver assigned then Care ended Oct 5th after the
escalated situation with clients partner. Follow ups happened, complex
situation.
-
Competitor is 2 steps ahead of booking meetings and offerings at SLC.
(I’m going to set up a meeting with them.)
Week
Leads
Opportunities
Start of Care
October 3-7th
Carmen from Winston Park
Fairview Group Home
<https://homecareassistance.my.salesforce.com/0017V00001j67xHQAQ>
(See Note to change to a NEW ACCOUNT)
Monthly Goal
Goal
Currently at
Notes
Start of Care
0
Revenue
Items to Discuss on Coaching Call
-
Expenses: Waiting for Amex & reimbursements
-
Salesforce: YW Emerg Shelter is a client under the HCCSS Account.
Discuss with Matt during Tues’s coaching call if I can request to move it
to a New Account so that I can add contacts, SAP etc?
-
Pipeline Mtg Prep: Matt to show how to do a customer report. So I can
run the report on a weekly basis and SF will spit out leads, opportunities
and SOCs.
GOALS this Quarter:
1.
SAP
2.
Learn/practice/familiar with HCA software, reports, tools & resources,
creating routines and systems for success.
3.
Identify referral growth opportunities for the next Quarter
4.
Establish at least one contact/SAP and start to build trusted
relationships.
--
Beth Sparrow
Home Care Liaison / Business Development
*Please note my email has changed:*
beth.sparrow@TheKey.com <Beth.Sparrow@TheKey.com>
(437) 216-3067 Cell
(519) 954-2111 Office with 24/7 coverage
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://www.thekey.com/>