--00000000000052c9c405f54c3f3b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable This is great, thank you! *Sola Feyisitan Bpharm, Mph* Home Care Liaison sola.feyisitan@thekey.com M: 403-305-3925 W: 403-301-3777 *TheKey.com* [image: TheKey] On Tue, Feb 21, 2023 at 9:27 AM Matt Vijayan wrote: > *=EF=BB=BF*Hello Sola Feyisitan, > > > New Coaching Call Coaching Call Follow Up 02/21/2023 Sola Feyisitan was > created on 2/21/2023, 8:27 AM . > > > Please see the below fields: > > > *Coaching Call Name:* Coaching Call Follow Up 02/21/2023 Sola Feyisitan > > *Owner: *Matt Vijayan > > *Coaching Call for:* Sola Feyisitan > > *Office: *Calgary > > > *HCL Prior Call Commitments Completed: *true > > *Prior Next Steps Incomplete:* > > > *SOC Goal : *3 > > *SOC MTD: *4 > > *Revenue Goal: *10,000 > > *Revenue MTD: *$8834 > > *Revenue Forecast: *$10000 > > *Activity Goal:* 100 > > *Activity MTD: *55 > > > *Pipeline Health Actions: *Looks very impressive. Sola to complete 5 SoC > in February, 2 over her target of 3. > > *Closed Won Past Ant. Start+No Rev: *Dick Robinson, > > *Closed Won Start Date Upcoming:* > > > *SAP Accounts Needing Action (5): *Chartwell (Greater Calgary) Proactive > Senior Journey Club Amica (Aspen - IL and Britannica - IL/AL) United > > > *Action Items: *Continue working with Atria Retirement Penetrate Journey > Club and Amica Expand the work with WCB Alberta Health Services - Long-te= rm > strategy > > > *General Insights + Information: *Best Practices/Big and Small Wins > (Referral Account Specific): Atria Canyon Meadows: Had a meeting with Son= ja > and Maggie, scheduled a monthly activity to help us have a strong presenc= e > in the community. First event would be in March and also to send in a > summary sheet of our offers which would be included in a periodic > newsletter for residents. Good Companions 50+: Spent Valentine's day with > seniors playing bingo, had a warm introduction to all members present and > restated our commitment to serve seniors. Atria Arbour Lake: Had a meetin= g > with Georgette, she's the regional head from AHS and represents Paramed i= n > the building. She gave a clear outline of what the government offers and > all the opportunities available for us, stated reasons why they advise > residents to move to long term care and how to identify residents' needs. > Chartwell Colonel Belcher: Made a visit to the community to meet with the > director of wellness but couldn't reach her. Sent her an email and expect > to get a response soon. We have had few leads from this community and it > would be great to expand the reach. Shalem Haven: Met with Michelle who i= s > the director of wellness and she could not have an extensive discussion > with me and we rescheduled for the coming week. Looking forward to making > the most of opportunities in her community. Proactive Seniors: Weekly rea= ch > out to Kathy and her team on current leads and requested that she do a wa= rm > introductio