--0000000000003608a305f952dd54 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Weekly Report - April 10-14 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 1 Tuesday Waterloo, Guelph 9+ Wednesday Kitchener 10 Thursday Waterloo, Kitchener 14 1 Friday Waterloo, Cambridge 7 2 Saturday Sunday Totals GOAL Minimum 25 41 Best Practices/Big and Small Wins (Referral Account Specific): - Luther Village held a Lunch and Learn for their Nursing and nursing admin support staff. A dozen attended with DOC. Met new PSW supervisor C= ara who just started, furthered relationship with RPN supervisor Janet. Jane= t would use us for RPN=E2=80=99s if we provided them. We have been the mos= t efficient at quick communication, Armita responds immediately to their requests an= d has good communication. We have addressed any concerns quickly, DOC tol= d nurses only to call TheKey for PWS staffing. They will provide feedback = and let us know =E2=80=9Cfavourites.=E2=80=9D Presented 1:1 services & reb= randing presentation. Lots of great questions and engagement, they had residents= in mind. Discussed referral process. - Follow-up from Hygate Health Fair end of March met a Massage therapist that services Hygate residents. Hired for Nurses Appreciation Week for Highview nurses. Discovered she is a lead for future 24/7 or live-in in Niagara region, sent info to Taylor to follow-up and alerted Meera to Niagara. - Revera new build in Newmarket, former Chartwell sales in Newmarket. Connected well at Revera conference, had a virtual meeting with Geoff & Amanda handing over to Geoff to follow up and schedule future in person. - Client referral: Allison provided a TO clients looking for Retirement. Was able to connect with several retirement homes with this opportunity. Chartwell Clair Hills and Hygate were pleased to have the referral. Providing referrals is a key way to set up apart from the competition, t= hey track where referrals come from. Another contact was also looking for retirement information, was able to refer. Referrals to sales is tracked= my them and important to being a top Referral source. Challenges/Concerns (Referral Account Specific) - New Rates. Concerned will price us out of the Waterloo market. Details of concern written in separate email. - 2 Cancellations with Schlegels. Riverside Glen Leadership Lunch & Learn cancelled already, May date was also cancelled looking at June dates. University Gates Sales directors meeting cancelled 2 hours before the meeting. - Schlegel Arbour Trails-N/C said CG was on the phone a lot, wanted her to take Client outside during warm weather, and gave folder with care plan = and info to help CG be more engaged with Client. updates OPS, sent reminder = on warm day to take client outside. Main CG was punched by the Client this week. - Chartwe