------=_Part_2457_1284134069.1730219741057 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_2457_1284134069.1730219741057 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Katie May, New Co= aching Call Katie May - 10/29/24 was created on 10/29/2024, 12:35 PM . Please see the below fields: Coaching Form Name:= Katie May - 10/29/24 Owner: Denny Roebel Coaching Activity for: Katie May = Office: St. Louis HCL Prior Call Commit= ments Completed: Yes General Insights = + Information: - Joined the $1 million club officially. - Will add 4 more SOCs before the end of the month - GM & Katie have been working now for about 90 days. What is the key to s= uccess - GM is invited in the field with Katie, Constant communication, hav= ing a "personal touch" again like HCA used to have, being open to stepping = in each other's shoes, working hand in hand with each other no matter what,= =20 - Being able to staff cases within 2 hours and staffed for weeks. Regional Direc= tor in attendance : false Operator in Attendance to call: Emily Swackhamer Topics Discussed on Call? : Monthly REV and SOC Goal Documented Activity SAP Accounts = Action Items: see above SOC Goal : 6 SOC MTD: 6 Revenue Goal: = 135,000 Revenue MTD: $148,306 Revenue Forecast: $159,879 Activity Goa= l: 115 Activity MTD: 109 AP - MTD Leads #: 6 AP - MTD Opportunities #= : 5 Coachi= ng Call Completion Date: 2024-10-29 Please review the li= nk below for more details : Coaching Call: https://h= omecareassistance.my.salesforce.com/a29UH000000SuSHYA0 ------=_Part_2457_1284134069.1730219741057--