--00000000000025d34405f217ca23 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Beth. Do you want me to connect with CLC and/or North Lodge management? Should I connect with Miryam and Chris Heath? 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, Jan 12, 2023 at 4:25 PM Elizabeth Sparrow wrote: > Hi Matt, > > I'm off tomorrow, sending this today. > > I have the estate planners event tonight. I am leaving directly after and > will not have an opportunity to update Salesforce before monday. > > I am planning to send you and Tim and email about my concerns about > delaying rebranding, in hope that might be helpful? > > Have a good week-end, > Beth > > > > Weekly Report - January 9-12 (Friday PTO) > > 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 > > Cambridge/Waterloo > > 6 > > Wednesday > > Waterloo > > 5 > > Thursday > > Kitchener, Virtual > > 12+ > > Friday > > PTO > > > > Saturday > > > > > Sunday > > > > > Totals > > > > > GOAL > > Minimum 25 > > 26+ > > > > Best Practices/Big and Small Wins (Referral Account Specific): > > > - > > Confirmed Presentation at The Court on Laurelwood on Sat Feb 4th 2pm. > They will blast an email to all the families to invite them. Goal is t= o > pilot cluster care at this Retirement Residence. > - > > Had a great introduction meeting with an ADOC at Sunnyside LTC. Was > invited back to bring brochures, and talked about new transitional fun= ding > from LHIN & 1:1 support for Private care. > - > > Had another follow up meeting with Shenka from YW, included Allison to > discuss a possible Cluster care for up to 12 residents who need PSW & > homemaking support while waiting from LHIN services to start. 1-2 PSW = 7 > days a week. > > > Challenges/Concerns (Referral Account Specific) > > - > > Cross branding confusion. Would like to move forward with 1 brand. > - > > Fairview, Breann didn=E2=80=99t attend a virtual meeting. This meeting= took > couple of months to book. > - > > Dealing with Staffing concerns at North Lodge. > > > Forecast toward Monthly Goal: > > > Goal > > Currently at > > Forecast > > Start of Care > > 6 > > 2 > > Revenue > > 20,000 > > 6,076 > > > > General Insights/Observations: > > > - > > > Potential Prospects and Animal Kingdom > > LEAD NAME/CITY > > ANIMAL KINGDOM > > SOURCE OF REFERRAL > > NEXT STEPS > > Martha Leibbranddt > > Chartwell Westmount > > Assessment completed. Apt Escorting, Jan 17 > > YW Cluster care 1-2 PSW/7days > > Sheneka-YW > > Sheneka is meeting with Blockline team to create a list of residents and > their needs. Once provide will look into a schedule. > > > > > > > > > -- > Beth Sparrow > Home Care Liaison / Business Development > *Please note my email has changed:* > beth.sparrow@TheKey.com > (226) 771-9243 Direct > (519) 954-2111 Office 24/7 coverage > TheKey.com > [image: TheKey] > > --00000000000025d34405f217ca23 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Beth. Do you want me to connect with CLC and/or = North Lodge management? Should I connect with Miryam and Chris Heath? Best regards, Matt =C2=A0= M= att Vijayan, B.Sc., MBA, CCPE Director of Sales, Canada Please note my email has changed: mvijayan@TheKey.com TheKey.com On Thu, Jan 12, 2023 at 4:25 PM Elizabet= h Sparrow < beth.sparrow@theke= y.com > wrote: Hi Matt, I'm off tomorrow, sen= ding this today.=C2=A0=C2=A0 I have the estate pla= nners event tonight. I am leaving directly after and will not have an oppor= tunity=C2=A0to update Salesforce before monday.=C2=A0 I am planning to send you and Tim and email about my concerns about de