------=_Part_1514_1274507084.1737561391932 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1514_1274507084.1737561391932 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Katie May, New Co= aching Call Katie May - 1/22/25 was created on 1/22/2025, 10:56 AM . = Please see the below fields: Coaching Form Name: Katie May - 1/22/25 Owner: Denny Roebel Coaching Activity for: Katie May Office: St. Louis HCL Prior Call Commitmen= ts Completed: Yes General Insights + I= nformation: - Continue to stay on top of F2F documentation. Outst= anding meetings contained in your activity dashboard that can be documented= on for=20 - recent 24/7 SOC from McKnight Place. First SOC out of this account in aw= hile. McKnight is saying this family will need this ongoing. Family is sa= ying 2 weeks. Katie and CSM to partner to give a care coordination report = to the community to discuss what is taking place and how to keep care in pl= ace ongoing.=20 - The field team is noticing people are committing verbally to long intenti= ons but when they sign the CCAs they are not willing to commit to over a mo= nth. - Recent SOC closed lost from a SAP account due to price. Quoted at $40/hr= . Went with comfort keepers at $33/hr. This was a tier 1 case. This shou= ld be entered in as a SLI due to it being an SAP account. This is not the = first case. Katie and GM to partner to identify the other cases with this = similar case and loop in the RDO and RDBD. - Another Tier 3 case from SLC that can partner with the community to turn = this case into a long term case.=20 - Ops and Sales to partner together to begin Care Conferences within 7 days= of service at the SLC to talk about on going services and where should car= e go in the next 30 to 60 days. Regional Director in attendance : false Operator in Attendance to call: Emily Swackhamer Topics Discussed on Call? : Monthly REV and S= OC Goal Documented Activity SAP Accounts O= perational Challenges = Action Items: see above. SOC Goal : 8 SOC MTD: 3 Revenue Goal:= 175,000 Revenue MTD: $62,219 Revenue Forecast: $104,735 Activity Goa= l: 110 Activity MTD: 30 AP - MTD Leads #: 0 AP - MTD Opportunities #:= 0 Closed Won Past Ant. Start+N= o Rev: Sreenivas Vulli, Coaching C= all Completion Date: 2025-01-22 Please review the link b= elow for more details : Coaching Call: https://homec= areassistance.my.salesforce.com/a29UH000000Woo5YAC ------=_Part_1514_1274507084.1737561391932--