------=_Part_1298_1891730692.1738771255499 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1298_1891730692.1738771255499 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 - 2/5/25 was created on 2/5/2025, 1= 1:00 AM . Please see the below fields: Coach= ing Form Name: Venus Hurd Johnson - 2/5/25 Owner: Denny Roebel Coaching Activity for: Venus = Hurd Johnson Office: Chicago HCL Prior Call Commitments Completed: Yes = General Insights + Information: - University of Chicago= - Received a call about a referral from the neuro floor. - Meet with Scott about accounts that will be coming into Venus' name.=20 - Venus met with a wealth advisor at SAGE Advisor's lunch. Was able to get= a commitment to get a lunch with this advisor as he wanted to learn more a= bout TheKey's services. Venus to invite Scott to the meeting with Peter.= =20 - Amada Home Care - Chicago sales team should huddle on what we know about = Amada and is there a path to possible partnership. Possible PPA with rev sh= are depending on the volume.=20 - Wealth Advisor on the Chamber of Commerce wants to have coffee with Venus= . Firm up the meeting and invite Scott.=20 - Sheridan Oak Brook - Meeting with the ED today. The health and wellness = director will be in attendace as well. Community has all three levels of c= are. MC is full. Opportunity to understand what they liked and did not li= ke about the previous HC agency. Ask for a firm launch date.=20 - To help with the transition of management and to assist Venus meet and ex= ceed her Revenue and SOC goals, the following Sales Development Road will b= e used by ASM & HCL moving forward.=20 https://docs.google.com/document/d/1DKw8y068iUZdCYAdTQJ1zVM40-e_WQCbhCBfPCZ= ZLig/edit?usp=3Dsharing Regional Director in attendance : false Topics Discussed on Call? : Monthly REV and S= OC Goal Documented Activity SAP Accounts B= reaking into a New Account Action Items: See above SOC Goal : 6 SOC MTD: 0 Revenue Go= al: 52,500 Revenue MTD: $2,333 Revenue Forecast: n/a Activity Goal: 95 Activity MTD: 7 AP = - MTD Leads #: 0 AP - MTD Opportunities #: 0 Coaching Call= Completion Date: 2025-02-05 Please review the link belo= w for more details : Coaching Call: https://homecare= assistance.my.salesforce.com/a29UH000000XPdxYAG ------=_Part_1298_1891730692.1738771255499--