------=_Part_797_1679092042.1737470631587 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_797_1679092042.1737470631587 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Claudia Cook - 1/21/25 was created on 1/21/2025, 9:43 AM . Please see the below fields: Coaching Form Na= me: Claudia Cook - 1/21/25 Owner: Denny Roe= bel Coaching Activity for: Claudia Cook Office: Chicago HCL Prior Call = Commitments Completed: Yes General Ins= ights + Information: - Slow in leads - referrals have been slow bu= t accounts have been identifying that accounts have clients in mind but hav= e not given Claudia the names of the clients. Anticipating 2 SOCs next wee= k. - Elderwerks - 8 leads and 7 were lost last year. Did a deep dive and had = a conversation with the referral source. Talked about expanding the scope o= f the area and set up a meeting with the advisors. Signed up for their dem= entia conference.=20 - Lake forest hospital - set up a ceu for February=20 - North Shore Pt Advocates - GCM practice. Met with the owner and agreed t= o do a joint sales call at The Vi. - The Vi - Claudia is taking lead on all client updates. Have started the = care coordination reports in person. Will be launching care coordination i= n other accounts. - Lake Forest Place - Having conversation as to why Claudia is providing va= lue to the community. Business is two ways. Goal to connect with Seth the= ED to firm up the partnership.=20 - Three Crowns Park - on site provider that is not living up to expectation= s. Claudia will be meeting with the site leadership in the coming week.=20 - Add in the additional 3 SAP accounts missing. The ones currently in ther= e are duplicates. Regional Director in attendance : false Topics Discussed on Call? : Monthly REV and SOC Goal = Documented Activity SAP Accounts Toolkit T= ools + Strategies PAC Meetings = Action Items: see above SOC Goal : 6 SOC MTD: 0 Revenue Goal: 430,000 Revenue MTD: = $262,620 Revenue Forecast: $453,199 Activity Goal: 110 Activity MTD: = 39 AP - MTD Leads #: 0 AP - MT= D Opportunities #: 0 = Coaching Call Completion Date: 2025-01-21 Ple= ase review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29UH000000WlqDYAS = ------=_Part_797_1679092042.1737470631587--