Weekly Report Waterloo

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Weekly Report - April 17-21

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

Kitchener

9

2

Wednesday

Kitchener, Waterloo

3

Thursday

Cambridge

7

1

Friday

Guelph

11

3

Saturday




Sunday




Totals




GOAL

Minimum 25




Best Practices/Big and Small Wins (Referral Account Specific):


   -

   Chartwell Regional Sales team lunch and learn hosted by me and the
   Regional Business Development Manager at Westmount. 2 Properties could not
   attend but set up separate 1:1 meetings with them. Did full SLC
   presentation customized to Chartwell sales, great questions/engagement with
   recent examples of referrals, value add partnership, ie speaking at open
   houses, I took one RLC to WWEPC meeting/warm introductions to wealth
   advisors. 2 Shared now quickly we set up care and I added other examples.
   Was positioned by regional business developmental as a preferred partner.
   Learned Home Instead is currently quoting $39 to all SLC. While I was
   packing up I heard the group conversation expressing frustrations about
   other home care companies continually dropping in, they felt disrespected
   that they don’t book meetings, they started throwing out their collateral
   and are going to start being strict appointment only, no walk-ins going
   forward. They prefer fewer visits with value add they are too busy for
   drop-ins and feel not respected are professionals.
   -

   Chartwell Queen’s Square leadership team lunch and learn. 4 new managers
   recently started. Did SLC presentation to the leadership team with referral
   examples from other Chartwells in their region and partnership benefits.
   Was positioned by GM as the preferred Home care.
   -

   Chartwell Wellington Park Guelph Open House event. Meeting with HWM, GM
   and other vendors, Residents, perspectives and group from Rockwell
   community centre. Several conversations with PSW’s and staff, 3 PSW co-op
   students, one wants to apply, drives in Guelph grad in May, sent info to
   Meera.
   -

   Had a meeting with Christine from Community Support Connections
   (Cambridge/Kitchener/Waterloo) to provide information to add us to the
   private home care referral list. Learned about CSC and the scope of the
   rolls of the Community Connectors. Their drivers won’t escort to
   appointments, only drive. They do have clients that need more support than
   HCCSS or on the waitlist.
   -

   2 competitors meetings. Spectrum Seniors for Seniors and Proymse. Kelly
   is looking for power partnership with other Home Care to make inroads in
   hospitals. Learned insights PSW $19, rates $32-35 3rd competitor ComForCare
   at Chartwell Open house.


Challenges/Concerns (Referral Account Specific)

   -

   New rates for region continue to be a concern
   -

   HCL’s on call, need for longer-term solution.



Forecast toward Monthly Goal:


Goal

Currently at

Forecast

Start of Care

5

4

Revenue

$55,000

26,837



General Insights/Observations:


   -

   Chartwell sales consultants want to stop walk-in, appointments only for
   home care meetings.  Growing upset, feeling their time is being
   disrespected.
   -

   Home Instead is quoting $39 to all Chartwells in the region
   -

   Specturn $32-35, paying PSW $19


Potential Prospects and Animal Kingdom

LEAD NAME/CITY

ANIMAL KINGDOM

SOURCE OF REFERRAL

NEXT STEPS

Emily Kelly Elora/Fergus

Revera Granite Landing

Allison close won for Sat 24/7 1 week & reassess needs, covid positive

Carla Muller for Parents “Frank” Franz and Inara Guthier

Chartwell Clair Hills

Close Won Friday 6pm start (called at 4pm) Nights 6pm-10am approved OT for
first week to get parents settled in then can adjust hours to split shifts.

Dominic Gemmiti (brother)  Client Sister Maria Bertagnoli

Chartwell Royal on Gordon

Needs to discuss with Sister. 3 weeks 3 days at Min.

Unknown Chartwell Terrace on the Square (Doreen)


Cassidy to refer Resident’s family, increasing wonder risk

Chartwell Clair Hills Nicole said referred Prospect’s family to us.



Chartwell Queens Square. GM had a resident in mind, would discuss with new
HWM






Thank you for listening to my concerns regarding the HCL’s on-call schedule
change.


In addition to the training discussed on the call, would like to be trained
on how to push a lead through the process on the Salesforce iphone app.

Have a great week-end!
-- 
Beth Sparrow
Home Care Liaison / Business Development
*Please note my email has changed:*
beth.sparrow@TheKey.com <Beth.Sparrow@TheKey.com>
(226) 771-9243 Direct
(519) 954-2111 Office 24/7 coverage
TheKey.com <https://www.thekey.com/>
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