------=_Part_15024_1648528510.1732118192246 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_15024_1648528510.1732118192246 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Amanda Ilines, Ne= w Coaching Call Amanda Ilines - 11/20/24 was created on 11/20/2024, 10:56 A= M . Please see the below fields: Coaching Fo= rm Name: Amanda Ilines - 11/20/24 Owner: De= nny Roebel Coaching Activity for: Amanda Ilines Office: Toronto HCL Pri= or Call Commitments Completed: Yes Gen= eral Insights + Information: - Amanda continues to hear about refe= rrals back and forth are important to referral sources.=20 - Amanda is still working to develop her partner in care list.=20 - Action for Denny - Connect with Julia on updated rev goals for Amanda.=20 - Closed Won client - starting today 11/20 - New referral came in yesterday - SOC next week - Another referral has an assessment scheduled for this week.=20 - 4 total leads this month. (Hospital, SLC) - In deep dive of F2F majority are outside the SAP account with the reason = of more movement within a SLC company that is able to drive business and wi= lling to chat more aboiut partnership.=20 - Request credit for Rev Ops accounts listing on activity dashboard - Spending time re-introduce herself to account. Seeing people willing to = meet over lunch. Working with the community on understanding what they are= looking for in clients.=20 - Next coaching - speak about PAC meeting Regional Director in attendance : false Topics Discussed on Call? : M= onthly REV and SOC Goal Documented Activity SAP Accou= nts Operational Challenges Toolkit Tools + Strategies PAC Meetings Challenges/Opportunities: - Some concerns have been raised regarding CSM's professionalism. A rece= nt client was experiencing behavior issues and Amanda looked to connect a G= CM that specializes in behavior issues. CSM did not want this GCM involved= . This is a past referring account. CSM spoke with Amanda that "we" will = not accept clients from this referral source moving forward. The same CSM = is pushing back against traveling to Oakville to do an assessment/ caregive= r intro. Amanda took lead on this referral after the interaction. GM has b= een looped in on this situation and is working with the CSM. = Action Items: - Next coaching sessi= on Amanda would like to chat truster advisors and launching a PAC with thes= e advisors. SOC Goal : 1 SOC MTD: 0 Revenue Goal: 21,500 Revenue MTD: $7,539 Revenue Forecas= t: $13,501 Activity Goal: 95 = Activity MTD: 60 AP - MTD Leads #: 4 AP - MTD Opportunities #: 4 = Coaching Call Completion Date: 2024-11-20 Please review the link below for more details := Coaching Call: https://homecareassistance.my.salesf= orce.com/a29UH000000UHWTYA4 ------=_Part_15024_1648528510.1732118192246--