--00000000000048c39e05e35117f2 Content-Type: text/plain; charset="UTF-8" Hello Nicole, I look forward to working with you next Wednesday and Thursday. *Forecast toward Monthly Goal:* *Revenue* - Monthly goal:* $10,000* - Month to date:* $902* - Last month's: $*3,625* *Start of Care* - Monthly Goal:* 3* - Actual : 0 - Last month : 0 *Account advancements & other Breakthroughs:* - Good to hear that you are advancing your opportunities with Auburn Heights - 2 leads from GCM, Proactive Seniors. Not converted to opportunities yet. You are to book a meeting with Kathy Mendham next Wednesday or Thursday. - Good meetings with Grand Setan Exec. Director regarding respite/care, Kathleen Kellner, End of Life consultant. - Excellent work in planning a networking social with key decision makers on Thursday, the 14th of July afternoon.* Prioritize your investment on SAP accounts.* * Challenges / Concerns:* - Missed your June goals in both revenue and SoC. - No Start of Care in July yet. - You need to focus on generating more leads through your referral sources. - The more meaningful face to face meetings with key stakeholders (with the right approach), the higher probability of success of generating leads/SoC. * Pipeline Health:* - 2 leads from a GCM account. *B2B tool kit & Account at Risk form:* - *If you have any accounts at risk please fill up the RAR .* - *NEW section on the Brand Center* that houses *ALL our B2B Toolkits* dating back to the beginning of the year. Access it here (Brand Knowledge > B2B Toolkits). I have also provided you with a link to Canadian Home Care Assistance branded materials - *SLC Protocol Binder Strategy with NEW Caregiver Intro Checklist *- use this when onboarding caregivers in your SLC SAP accounts starting this week! - *Updated/rebranded Mind Fit Series Playbook (16 pages) *that walks you through everything you need to know to pitch this to a community, present it, and leverage it to start generating new or more business from your top SLCs. You can view it here (Downloads > Mind Fit Series). - *Canadian Social media posts * *Action plan for Sales Team Member:* - Prepare an agenda for a ride along with me. I need to see a few drop ins to key SAP accounts. - Book meetings with both GCMs in your market. Have Kathy (GCM) present with you at Auburn Heights. - Hit a minimum of 25 Face to Face meetings in a week. - Secure meetings or drop in to all SAP accounts by the end of 3rd week of July. - Aim for at least 3 leads for the week of 07/11. *Action Plan for Sales Manager:* - Weekly reporting launch - you are to submit a weekly report by the end of week. - Work with next week Best regards, Matt Matt Vijayan Director of Sales, Canada Home Care Assistance mvijayan@homecareassistance.com (905) 592-0085 *Champions of Aging Well* --00000000000048c39e05e35117f2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Nicole, I look forward to wo= rking with you next Wednesday and Thursday.=C2=A0 = Forecas