------=_Part_1043_1314141709.1727273922099 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1043_1314141709.1727273922099 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Katie May, New Co= aching Call Katie May - 9/23/24 was created on 9/25/2024, 10:18 AM . = Please see the below fields: Coaching Form Name: Katie May - 9/23/24 Owner: Denny Roebel Coaching Activity for: Katie May Office: St. Louis HCL Prior Call Commitmen= ts Completed: Yes General Insights + I= nformation: - Katie is returning from Vacation. - Coaching call was spent on aligning on SAP accounts for Q4. Katie to add= one additional Wealth Advisor to the SAP to round out the top 20 accounts.= Begin to add in these accounts into SF this week https://docs.google.com/document/d/1R89iTSw_vQCNIELpfi-CfpbHlRM2D1Ciodx1XWY= 9a94/edit?usp=3Dsharing Regional Director in attendance : false Oper= ator in Attendance to call: Emily Swackhamer Topics Discussed on Call? : Monthly REV and SOC Goa= l SAP Accounts Breaking into a New Account = Challenges/Opportunities: Staffing Challenges Action Items: see above SOC Goal : 6 SOC MTD: = 4 Revenue Goal: 125,000 Revenu= e MTD: $123,201 Revenue Forecast: $167,= 591 Activity Goal: 50 Activity= MTD: 4 AP - MTD Leads #: 1 AP - MTD Opportunities #: 1 Closed Won Past Ant. Start+No Rev: Gail Kilgore, Larry Burkhar= dt, Ray Carmichael, Coaching Call Completio= n Date: 2024-09-23 Please review the link below for more= details : Coaching Call: https://homecareassistance= .my.salesforce.com/a29UH000000QIFpYAO ------=_Part_1043_1314141709.1727273922099--