------=_Part_1005_1830372639.1732632653031 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1005_1830372639.1732632653031 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Claudia Cook 11/26/24 was created on 11/26/2024, 9:50 AM . Please see the below fields: Coaching Form Na= me: Claudia Cook 11/26/24 Owner: Denny Roeb= el Coaching Activity for: Claudia Cook = Office: Chicago HCL Prior Call C= ommitments Completed: Yes General Insi= ghts + Information: - 10 clients ended services from October rev (= 5 Tier 2, 2 Tier 3, 3 Tier 1) which equals to $29,105. Of the SOCs in Nov= ember Claudia has been able to bring this total down to $10,208. - 2 assessments completed, 5 assessments scheduled. - Of the SOCs this month 83% LT SOCs - Take credit for past meetings without outcome notes.=20 - Gain meetings with with Accounts at Risk - Great progress in documentation of F2F. Keep it up. - If Westmister is interested in a PPA, lets start to have converstations. Regio= nal Director in attendance : false Topics Discussed= on Call? : Monthly REV and SOC Goal Documen= ted Activity SAP Accounts Toolkit Tools + Strategies Challenges/Opportunities: Overcoming a $30k rev= enue loss from October to November due to 10 clients coming off services. Toolkit/Marketing Strategies Discussed: See above Action Items: see above SOC Goal : 5 SOC MTD: 6 Revenue Goal: 410,000 = Revenue MTD: $304,666 Revenue Forecast: $393,498 Activity Goal: 95 Ac= tivity MTD: 42 AP - MTD Leads #: 2 AP - MTD Opportunities #: 2 Pipeli= ne Health Actions: Pipeline is looking good at 94% quality and 17%= in Tier 1 opportunities. Closed Won Past Ant. = Start+No Rev: Francis "Frank" Neuhaus, Coaching Call Completion Date: 2024-11-26 Please re= view the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29UH000000UXZdYAO ------=_Part_1005_1830372639.1732632653031--