--000000000000b63de405f282bfeb Content-Type: text/plain; charset="UTF-8" Hi Matt, I will follow through on all our action plans. Thanks for your guidance. Regards. *Sola Feyisitan Bpharm, Mph* Home Care Liaison sola.feyisitan@thekey.com M: 403-305-3925 W: 403-301-3777 *TheKey.com* [image: TheKey] On Tue, Jan 17, 2023 at 1:24 PM Matt Vijayan wrote: > Hello Sola Feyisitan, > > New Coaching Call Coaching call follow up 01/17/2023 - Sola Feyisitan was > created on 1/17/2023, 12:24 PM . > > Please see the below fields: > > Coaching Call Name: Coaching call follow up 01/17/2023 - Sola Feyisitan > Owner: Matt Vijayan > Coaching Call for: Sola Feyisitan > Office: Calgary > > > HCL Prior Call Commitments Completed: true > Prior Next Steps Incomplete: Evaluate the date of SoC with 3M partnership > Plan a Professional Advisory Meeting (PAC) in February with key trusted > advisors > Follow up on the agreement with Atria retirement on the pricing for > staffing. > > > Activity Goal: 100 > Activity MTD: 46 > SOC Goal: 2 > SOC MTD: 0 > Revenue Goal: $5,000 > Revenue MTD: $1,824 > Revenue Forecast: > > > Pipeline Health Actions: Pipeline looks healthy. 3 opportunities from a > GCM, Proactive Seniors. Sola needs to follow up on three opportunities. 2 > of them do not have any timeline/action associated with it.Sola can hit her > targets for January. > Closed Won Past Ant. Start+No Rev: > Closed Won Start Date Upcoming: > > > SAP Accounts Needing Action (5): Proactive Seniors - connecting with Kathy > and Judy on a regular basis. Lunch & Learn to be organized shortly > Shalem Retirement - Susan and Dorothy are the main contact. Agreement is > already in placement. > Arbour Lake (Atria) Retirement - Meeting with Derrick and Deidre. > Canyon Meadows (Atria) retirement - Maggie Fox and Bradley are the primary > contacts. Sola to meet with them for signing an agreement. > Chartwell Royal Park - Meeting with Wellness Manager - final objective is > to sign an agreement. Requires engagement activities. > > > Action Items: Follow up with operations on the pipeline trend - what will > the conversion from prospect to client look like by end of January? > Matt and Sola are working on Atria retirement agreement. Sola to connect > with the Regional Director (Arbour Lake) and book meeting. Sola to also > book meeting with Derrick at Canyon Meadows. > Assess any further opportunities with 3M (Jennifer Bates) > > > General Insights + Information: > Operator in Attendance to call: > > > Completed by: MattVijayan > Coaching Call Completion Date: January 17, 2023 > > > Please review the link below for more details : > Coaching Call: > https://homecareassistance.my.salesforce.com/a297V00000FhFZpQAN > --000000000000b63de405f282bfeb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt, I will follow through on all o= ur action plans. Thanks for your guidance. Regards. Sola Feyisitan Bpharm, Mph Home Care Liaison =C2=A0 sola.feyisitan@thekey.co= m