New Coaching Call from Katie May - 12/2/24

Hello Katie May, New Coaching Call Katie May - 12/2/24 was created on 12/2/2024, 11:48 AM . Please see the below fields: Coaching Form Name: Katie May - 12/2/24 Owner: Denny Roebel Coaching Activity for: Katie May Office: St. Louis HCL Prior Call Commitments Completed: Yes General Insights + Information: - 3 SOCs on the thanksgiving holiday. (two 24/7 starts within 48 hours) - Set a meeting/ thank you lunch for top referral sources after the holidays to thank them for 2024 and set the agenda for 2025. Opportunity to do a year in review with these referral sources and align on mutual goals for the new year. - Got her first referral from an Estate Planner. Parkinsons client - Start a PAC for 2025 for trusted advisor channel to take to your SLCs. - Moving forward, the GM and Katie have a weekly goal of doing a day in the field together per week. Focus on top referral accounts and trusted advisors. - Opportunity to refer out a recent referral, soon to be SOC, to Katie's GCM partner. - Continued focus on building Tier 2 clients for long term stable growth in revenue. - Reschedule McKnight Dinner for January. Regional Director in attendance : false Operator in Attendance to call: Emily Swackhamer Topics Discussed on Call? : Monthly REV and SOC Goal Documented Activity SAP Accounts Breaking into a New Account PAC Meetings Challenges/Opportunities: - Staffing challenges with client utilization. Could not staff the call offs from this weekend of current clients. GM connecting with recruitment and RDO. Two weeks ago, 8 CGs were slatted to be in orientation and zero showed up. GM is also seeing the most recent GCs have very limited availability for hours. Action Items: See above. SOC Goal : 7 SOC MTD: 2 (Nov). Additional SOCs over Thanksgiving Holiday Revenue Goal: 155,000 Revenue MTD: $159,328 Revenue Forecast: n/a Activity Goal: 105 Activity MTD: 0 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Closed Won Past Ant. Start+No Rev: Beverly Hoover, Wayne Hoover, Coaching Call Completion Date: 2024-12-02 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29UH000000UkAHYA0