Weekly Report Waterloo

From
Elizabeth Sparrow <beth.sparrow@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2023-04-21 19:58:33
Folder
INBOX
--000000000000e7d64405f9e16fcf Content-Type: multipart/alternative; boundary="000000000000e7d64205f9e16fce" --000000000000e7d64205f9e16fce Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable [image: image.png] Weekly Report - April 17-21 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 3 Tuesday Kitchener 9 2 Wednesday Kitchener, Waterloo 3 Thursday Cambridge 7 1 Friday Guelph 11 3 Saturday Sunday Totals GOAL Minimum 25 Best Practices/Big and Small Wins (Referral Account Specific): - Chartwell Regional Sales team lunch and learn hosted by me and the Regional Business Development Manager at Westmount. 2 Properties could n= ot attend but set up separate 1:1 meetings with them. Did full SLC presentation customized to Chartwell sales, great questions/engagement w= ith recent examples of referrals, value add partnership, ie speaking at open houses, I took one RLC to WWEPC meeting/warm introductions to wealth advisors. 2 Shared now quickly we set up care and I added other examples= . Was positioned by regional business developmental as a preferred partner= . Learned Home Instead is currently quoting $39 to all SLC. While I was packing up I heard the group conversation expressing frustrations about other home care companies continually dropping in, they felt disrespecte= d that they don=E2=80=99t book meetings, they started throwing out their c= ollateral and are going to start being strict appointment only, no walk-ins going forward. They prefer fewer visits with value add they are too busy for drop-ins and feel not respected are professionals. - Chartwell Queen=E2=80=99s Square leadership team lunch and learn. 4 new = managers recently started. Did SLC presentation to the leadership team with refer= ral examples from other Chartwells in their region and partnership benefits. Was positioned by GM as the preferred Home care. - Chartwell Wellington Park Guelph Open House event. Meeting with HWM, GM and other vendors, Residents, perspectives and group from Rockwell community centre. Several conversations with PSW=E2=80=99s and staff, 3 = PSW co-op students, one wants to apply, drives in Guelph grad in May, sent info to Meera. - Had a meeting with Christine from Community Support Connections (Cambridge/Kitchener/Waterloo) to provide information to add us to the private home care referral list. Learned about CSC and the scope of the rolls of the Community Connectors. Their drivers won=E2=80=99t escort to appointments, only drive. They do have clients that need more support th= an HCCSS or on the waitlist. - 2 competitors meetings. Spectrum Seniors for Seniors and Proymse. Kelly is looking for power partnership with other Home Care to make inroads in hospitals. Learned insights PSW $19, rates $32-35 3rd competitor ComForC= are at Chartwell Open house. Challenges/Concerns (R

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