------=_Part_4085_1680130999.1730300958631 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_4085_1680130999.1730300958631 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Jake Coauette, Ne= w Coaching Call Jake Coauette - 10/30/24 was created on 10/30/2024, 11:09 A= M . Please see the below fields: Coaching Fo= rm Name: Jake Coauette - 10/30/24 Owner: De= nny Roebel Coaching Activity for: Jake Coauette Office: Kansas City HCL= Prior Call Commitments Completed: Yes General Insights + Information: - SAP Account Review (Looks good.= We will work on this on-going) - Received first three leads - Questions from training ( - Be creative in development of partnerships with referral sources.=20 - Business cards have still not arrived.=20 - When getting push back from referral sources who are not willing to meet,= remember to match and mirror.=20 - Reach out to Linda Conners to grab a coffee and learn about how she built= her book of business. - Reach out to Micah to understand how he has been able to get referrals fr= om accounts that have not produced.=20 - Schedule Holiday TimeSlips for the communities - Able to service the MO side through the KS office. Regional Director in attend= ance : false Operator in Attendance to call: Teresa Heit= Topics Discussed on Call? : M= onthly REV and SOC Goal Documented Activity SAP Accou= nts Overcoming Objections Breaking into a New Account= Challenges/Opportunities: "A challenge as a ne= w employee is getting in and meeting the right people and developing, and i= n some cases, repairing relationships from prior HCL's. I really want to f= ocus on my former place of employment, and number 1 SAP account to gain a b= etter presence in that community so that they will start referring more and= more. I was told in my last meeting that TheKey doesn't have a presence i= n the community. I want to focus on growing that, and also growing my othe= r SAP accounts." Action Items:= see above SOC Goal : 0 SOC MTD: 0 Revenue Goal: 0 Revenue MTD: $0 Revenue Forecast= : n/a Activity Goal: 0 Activity MTD: 21 AP - MTD Leads #: 1 AP - MTD Opportunities #: 1 Coaching Call Completion Date: 2024-10-30 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.c= om/a29UH000000SyyvYAC ------=_Part_4085_1680130999.1730300958631--