Fwd: Accts to prioritize

From
Matt Vijayan <mvijayan@homecareassistance.com>
To
Roger Caron <roger.caron@homecareassistance.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Joey Taylor <joey.taylor@homecareassistance.com>
Date
Mon, 6 Jun 2022 12:
Folder
INBOX
📎 Screen Shot 2020-02-22 at 8.50.56 PM.png; Gala_Email Signatures-12.png; image.png
Bonjour Roger,

In our call tomorrow, can we focus on the below account? We need to come up with a strategy on how to revive this account. As you can see from the email thread, this account has been flagged as part of top 100 accounts to produce results (or arrest the annualized sales decline of ~$100,000).

Joey: Hope you can attend tomorrow’s meeting.

Altomedic (Agence d'hébergement Doré)	Joey Taylor	Montreal	Canada	-$99,590	Golden Account Rules

Please read the email below for better clarity.

Best Regards,

Matt

Matt Vijayan, B.Sc., MBA, CCPE

Home Care Assistance

375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 Tel: 519-954-2111
2525 Old Bronte Rd, Suite 212, Oakville, ON, L6M 4J2 Tel: 905-337-1200
90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 Tel: 289-374-6366

www.homecareassistancemississauga.ca
www.homecareassistanceoakville.ca
www.homecareassistancewaterloo.ca
www.homecareassistanceguelph.ca

> Begin forwarded message:
>
> From: Matt Neal <mneal@thekey.com>
> Subject: Re: Accts to prioritize
> Date: June 5, 2022 at 11:01:37 AM EDT
> To: Matt Vijayan <mvijayan@homecareassistance.com>
> Cc: Ashley Mirone <amirone@homecareassistance.com>, Matt Neal <mneal@thekey.com>, Preston Harlow <pharlow@thekey.com>
>
> Great, thanks!
>
> On Sun, Jun 5, 2022 at 6:06 AM Matt Vijayan <mvijayan@homecareassistance.com <mailto:mvijayan@homecareassistance.com>> wrote:
> Good morning Matt
>
> I am on vacation starting Wednesday. I will provide my insights and action plan via email by end of day, Tuesday.
>
> Best regards,
>
> Matt
>
> Matt Vijayan, B.Sc., MBA, CCPE
>
> Home Care Assistance GTA West, Waterloo & Guelph
>
> 375 University Ave E, Unit 104, Waterloo, ON, N2K3M7 <https://maps.google.com/?q75+University+Ave+E,+Waterloo,+ON,+N2K3M7&entry=gmail&source=g> Tel: 519-954-2111 <tel:519-954-2111>
> 2525 Old Bronte Rd, Suite 212, Oakville, ON,  <https://maps.google.com/?q%25+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,%C2%A0+L6M+4J2&entry=gmail&source=g>L6M 4J2 <https://maps.google.com/?q%25+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,%C2%A0+L6M+4J2&entry=gmail&source=g> Tel: 905-337-1200 <tel:905-337-1200>
>
> 90 Burnhamthorpe Road West, 14th Floor, Mississauga, ON L5B 3C3 <https://www.google.com/maps/place/90+Burnhamthorpe+Rd+W+14th+Floor,+Mississauga,+ON+L5B+3C3/@43.5909967,-79.6389771,17z/data=!4m13!1m7!3m6!1s0x882b472672dfe4f1:0x6832b9edc4fcebeb!2s90+Burnhamthorpe+Rd+W+14th+Floor,+Mississauga,+ON+L5B+3C3!3b1!8m2!3d43.5909928!4d-79.6367884!3m4!1s0x882b472672dfe4f1:0x6832b9edc4fcebeb!8m2!3d43.5909928!4d-79.6367884> Tel: 289-374-6366 <tel:289-374-6366>
>  <https://homecareassistance.com/>
> Champions of Aging Well
>
>> On Jun 4, 2022, at 7:41 PM, Matt Neal <mneal@thekey.com <mailto:mneal@thekey.com>> wrote:
>>
>>
>
>> ***This is not a weekend note requiring immediate attention - for next week***
>>
>> Sales Leaders,
>>
>> For next Wednesday's leadership meeting, I'd like us to go through our referral accounts that are having the most challenges as of recent and have potential to be big winners for us when we get them back on track.
>>
>> These are 100 accounts which collectively are down $14m annualized.  This is NOT to suggest our accounts are overall down (see image below), but these are just the ones that are giving us the most pain.  If we can focus on these 100 accounts, we address 50% of the total revenue from all accounts that have been down.
>>
>>  100 Referral Accts For Focus <https://docs.google.com/spreadsheets/d/1xRUaiiJLw6qRYPGwvmnQQuY_FHWQSoRw30tB05PGzA4/edit?usp=drive_web>
>>
>> Ask:
>> Review accounts in your region
>> Add your specific thoughts on strategies to win back more business
>> There are some "ideas" here such as pitching a sub-lease for top SLC communities - but those are only ideas and you and your team know the accounts - so use column H for your notes
>> A minimum ask is that you personally meet with the account along with your HCL:
>> Ideally F2F but zoom/phone is totally fine since we are spread out and speed matters) - You can just note that as the plan if it's where you want to start
>> Ask for whatever support would be helpful from any of the executive team - Tad as example is hitting 3 of the Bay Area accounts next week; I'm personally really wanting to spend time with each of you so would love to hit accts can with you. The divisionals are also aware of this list and can be your first go-to join meetings with you.
>> If you have really big accounts that didn't make the list but you know are in trouble - please add them to the list
>> Anastasia / Lauren - these would include the H@H, LM accounts that are down but where we don't have great SF data so they didn't make the list
>> If there are a few other accounts that have huge growth potential (want list to not be overwhelming, so just a couple, all that can be $1m+ annualized), please add them
>> Preston - please update invite to start half an hour earlier so we can have more time to spend here.
>>
>> I'm extremely proud of your leadership and tenacity and the way you are scaling your teams at a record-breaking pace!
>>
>> Best,
>> Matt
>>
>>
>>
>>
>>
>>
>> --
>> Matt Neal
>> Chief Development Officer
>> Please note my email has changed:
>> mneal@thekey.com <https://brand.thekey.com/esg/mneal@thekey.com>
>> (925) 285-2599
>> TheKey.com <https://www.thekey.com/>
>>   <https://homecareassistance.com/>--
> Matt Neal
> Chief Development Officer
> Please note my email has changed:
> mneal@thekey.com <https://brand.thekey.com/esg/mneal@thekey.com>
> (925) 285-2599
> TheKey.com <https://www.thekey.com/>
>   <https://homecareassistance.com/>

Thread (20)