------=_Part_6096_2002078599.1773097746525 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_6096_2002078599.1773097746525 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Claudia Cook-3/9/2026 was created on 3/9/2026, 7:09 PM . = Please see the below fields: Coaching Form Name= : Claudia Cook-3/9/2026 Owner: Earl Blair Coaching Activity for: Claudia Cook = Office: Chicago HCL Prior Call Commi= tments Completed: Yes General Insights= + Information: SAP report review and tiered start analysis led to= a new ER rapid response program proposal with focus on Tier 1 client sourc= ing. SAP Account Targeting and Metrics The team confirmed account targeting goals would increase to 30 accounts ba= sed on the SAP Summary Report, with an emphasis on consistent documentation= of B2B and B2C activities. Documentation for Mind Fit and Time Slips was c= onfirmed to meet the goal of 1 per week, fulfilling the requirement for B2B= to C activities. ER Rapid Response Program Proposed A new ER Rapid Response and Recovery Program was proposed for Westminster P= lace Assisted Living, which will expedite caregiver dispatch within 3 hours= of an ER visit. The partnership structure will be finalized during a meeti= ng with the COO and VP of Clinical Services for all 3 campuses scheduled fo= r Friday. Tier 1 Client Sourcing Strategy Focus shifted to converting leads into Tier 1 clients who require services = exceeding 30 hours per week for over 30 days, as 50% of long-term intention= business currently falls off. Recruitment efforts for a new hire should co= ncentrate on the wealthy Oakbrook/DuPage County area to target high-value c= lients. Regional Director in attendance : false Topics D= iscussed on Call? : Monthly REV and SOC Goal = Documented Activity SAP Accounts Time Management = Overcoming Objections Breaking into a New Account = Operational Challenges Toolkit Tools + Strategies Challenges/Opportunities: TRANSITIONING ACCOUNTS FROM ASM S= COTT *We've finalized the TOP 30 Accounts with the recent additions from A= SM Scott and narrowed focus based on geography, lifetime revenue, current p= roductivity and opportunity for continued and sustained growth. REVIEW OF SCORECARD METRICS & TIERED STARTS- LTI 45% Goal 70% or > *Earl reviewed the previous month's scorecard, noting 11 starts of car= e against a goal of seven, which was a great performance. However, they ide= ntified an opportunity to increase the percentage of business with long-ter= m intention, particularly focusing on identifying Tier 1 clients who requir= e more than 30 hours per week over 30 days. Earl suggested focusing on chan= nels like GCMS and the hospital channel, as data shows clients from these s= ources often require longer-term services UPCOMING EMPATHY TRAINING FOR PROVISORS GROUPS *To potentially boost Tier 1 referrals, Claudia plans to conduct their = empathy training, which i