--0000000000007e45c605ea21c651 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, My apologies for not sending on Friday. Here's last's week's report. Have a great week! Weekly Report Beth Sparrow DATE: September 26-30th Priorities for This Week - Finalize SAP, meet with Matt to Approve plan - 80% of Tues-Thurs in the field - Invites/RSVP for Event, confirm menu & #=E2=80=99s to the venue by 30th. - Expenses make changes & resubmit, track deposits for 1st & 2nd. Amex Application Weekly Summary # of F2F Contacts Results Monday SAP Plan Finalized -Admin day & mtgs -Booked Oct Mtg with Amy O=E2=80=99Reilly Chartwell=E2=80=99s BDM for Water= loo Region Tuesday Granite Landing, Laurelwood, Seasons 3 Working on establishing contact Wednesday Cambridge Spotlight on Seniors, Bayshore intro, Westmount, Attempted New Vision-Chantelle, Clair Hills, Laurelwood, University Gates 11 Drop-in, invite to event & trying to make contacts. Thursday Lunch Dr. Linda Lee & Mike Lee Mint Memory 2 Matt intro Dr. Shadi. Next step tour new site Friday Seasons, KW Chamber, Bayshore 3 Established contact at Seasons and Bayshore. Chamber fully set up. (decide Chamber lunch mtg for Qtr?) Saturday Sunday Totals 19 Success - Dr. Lee meeting was changed to a lunch. - Attended Spotlight on Seniors Cambridge. Made a connection with Mitchell Demars Bayshore KW. Also heard there will be a Health show in Nov at a centre, details are to be forwarded by Denise. - Great Intro mtg at Seasons Cambridge! Warmly received and will introduce to care staff when they hire. Challenges/Concerns - My Contact at Laurelwood on the Court went on a leave. Was in the process of arranging an info session for residents or possibly Mind Fit. I=E2=80=99ll see if GM or temp salesperson is willing to continue or may= need to un-prioritize from SAP. Not top target RR low occupancy but wanting to partner with homecare IL RR. Monthly Goal Goal Currently at Notes Start of Care 1 1. Client: Bridgette Mausser Referral Cindy BSO Lead & Wendy Miller DOC University Gates LTC SOC Sept 28 Mon-Fri 10-6 Tripartie Revenue Items to Discuss on Coaching Call - Staffing Shifts: How/Do to get credit in Salesforce? What are the requirements? (The village of Riverside.) - Event: normally have take Home Gifts? (what is standard for HCA?) - Something I did in the past: Thanksgiving Appreciation, Pies/Staff room snacks baskets ( individually wrapped items during covid.) - Bayshore in Salesforce? (Which is for our region or do I need to create new.) - YW in Salesforce? (seems like client, no account.) - Chamber: Should I commit to 1 & # Thursday CPN Lunch Meetings? Cost:$205 GOALS this Quarter: 1. SAP 2. Learn/practice/familiar with HCA software, reports, tools & resources, creating routines and systems for success. 3. Identify referral growth opportunities for next Quarter 4. Establish at least one contact/SAP and start to build trusted relationships. --=20 Beth Sparrow Home Care Liai