New Coaching Call from Venus Hurd Johnson - 12/18/24 SAP Planning

From
Denny Roebel <denny.roebel@thekey.com>
To
"tt@thekey.com" <tt@thekey.com>, "venus.hurdjohnson@thekey.com" <venus.hurdjohnson@thekey.com>, "amirone@thekey.com" <amirone@thekey.com>, "denny.roebel@thekey.com" <denny.roebel@thekey.com>
Date
Wed, 18 Dec 2024 16:03:53 +0000 (GMT)
Folder
INBOX
 Hello Venus Hurd Johnson, New Coaching Call Venus Hurd Johnson - 12/18/24 SAP Planning was created on 12/18/2024, 11:03 AM . Please see the below fields: Coaching Form Name: Venus Hurd Johnson - 12/18/24 SAP Planning Owner: Denny Roebel Coaching Activity for: Venus Hurd Johnson Office: Chicago HCL Prior Call Commitments Completed: Yes General Insights + Information: - Running into Custom and Comfort Keeper (Has a downtown event) - Clarendale Six Corners POC said she had a referral for Venus. Possible 24/7 - Meet with Scott, Claudia and Dianne to discuss which presentations should be CEU certified to be presented in 2025 Regional Director in attendance : false Topics Discussed on Call? : SAP Accounts Overcoming Objections Breaking into a New Account Action Items: - Complete the addition of the accounts we spoke about in your SAP. Submit for approval by end of the week. SOC Goal : 5 SOC MTD: 0 Revenue Goal: 37,500 Revenue MTD: $8,561 Revenue Forecast: $25,949 Activity Goal: 105 Activity MTD: 46 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Coaching Call Completion Date: 2024-12-18 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29UH000000VYVFYA4

Thread (50)