New Coaching Call from Venus Hurd Johnson - 9/4/2024

From
Denny Roebel <denny.roebel@thekey.com>
To
"tt@thekey.com" <tt@thekey.com>, "venus.hurdjohnson@thekey.com" <venus.hurdjohnson@thekey.com>, "amirone@thekey.com" <amirone@thekey.com>, "denny.roebel@thekey.com" <denny.roebel@thekey.com>
Date
Wed, 4 Sep 2024 15:06:33 +0000 (GMT)
Folder
INBOX
------=_Part_1446_820112961.1725462393166 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1446_820112961.1725462393166 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Venus Hurd Johnson, = New Coaching Call Venus Hurd Johnson - 9/4/2024 was created on 9/4/2024,= 11:06 AM . Please see the below fields: Coa= ching Form Name: Venus Hurd Johnson - 9/4/2024 Owner= : Denny Roebel Coaching Activity for: Ve= nus Hurd Johnson Office: Chicago = HCL Prior Call Commitments Completed: Yes General Insights + Information: - Venus has been up= dating the contact lists within SF account as they have not been updated in= over a year. So when the email from Jackie went out to intro Venus to acc= ounts, many accounts did not receive it. - Brookdale - Follow up with Katie to understand the workings on Brookdale.= Furthermore, see if the ED in STL will make a warm intro. Reached out to = DON and she asked for information to be sent to her. Through a power partn= er, Venus discovered that the Resident services director is very controllin= g but all the referrals go through her. Gain an intro/ tour with the sales= department. =20 - Spoke about in house provider and the limits they typically have.=20 - The Sharidan - Claudia Cook made a warm intro to this account. Have meet= ings set up with key stake holders in this account.=20 - LinkedIn - Went through the navigating of LinkedIn. Encouraged the purch= ase of LinkedIn Sales Navigator. Regional Director in attendance : false Topics Discussed on Call? : Monthly RE= V and SOC Goal SAP Accounts Overcoming Objections Breaking into a New Account Toolkit Tools + Strategies Challenges/Opportunities: - Most of Venus' accoun= ts have not been worked in awhile. Job #1 is to build bonding and rapport = and a close second is to introduce/ reintroduce TheKey = Action Items: - Connect with Katie May ou= t of STL regarding Brookdale and how to navigate the Brookdale system with = communities that have Brookdale at home - See above SOC Goal : 2 SOC MTD: 0 Revenue Goal: 7,500 Revenue MTD: $0 Revenue Forecast: n/a Activity Goal: 0 Ac= tivity MTD: 0 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Coaching Call Completion Date: 2024= -09-04 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a2= 9UH000000OtTBYA0 ------=_Part_1446_820112961.1725462393166--

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