--000000000000e0dcf105ef52232a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Geoff, As discussed in our coaching call and in our call this morning, the "further action" relates to escalating my coaching for performance plan (frequency and intensity of coaching/ride alongs) with you. Having a solid plan in place for the day/week (100 meaningful calls/month, reflected in Google calendar) and executing on it (we discussed the tactical plan with specific targets), you will achieve your December targets and beyond. 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, Dec 8, 2022 at 9:29 AM Geoff McCallum wrote: > Hi Matt, > > At the beginning of November my SOC goal was 2. I finished November with = 3 > SOCs and $24,436 above my revenue target. Halfway through November my SOC > goal was increased to 4. I am on pace to finish the (short) year $30,000 > over target. I understand everyone had their targets increased, but to s= ay > that I did not meet company standards and failed to meet my sales goals i= s > not the full story. > > Please let me know what you mean by 'further action'. I have a young > family at home who I am supporting, and if this means my job is in jeopar= dy > please let me know. > > This is my 9th week in a territory that historically has not had any > referral accounts. Toronto has a massive opportunity and I'm excited to > build it. I have no doubt Toronto can and will be the revenue and SOC > leader for Canada. > > Thanks, > Geoff > > > > > > On Wed, Dec 7, 2022 at 9:53 PM Matt Vijayan wrote: > >> Hi Geoff, >> >> In November, you missed your Start of Care (SoC) goal of 4, which does >> not meet company standards and expectations. Your upcoming goal for the >> month of December is 5 SoC. A failure to continue to meet your sales goa= ls >> will result in further action. As discussed extensively, you have few >> GCM preferred partnership and SLC agreements that you can leverage in >> Toronto drum up 3-4 starts in December besides 3 opportunities in your >> pipeline. I am confident with good planning and execution, you will exce= ed >> the month's goal. >> >> Forecast toward Monthly Goal: >> >> =C2=B7 Monthly revenue goal: $10,000 >> >> =C2=B7 Month to date revenue: $3,118 >> >> =C2=B7 Estimated Monthly Revenue:>$10,000 >> >> =C2=B7 Monthly Start of Care Goal: 5 >> >> =C2=B7 Actual Start of Care: 1 (3 more to come) >> >> =C2=B7 Monthly activity goal: 100 >> >> =C2=B7 Actual activity: 43 >> >> >> Action plan for Sales Team Member: >> >> Leverage staffing brochure with key SLCs >> >> Follow up on the opportunities/assessment cases in the pipeline >> especially the one referred by Audrey Miller >> >> Connect with Renay in person to advance BSO opportunities at Humber >> Heights >> >> Good progress with Google calendar planning and continue improving on >> this front - Thank you. >>