--000000000000dcafc705f217d8e7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, Thanks for the offer, but not at this time. Learned we can't do walk-ins, prior approval must be given for Allison or myself to go. Arranged a time for Allison to go tomorrow when Odelia will be there and we're having a full follow up on Monday. Once we see how that goes can plan next steps. On Thu, Jan 12, 2023 at 4:27 PM Matt Vijayan wrote: > Thank you Beth. Do you want me to connect with CLC and/or North Lodge > management? Should I connect with Miryam and Chris Heath? > > Best regards, > > Matt > > Matt Vijayan, B.Sc., MBA, CCPE > Director of Sales, Canada > *Please note my email has changed:* > mvijayan@TheKey.com > > TheKey.com > [image: TheKey] > > > On Thu, Jan 12, 2023 at 4:25 PM Elizabeth Sparrow > wrote: > >> Hi Matt, >> >> I'm off tomorrow, sending this today. >> >> I have the estate planners event tonight. I am leaving directly after an= d >> will not have an opportunity to update Salesforce before monday. >> >> I am planning to send you and Tim and email about my concerns about >> delaying rebranding, in hope that might be helpful? >> >> Have a good week-end, >> Beth >> >> >> >> Weekly Report - January 9-12 (Friday PTO) >> >> Beth Sparrow-Waterloo Canada >> >> Activity >> >> >> >> Weekly Activity >> >> Results >> >> Day >> >> City / Area Visited >> >> # of Facilities/Trusted Advisors visits or virtual calls >> >> # of Key Decision makers met >> >> Potential leads >> >> Monday >> >> Virtual >> >> 3 >> >> Tuesday >> >> Cambridge/Waterloo >> >> 6 >> >> Wednesday >> >> Waterloo >> >> 5 >> >> Thursday >> >> Kitchener, Virtual >> >> 12+ >> >> Friday >> >> PTO >> >> >> >> Saturday >> >> >> >> >> Sunday >> >> >> >> >> Totals >> >> >> >> >> GOAL >> >> Minimum 25 >> >> 26+ >> >> >> >> Best Practices/Big and Small Wins (Referral Account Specific): >> >> >> - >> >> Confirmed Presentation at The Court on Laurelwood on Sat Feb 4th 2pm. >> They will blast an email to all the families to invite them. Goal is = to >> pilot cluster care at this Retirement Residence. >> - >> >> Had a great introduction meeting with an ADOC at Sunnyside LTC. Was >> invited back to bring brochures, and talked about new transitional fu= nding >> from LHIN & 1:1 support for Private care. >> - >> >> Had another follow up meeting with Shenka from YW, included Allison >> to discuss a possible Cluster care for up to 12 residents who need PS= W & >> homemaking support while waiting from LHIN services to start. 1-2 PSW= 7 >> days a week. >> >> >> Challenges/Concerns (Referral Account Specific) >> >> - >> >> Cross branding confusion. Would like to move forward with 1 brand. >> - >> >> Fairview, Breann didn=E2=80=99t attend a virtual meeting. This meetin= g took >> couple of months to book. >> - >> >> Dealing with Staffing concerns at North Lodge. >> >> >> Forecast toward Monthly Goal: >> >> >> Goal >> >> Currently at >> >> Forecast >> >> Start of Care >>