Weekly Report Waterloo

From
Elizabeth Sparrow <beth.sparrow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>, Timothy Thomas <tt@thekey.com>
CC
Elizabeth Sparrow <beth.sparrow@thekey.com>
Date
2023-03-10 17:51:33
Folder
INBOX
--000000000000003a5305f6939bd4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, Sorry for the email blast for rebrand Friday night before your vacation. Beth Weekly Report - March 6-10 Beth Sparrow-Waterloo Canada Activity Weekly Activity Results Day City / Area Visited # of Facilities/Trusted Advisors visits or virtual calls # of Key Decision makers met Potential leads Monday Virtual 4 Tuesday Paris, Waterloo 6 Wednesday Waterloo, London 5 Thursday Cambridge, Kitchener, Waterloo 13 Friday Cambridge, Waterloo 3 Saturday Sunday Totals GOAL Minimum 25 31 Best Practices/Big and Small Wins (Referral Account Specific): - London Schlegel Glendale Crossing. In person. Planning to open fall, already 1 year behind target opening, the new target is October 2023. Learned who Assistant GM is was offsite. They are hiring for most positions, may have some from LTC, Food services manager moving over. Du= e to the location not getting transfers from other Schelgels. 40/50% lease= d for Indepent only, few for Emma=E2=80=99s. Full opening, not phased like= UG was. - London Chartwell RoyalCliffe. REconnected well, also had long conversation with GM. They offered space if ever needed for local traini= ng our staff. Well-connected with all Sales consultants for approx 15 Londo= n area Retirement homes. Would be willing to host/arrange a Breakfast & Le= arn for all London area Sales consultants once we are established in London. Several new Home Care companies popping up plus older companies like Hom= e Instead is aggressively reaching out. Her friend is HR in a local home c= are and is shocked by all the new start-ups. They use Medical Priorities and are very happy with them. Learned Siena in London successfully started Cluster Care (same as what I attempted at The Court at Laurelwood. 1 hou= r minimum made it successful. - YW-Meeting with Sheneka. Abla is returning, 2-month transition back into roles. She is trying to support Cluster are starting, very apologetic th= at is hasn=E2=80=99t started, there is need. Discussed in detail. Vera who = is having surgery might be the starting point. - Brought Nicole from Chartwell Clair Hills to WWEPC meeting, she was thrilled to be introduced to several new contacts. 24/7 lead given. Lear= ned several competitors on my tail for Clair Hills. Home Instead booked 3 da= ys of staff training at Clair Hills, 1 resident just started service with h= ome instead. older residents have Warm Embrace. - Revera Riverbend Cambridge. Positive good meeting. Relationship started. The competitor used to work there and ED is the competitor=E2=80=99s sis= ter. - Successful start to BSO DOS data collection. Lots of time spent with this case this week. - Sent Rebrand Emails Challenges/Concerns (Referral Account Specific) - Leads from Google. Situation happened with a lead that said Google during intake. Ops wasn=E2=80=99t sure if they could staff due to locati= on so Taylor had a more detailed follow-up

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