--000000000000120ef005e20f1641 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Roger, *Best Practices / Wins / Tools Asked for: * =C2=B7 Panorama Selection (Laval): Uncovered staffing challenges and secure= d shifts (uptake in revenue). Successful in beating out the current competition and is a great foot in the door. Calling back the director to see if there are any other opportunities; for more companionship. =C2=B7 Chartwell Greenfield Park: Excellent success story. 37 days of LPN request (nurse shifts). =C2=B7 Place Kensington - #1 source of Elephants. Past experience wa= s not conducive (caregivers are on the phone). Roger was able to secure an appointment with Silvia (Exec. Director). =C2=B7 Cambridge (South of DDO) =E2=80=93 Caregiver was leaving the S= LC (taking care of a client who has cognitive decline). Service failure. Roger effectively handled the situation with the head nurse. Yellow =E2=80=93 rec= overed client with active intervention. Roger to complete the "Referral Account at Risk" form. * Challenges / Concerns: * =C2=B7 Salesforce executional challenges =E2=80=93 Matt to work with Roger = to fix it by the end of next week. =C2=B7 SAP project not completed. Matt has provided existing key referral partners. Combined with insights from Tim and Joey, Roger should be able to button down a good list by next Thursday. * Forecast toward Monthly Goal: * =C2=B7 This Month's Goal: SoC 2/ Revenue target: $10,000 =C2=B7 Currently at: SoC 0/ Revenue: $17,650 =C2=B7 Forecast: $17,650 Roger, start of care at zero is concerning. As discussed, focus on referral accounts who have already provided us good leads in the past few months (Residence Selection Graham https://homecareassistance.lightning.force.com/lightning/r/Account/0015e000= 00gwGIFAA2/view and Place Kensington https://homecareassistance.lightning.force.com/lightning/r/Account/0015e000= 00gwGHwAAM/view ) * Pipeline Health: * =C2=B7 *1 lead in the pipeline and did not convert to an opportunity. * * General Insights / Observations: * =C2=B7 Place Kensington - #1 source of Elephants. Past experience was not conducive (caregivers were perceived to be on their phones =E2=80=93 they w= ere entering clearcare notes). Roger was able to secure an appointment with Silvia (Exec. Director) and isturning the corner. * Next Steps: * =C2=B7 *Matt to work with Roger to improve salesforce utilization (reflecti= ve in the activity report). * =C2=B7 *Roger to focus on Start of Care with higher Turtles and Elephants acquisition. Great start with Place Kensington and Panorama Selection.* =C2=B7 *Have Claire Webster present with you at Place Kensington (win-win-w= in situation)!* =C2=B7 *Summer networking social to be planned and invite key decision make= rs.* Best regards, Matt *Matt Vijayan, B.Sc., MBA, CCPE* *Home Care Assistance * *Champions of Aging Well* --000000000000120ef005e20f1641 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quote