------=_Part_1101_1411397226.1738165118980 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1101_1411397226.1738165118980 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Katie May, New Co= aching Call Katie May - 1/29/25 was created on 1/29/2025, 10:38 AM . = Please see the below fields: Coaching Form Name: Katie May - 1/29/25 Owner: Denny Roebel Coaching Activity for: Katie May Office: St. Louis HCL Prior Call Commitmen= ts Completed: Yes General Insights + I= nformation: Currently Katie has the following in her pipeline: 1 - Jane Wesson Tier 3 who is extending her care and will become a Tier 1 2 - Linda Lyles Tier 1 client who has started 3 - Joyce Seufert Tier 3 client who keeps extending and could turn into a T= ier 1 client as she is moving from 24/7 to daily 8's in a week. 4 - Dennis Hintz (Wealth Advisor SOC) Tier 2 client 5 - Daniel Compton Tier 1 Assessment Completed. Has turned into couples ca= re and will start next week. 6 - Donna Emmerich Tier 1 Assessment Pending RIM has a FU today with this l= ead 7 - Curtis Rebstock Tier 1 currently in the hospital but will need care onc= e DC'd next week.=20 8 - Donald Cain Tier 1 being DC'd this week. Katie following up with the S= LC and the family today. 9 - Just received a referral from a wealth advisor this morning and will be= following up on this case. Just met with this advisor yesterday.=20 10 - Dorothy Ogilvy-Lee Tier 2 just started and came from a Law office. = Regional= Director in attendance : false Operator in Attendance to call: Emily Swackhamer Topics Discussed on Call?= : Monthly REV and SOC Goal Documented Activ= ity Operational Challenges Challenges/Opportun= ities: - Staffing Challenges. GM has met with the recruitment te= am for emergency help due to the amount of 24/7 leads St. Louis currently h= as. Action Items: See= above SOC Goal : 8 SOC= MTD: 4 Revenue Goal: 175,000 Revenue MTD: $101,586 Revenue Forecast:= $124,919 Activity Goal: 110 = Activity MTD: 55 AP - MTD Leads #: 3 AP - MTD Opportunities #: 3 = Closed Won Start Date Upcoming: Sreenivas Vulli, Coaching Call Completion Date: 2025-01-29 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.c= om/a29UH000000X4pdYAC ------=_Part_1101_1411397226.1738165118980--