Hello Beth Sparrow, New Coaching Call Coaching Call Follow Up - Beth Sparrow was created on 1/9= /2023, 8:09 AM . Please see the below fields: Coaching Call Name: Coaching Call Follow Up - Beth Sparrow Owner: Matt Vijayan Coaching Call for: Beth Sparrow Office: Waterloo HCL Prior Call Commitments Completed: false Prior Next Steps Incomplete: Identify current pre-qualified care agencies (= Care Partners, Home Instead, CBI, Paramed) from Issac Behar (HCCSS). Set up= a meeting to talk about overflow work. Matt had already sent contact infor= mation from Care Partners. Focus more in Guelph region =E2=80=93 activate Riverside Glen, Arbour Trail= s (Matt to connect Beth to Cherie-Lynn). Clair Hills HCCSS coordinator =E2=80=93 connect with Nicole to see if we c= an accomplish patient/family managed care in this SLC =E2=80=93 Bloom Home = Care is the current partner. Develop your PAC and mid-January to be the first meeting (virtual or in-per= son or both) =E2=80=93 Book a virtual meeting in January/February Activity Goal: 100=20 Activity MTD: 13 SOC Goal: 6 SOC MTD: 0 Revenue Goal: $20,000 Revenue MTD: $2,500 Revenue Forecast:=20 Pipeline Health Actions: 1 Start of Care from Chartwell Westmount. Pipeline= is relatively dry. Beth has good contacts with Estate Planning Council, Sc= hlegel Villages (5 properties in KW and Guelph), Chartwell KW. Closed Won Past Ant. Start+No Rev: Aline Godin, Andrew Aiken, Carol Peterso= n, Donald and Laura Williams, Gordon and Laura Williams (LHIN), Gordon Will= iams, Jean Sparks, Patricia Greguol, Closed Won Start Date Upcoming:=20 SAP Accounts Needing Action (5): Schlegel Villages Properties - University = Gates LTC/AL/ML, Winston Park AL/ML/LTC, Pine Haven LTC, Riverside Glen LTC= /AL/ML, Arbour Trails ML/IL HCCSS contacts - Barbara Blocki and Issac Behar Estate Planning Council - Jim Kibble, Debbie Stanley Parkwood Mennonite BSO HI one-to-one companionship Action Items: Beth to reignite BSO cases from Parkwood LTC (Bawman neighbou= rhood) - the change in nursing leadership is a welcome change Work with Operations lead to mediate a solutions for Cambridge Living Commu= nity and help continue the partnership Renew contracts with Hopewell, Highview Residences and other parties. Updat= e the facilities contract google sheet. General Insights + Information: In spite of many SLI submissions in Decembe= r, Beth surpassed her SoC target for the month. Great work! Operator in Attendance to call:=20 Completed by: MattVijayan Coaching Call Completion Date: January 9, 2023 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a297V00000CwMvL= QAV