------=_Part_1566_425099178.1727186290703 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1566_425099178.1727186290703 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Charles Holley, N= ew Coaching Call Charles Holley - 9/24/24 was created on 9/24/2024, 9:58 AM= . Please see the below fields: Coaching For= m Name: Charles Holley - 9/24/24 Owner: Den= ny Roebel Coaching Activity for: Charles Holley Office: Grand Rapids HC= L Prior Call Commitments Completed: No Prior Nex= t Steps Incomplete: - Beacon Hill - Gain a meeting with the sales = department to uncover needs of the community and transition plan - Pathways HHC - The preferred provider for Beacon Hill for Part B services= . Gained a meeting. - Updating documentation within SF. (updated a few, still more to go) General Insights + Information: -Secured meeting w= ith Libby Waholstrom - ED of Beacon Hill Foundation on 10/2. - Attached below is the updated Performance Improvement Plan we discussed. = Through our work together on strategy and outcomes, you achieved highest r= evenue and leads per month this year. The goal of this new PIP is to get b= ack to where you were the previous three months. I look forward to helping= you achieve that. https://docs.google.com/document/d/1cnMvI3LpQtxDB7_uauGxawXrjMshMiOo-gYtqmr= 1dsM/edit?usp=3Dsharing Regional Director in attendance : false Oper= ator in Attendance to call: Kendra Smith = Topics Discussed on Call? : Monthly REV and SOC Goal Documented Activity SAP Accounts Breaking in= to a New Account Presented Performance Management Toolk= it Tools + Strategies Challenges/Opportunities: - Leads are down. Quality of Leads are down. Revenue is projected flat. = - Charles' insight is the placement agency referral are down and are not a= quality as they once thought. In looking at full funnel last month, only = 4 leads came from placement agency. In the VA bucket, a few were not quali= fied to receive services due to not being approved by the VA. Breakthroughs: - Received a Mary Free Bed Tier 1 referral yes= terday. An in-person meeting is being arranged by the SW at the rehab for = Charles and the CSM.=20 - Grand Brook - Gained 8 medical staffing shifts. Kendra to meet with the = leadership at this SLC on going. This all came from a meeting that Charles= and Kendra went to together. Through additional conversation found out th= ere is an opportunity to work on their waitlist in addition to working on a= move in program with long term intentions. Action Items: - Beacon Hill - Advancing past Ruth, who sits= at the front desk. In pulling up Beacon Hill's website the following peopl= e should be a target for a FU meeting. Amanda Daggett, Nursing Director, As= hley Edwards, Marketing Director, Sarah Johnson, Service and Events Manager= , Shelby Peterson, Wellness Manager, April Schaab, Operations Director/ Adm= inistrator, Libby Wahlstrom, ED of the Beacon Hill Foundation. Wh