------=_Part_1924_1413195223.1730209906635 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1924_1413195223.1730209906635 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Jennifer Roenker, New Coaching Call Jennifer Roenker - 10/29/24 was created on 10/29/2024, 9= :51 AM . Please see the below fields: Coachi= ng Form Name: Jennifer Roenker - 10/29/24 Owner: Denny Roebel Coaching Activity for: Jennife= r Roenker Office: Columbus HCL Prior Call Commitments Completed: Yes General Insights + Information: - Spoke about intention v= s actualization - Send PPA to Jen for the Forum. - Begin discussion on CG - Nursing - GCM services going into 2025 - Firm up plans with CSM for account visits while Jen is on vacation Regional Di= rector in attendance : false Operator in Attendance to call: Alysce Craig Topics Discussed on Call? : Monthly REV and SOC Goal SAP Accounts = Operational Challenges Toolkit Tools + Strategies Challenges/Opportunities: - Staffing challenges remain. RDO = and GM connected with recruitment team. Action Items: see above SOC Goa= l : 8 SOC MTD: 8 Reve= nue Goal: 195,000 Revenue MTD: $190,906= Revenue Forecast: $224,913 Ac= tivity Goal: 115 Activity MTD: 117 AP - MTD Leads #: 6 AP - MTD Oppor= tunities #: 4 Closed Won Past A= nt. Start+No Rev: Terry O'loughlin, Coaching Call Completion Date: 2024-10-29 Please revie= w the link below for more details : Coaching Call: h= ttps://homecareassistance.my.salesforce.com/a29UH000000SthVYAS ------=_Part_1924_1413195223.1730209906635--