------=_Part_131_754577120.1728994265307 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_131_754577120.1728994265307 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Jennifer Roenker, New Coaching Call Jennifer Roenker - 10/11/24 was created on 10/15/2024, 8= :11 AM . Please see the below fields: Coachi= ng Form Name: Jennifer Roenker - 10/11/24 Owner: Denny Roebel Coaching Activity for: Jennife= r Roenker Office: Columbus HCL Prior Call Commitments Completed: Yes General Insights + Information: - Have received two OSU r= eferrals in the week or so - Never produced - Action - Document on at risk accounts listed in activity dashboard - Action - Request ownership of RevOps accounts that you have documented a = F2F in - Opportunity to add in email addresses in SAP accounts that have little to= no emails listed - Jennifer and Ops team to follow up on Tier 1 clients that are marked with= Closed Lost to see how they are doing. - Insight on pipeline - Nancy Hitchcock canceled services after one shift d= ue to the CG. They did not want a replacement or a comped shift. - CSM is still working to recover from a MVC. Should be back to full time = hours in the coming week or so. Together, the CSM and Jennifer are working= to start relationships with a wealth advisor firm. - Jennifer really enjoyed the Monthly Business Review and is looking forwar= d to the update - Denny to look into if the PPA has been updated from the 7 year requiremen= t. Re= gional Director in attendance : false Operator in Attendance to c= all: Alysce Craig Topics Discussed on Cal= l? : Monthly REV and SOC Goal Documented Act= ivity SAP Accounts Operational Challenges T= oolkit Tools + Strategies Challenges/Opportunities: - Staffing and CSM limited activity due to MVC Action Items: see above SOC Goal : 8 SOC MTD: 3 = Revenue Goal: 195,000 Revenue MTD: $92,700 Revenue Forecast: n/a Activity Goal: 115 Activity MTD: 52= AP - MTD Leads #: 1 AP - MTD = Opportunities #: 0 Closed Won Start Date = Upcoming: Laura Clevenger, Coaching Call Completion Date: 2024-10-11 Please revi= ew the link below for more details : Coaching Call: = https://homecareassistance.my.salesforce.com/a29UH000000RkrZYAS ------=_Part_131_754577120.1728994265307--