------=_Part_2874_611091955.1734459085533 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_2874_611091955.1734459085533 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Jake Coauette, Ne= w Coaching Call Jake Coauette - 12/17/24 SAP Planning was created on 12/17/= 2024, 1:11 PM . Please see the below fields: Coaching Form Name: Jake Coauette - 12/17/24 SAP Planning Owner: Denny Roebel Coaching Activity for:= Jake Coauette Office: Kansas C= ity HCL Prior Call Commitments Completed: Yes Prior Next Steps Incomplete: SAP Planning document= completed General Insights + Information: - = Add in The Caring Heart & Agewise for GCMs - Explore the Kansas City Estate Planning Symposium (KCEPS) https://kceps.o= rg/ - Too many placement agencies. Remove and replace with SLC or trusted advi= sors. - Consider adding in Concierge Physicians and/ or Hospitals per our convers= ation - GM and Jake to partner with a Concierge Physician that GM knows.=20 https://docs.google.com/document/d/1j3P1SuC3NaDEmpkQS7xzl0RAbbgvB_ikFBIEWKX= alJQ/edit?usp=3Dsharing Regional Director in attendance : false Oper= ator in Attendance to call: Teresa Heit T= opics Discussed on Call? : SAP Accounts = Action Items: See above SOC Goal : 2 SOC MTD: 2 Revenue Goal: 7,500 Reve= nue MTD: $2,544 Revenue Forecast: $5,37= 5 Activity Goal: 105 Activity = MTD: 56 AP - MTD Leads #: 0 AP - MTD Opportunities #: 1 Closed Won Past Ant. Start+No Rev: Jerry Schmidt, Coaching Call Completion Date: 2024-12-17 Please review the link below for more details : Coachin= g Call: https://homecareassistance.my.salesforce.com/a29UH000000VV= SXYA4 ------=_Part_2874_611091955.1734459085533--