New Coaching Call from Follow up - Geoff McCallum

From
Matt Vijayan <mvijayan@thekey.com>
To
"mvijayan@thekey.com" <mvijayan@thekey.com>, "geoffrey.mccallum@thekey.com" <geoffrey.mccallum@thekey.com>, "tt@homecareassistance.com" <tt@homecareassistance.com>
Date
Wed, 11 Jan 2023 16:12:41 +0000 (GMT)
Folder
INBOX
Hello Geoff McCallum, New Coaching Call Follow up - Geoff McCallum was created on 1/11/2023, 8:12 AM . Please see the below fields: Coaching Call Name: Follow up - Geoff McCallum Owner: Matt Vijayan Coaching Call for: Geoff McCallum Office: Toronto HCL Prior Call Commitments Completed: true Prior Next Steps Incomplete: Activity Goal: 100 Activity MTD: 19 SOC Goal: 5 SOC MTD: 0 Revenue Goal: $15,000 Revenue MTD: $10,000 Revenue Forecast: Pipeline Health Actions: 2 Assessments to be converted to 2 SoC. Not a healthy pipeline. Closed Won Past Ant. Start+No Rev: Aline Godin, Andrew Aiken, Carol Peterson, Donald and Laura Williams, Gordon and Laura Williams (LHIN), Gordon Williams, Jean Sparks, Patricia Greguol, Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): St. John's (sunnybrook) Rehab Humber Heights retirement and LTC Christie Gardens The Annex Chartwell Scarlett Heights - Memory Living Copernicus Lodge Action Items: PAC meeting - 5-6 trusted advisors. Double down your efforts with any SAP accounts that has produced leads in last 12 months. General Insights + Information: Operator in Attendance to call: Completed by: MattVijayan Coaching Call Completion Date: January 11, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000FhEwOQAV

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