Re: Pipeline Playbook

Hi Tim,

I had requested for this meeting on May 27 to get an idea on how to run a pipeline meeting. Gabi is seen as a subject matter expert and I think we can learn from her on run Canadian meetings.

Best Regards,

Matt

Matt Vijayan, B.Sc., MBA, CCPE
Director of Sales, Canada

Home Care Assistance

Direct: 905-592-0085

> On Jul 7, 2022, at 7:46 PM, Timothy Thomas <tt@homecareassistance.com> wrote:
>
> We should clarify what this is about as the title reads sandiego.
>
> On Thu, Jul 7, 2022 at 7:45 PM Timothy Thomas <tt@homecareassistance.com <mailto:tt@homecareassistance.com>> wrote:
> Nevermind. I see it now.
>
> On Fri, May 27, 2022 at 1:36 PM Matt Vijayan <mvijayan@homecareassistance.com <mailto:mvijayan@homecareassistance.com>> wrote:
> Hi Gabrielle,
>
> The names are as follows:
>
> Carolina Orosa, GM, Vancouver
> Chuck Terlesky, GM, Calgary
> Lindsey Fancy, GM, Winnipeg
> Joey Taylor, GM, Montreal
> Angie Kunnath, GM, GTA/Waterloo
> Cheryl Cartwright, GM, Toronto
> Taneshia Persaud, GM, Toronto
> Nicole St. Eve, HCL, Calgary
> Roger Caron, HCL, Montreal
> Tim Thomas, Head of Canada, Montreal
>
> I am looping in Tim as well on this email. Tim, Gabi can invite the leaders of sales and operations for the pipeline meeting.
>
> Best Regards,
>
> Matt
>
>
> Matt Vijayan, B.Sc., MBA, CCPE
>
> Home Care Assistance
>
> 375 University Ave E, Unit 104, <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> Waterloo, <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> ON, N2K3M7 <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> Tel: 519-954-2111
> 2525 Old Bronte Rd, Suite 212, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> Oakville, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> ON, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> L6M 4J2 <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> Tel: 905-337-1200
> 90 Burnhamthorpe Road West, 14th <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Floor, <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Mississauga, ON L5B 3C3 <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Tel: 289-374-6366
>
>
>
> <Screen Shot 2020-02-22 at 8.50.56 PM.png>
> www.homecareassistancemississauga.ca <http://www.homecareassistancemississauga.ca/>
> www.homecareassistanceoakville.ca <http://www.homecareassistanceoakville.ca/>
> www.homecareassistancewaterloo.ca <http://www.homecareassistancewaterloo.ca/>
> www.homecareassistanceguelph.ca
> <Gala_Email Signatures-12.png>
>
>> On May 27, 2022, at 1:19 PM, Gabrielle Pumpian <gpumpian@thekey.com <mailto:gpumpian@thekey.com>> wrote:
>>
>> HI Matt,
>>
>> We don't record our pipeline meetings due to our in depth discussion around clients and their personal information. I'd be happy to invite your folks to listen in, and apologize if you've already asked me and I haven't done so yet. Please send me the people's email address you'd like me to invite.
>>
>> Thank you!
>>
>> Gabrielle Pumpian
>> Regional Business Development Manager
>> Please note my email has changed:
>> gpumpian@thekey.com <https://brand.thekey.com/esg/gpumpian@thekey.com>
>> C: (858) 753-5032
>> O: (858) 842-1346
>> TheKey.com <https://www.thekey.com/>
>>   <https://homecareassistance.com/>
>>
>> On Fri, May 27, 2022 at 9:48 AM Matt Vijayan <mvijayan@homecareassistance.com <mailto:mvijayan@homecareassistance.com>> wrote:
>> Hi Gabrielle,
>>
>> Do you have a recorded version of your pipeline meeting? If not, can you please record your next meeting and send it to us. I would like to share this with our GMs and HCLs in Canada. Thank you kindly.
>>
>> Best Regards,
>>
>> Matt
>>
>>
>> Matt Vijayan, B.Sc., MBA, CCPE
>>
>> Home Care Assistance
>>
>> 375 University Ave E, Unit 104, <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> Waterloo, <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> ON, N2K3M7 <https://www.google.com/maps/search/375+University+Ave+E,+Unit+104,+Waterloo,+ON,+N2K3M7?entry=gmail&source=g> Tel: 519-954-2111
>> 2525 Old Bronte Rd, Suite 212, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> Oakville, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> ON, <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> L6M 4J2 <https://www.google.com/maps/search/2525+Old+Bronte+Rd,+Suite+212,+Oakville,+ON,+L6M+4J2?entry=gmail&source=g> Tel: 905-337-1200
>> 90 Burnhamthorpe Road West, 14th <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Floor, <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Mississauga, ON L5B 3C3 <https://www.google.com/maps/search/90+Burnhamthorpe+Road+West,+14th+Floor,+Mississauga,+ON+L5B+3C3?entry=gmail&source=g> Tel: 289-374-6366
>>
>>
>>
>> <Screen Shot 2020-02-22 at 8.50.56 PM.png>
>> www.homecareassistancemississauga.ca <http://www.homecareassistancemississauga.ca/>
>> www.homecareassistanceoakville.ca <http://www.homecareassistanceoakville.ca/>
>> www.homecareassistancewaterloo.ca <http://www.homecareassistancewaterloo.ca/>
>> www.homecareassistanceguelph.ca
>> <Gala_Email Signatures-12.png>
>>
>>> On May 17, 2022, at 6:34 PM, Gabrielle Pumpian <gpumpian@thekey.com <mailto:gpumpian@thekey.com>> wrote:
>>>
>>> Hi Matt and Scott,
>>>
>>> Thanks for meeting with my team today and observing our Pipeline meeting. I've attached the Playbook for you to reference. Please feel free to reach out to me anytime if you have any questions or want some support with your teams.
>>>
>>> Have a good evening!
>>>
>>> Gabrielle Pumpian
>>> Regional Business Development Manager
>>> Please note my email has changed:
>>> gpumpian@thekey.com <https://brand.thekey.com/esg/gpumpian@thekey.com>
>>> C: (858) 753-5032
>>> O: (858) 842-1346
>>> TheKey.com <https://www.thekey.com/>
>>>   <https://homecareassistance.com/><2022 Team Pipeline Meeting Facilitation Playbook .docx (2).pdf>
>>
>
> --
>
> Timothy Thomas
> Head of Canada Division
> Home Care Assistance
> Office: 514-907-5065 <tel:514-907-5065>
> Fax: 514-221-4265 <tel:514-221-4265>
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca <http://homecareassistancemontreal.ca/>
> ---
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>
>
> Champions of Longevity
> --
>
> Timothy Thomas
> Head of Canada Division
> Home Care Assistance
> Office: 514-907-5065 <tel:514-907-5065>
> Fax: 514-221-4265 <tel:514-221-4265>
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca <http://homecareassistancemontreal.ca/>
> ---
> Read Our Testimonials <https://www.homecareassistancemontreal.ca/reviews.html>
> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>
>
> Champions of Longevity