New Coaching Call from Claudia Cook - 11/19/24

------=_Part_678_1238388273.1732028487163 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_678_1238388273.1732028487163 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Claudia Cook - 11/19/24 was created on 11/19/2024, 10:01 AM = . Please see the below fields: Coaching Form= Name: Claudia Cook - 11/19/24 Owner: Denny= Roebel Coaching Activity for: Claudia Cook Office: Chicago HCL Prior C= all Commitments Completed: Yes General= Insights + Information: - Do a deep dive with GM on why clients h= ave come off services and what is the follow up for those clients? - Follow up with The Vi regarding Patricia D'Amore and Sharon King which we= re closed lost due to Lost Contact. - Claudia gave Kudos to Athena RIM. - Denny to work with Claudia on Pipeline - LFP - Changes at this account but Claudia is working to gain a partnershi= p with the new leadership of the community.=20 - The Vi - Feedback received that they were not get updates on their client= s, Claudia now to take lead on this.=20 - Follow up with Debbie Feldman at her request to meet. - Doing TimeSlips for Westmister. Just met with the new ED as well.=20 - Potential for PPA for Westmister and the larger company as well. Claudia= to meet with ED to discuss this. <strong style=3D"font-fa= mily: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, Oxyg= en, Ubuntu, &quot;Fira Sans&quot;, &quot;Droid Sans&quot;, &quot;Helvetica = Neue&quot;, sans-serif; font-size: 14px; color: rgb(23, 43, 77); background= -color: rgb(235, 236, 240);">Regional Director in attendance : <sp= an style=3D"font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&= quot;, Roboto, Oxygen, Ubuntu, &quot;Fira Sans&quot;, &quot;Droid Sans&quot= ;, &quot;Helvetica Neue&quot;, sans-serif; font-size: 14px; color: rgb(23, = 43, 77); background-color: rgb(235, 236, 240);"> false Topics Discussed on Call? : Monthly R= EV and SOC Goal Documented Activity SAP Accounts = Toolkit Tools + Strategies PAC Meetings Action Items: see above SOC Goal : 5 SOC MTD: = 2 Revenue Goal: 410,000 Revenu= e MTD: $206,204 Revenue Forecast: $381,= 793 Activity Goal: 95 Activity= MTD: 8 AP - MTD Leads #: 2 AP - MTD Opportunities #: 2 Closed= Won Start Date Upcoming: Ella Strubel, Close= d Won Past Ant. Start+No Rev: Francis and Rosemary Neuhaus, Coaching Call Completion Date: 2024-11-1= 9 Please review the link below for more details : C= oaching Call: https://homecareassistance.my.salesforce.com/a29UH00= 0000UDavYAG ------=_Part_678_1238388273.1732028487163--