New Coaching Call from Coaching Call Follow Up 04/03/2023 Jay Bradley

Hello Jay Bradley, New Coaching Call Coaching Call Follow Up 04/03/2023 Jay Bradley was created on 4/3/2023, 11:11 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up 04/03/2023 Jay Bradley Owner: Matt Vijayan Coaching Call for: Jay Bradley Office: Vancouver HCL Prior Call Commitments Completed: false Prior Next Steps Incomplete: Focus on building Starts and Revenue from non-VCH accounts, primarily through SLCs. Continue the best practice of positioning as the Subject Matter Expert. SOC Goal : 11 SOC MTD: 1 Revenue Goal: 245,000 Revenue MTD: $12,452 Revenue Forecast: $275,000 Activity Goal: 100 Activity MTD: 14 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Pipeline Health Actions: Jay did not hit his target for the month of March. Pipeline needs to diversify. Jay to work with non-VCH accounts to initiate 2 new activation. Closed Won Past Ant. Start+No Rev: Closed Won Start Date Upcoming: SAP Accounts Needing Action (5): Focus top 5 SAP accounts and customize marketing programs. Action Items: VCH lack of leads rationale. Work on non-VCH partners and activate at least 2 new accounts in April. Creative marketing approach required to get access on a regular basis in the top potential SAP account. Matt to sign the T2200 form for Jay. General Insights + Information: Best Practices/Big and Small Wins (Referral Account Specific): 1. Communication with Amica Arbutus re Lois B who was hospitalized and is being discharged to Amica Arbutus. Our team (Vanja and myself have exceeded expectations and provided thorough and timely communication as Amica Arbutus is an IL Community and the Hospital has not been in communication with Amica Arbutus but has kept Vanja and our team informed so that we can resume service seamlessly which we have communicated with the DOW. 2. TheKey Vancouver discussed how to provide service to VCH North Shore Home Support on Bowen Island. HR, Scheduling and team discussed challenges and possible solutions to propose to VCH to strengthen our value position. Challenges/Concerns (Referral Account Specific) 1. Amica Accounts Covid Protocols still in place requiting all visitors to have a minimum of 2 vaccinations. There is an implicit need to make sure all HCA/TheKey personnel meet this requirement so as not to put this account at risk (5 Amica locations in the lower mainland). This also holds true for other SLCs in the lower mainland Regional Director in attendance : false Operator in Attendance to call: Topics Discussed on Call? : Monthly REV and SOC Goal;SAP Accounts;Breaking into a New Account;Toolkit Tools + Strategies Coaching Call Completion Date: 4/3/2023, 11:11 AM Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000CxlMmQAJ