------=_Part_1247_1689377546.1736262483177 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1247_1689377546.1736262483177 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Claudia Cook, New= Coaching Call Claudia Cook 1/7/24 was created on 1/7/2025, 10:08 AM . Please see the below fields: Coaching Form Name:= Claudia Cook 1/7/24 Owner: Denny Roebel Coaching Activity for: Claudia Cook Office: Chicago HCL Prior Call Commit= ments Completed: Yes General Insights = + Information: - Spoke about the Vi- Contacts at this community sa= id the only thing they value is communication about current clients and the= paperwork required for caregivers. Claudia was able to get the Vi to agre= e to a monthly care coordination meeting. Looking at the history of the ac= count, the Median LTV of a client is $6,900. - Challenge accounts that are using multiple agencies on their span of cont= rol on the quality of care the clients/ residents are receiving.=20 - In 2025, Claudia is looking to challenge her referral sources that she ha= s given a lot of her time to and have not seen the return she would want.= =20 - Denny to connect with Vanessa regarding an HCL that has span of control w= ith a SLC and is able to communication effectively with the referral source= . - Claudia suggested a topic of "Increase quality communication with our ref= erral sources" Regional Director in attendance : false T= opics Discussed on Call? : Monthly REV and SOC Goal Documented Activity SAP Accounts Time Manageme= nt Challenges/Opportunities: The Vi and being = removed from their preferred provider list. = Action Items: see above SOC= Goal : 6 SOC MTD: 0 = Revenue Goal: 430,000 Revenue MTD: $67,= 501 Revenue Forecast: n/a Acti= vity Goal: 110 Activity MTD: 7 AP - MTD Leads #: 0 AP - MTD Opportuni= ties #: 0 Closed Won Past Ant. = Start+No Rev: Susan Rosenbacher, C= oaching Call Completion Date: 2025-01-07 Please review t= he link below for more details : Coaching Call: http= s://homecareassistance.my.salesforce.com/a29UH000000WA13YAG ------=_Part_1247_1689377546.1736262483177--