--00000000000099e4de05e351bb6a Content-Type: text/plain; charset="UTF-8" Thank you Matt! I have updated the end of week worksheet shared with you on the drive. My calendar can be up to date come Sunday at the latest as my emails and call-backs for meetings trickle in. I appreciate very much the time and effort you've been setting up for us to succeed and I hope you have a wonderful weekend. Best, Nicole St. Eve, B.A. Home Care Liaison Home Care Assistance of Calgary, Alberta Direct: 403-305-3925 37 Richard Way SW Calgary, AB T3E 7M8 HomeCareAssistanceCalgary.ca Click Here For Information --- Read Our Testimonials Join Our Newsletter We Are Hiring! Champions of Longevity On Fri, Jul 8, 2022 at 2:31 PM Matt Vijayan wrote: > 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 k