New Coaching Call from Charles Holley - 8/26/24

Hello Charles Holley, New Coaching Call Charles Holley - 8/26/24 was created on 8/26/2024, 2:47 PM . Please see the below fields: Coaching Form Name: Charles Holley - 8/26/24 Owner: Denny Roebel Coaching Activity for: Charles Holley Office: Grand Rapids HCL Prior Call Commitments Completed: No Prior Next Steps Incomplete: - Beacon Hill - Advancing past Ruth, who sits at the front desk. In pulling up Beacon Hill's website the following people should be a target for a FU meeting. Amanda Daggett, Nursing Director, Ashley Edwards, Marketing Director, Sarah Johnson, Service and Events Manager, Shelby Peterson, Wellness Manager, April Schaab, Operations Director/ Administrator, Libby Wahlstrom, ED of the Beacon Hill Foundation. Who is the Home Health company that is providing Part B services Has reached out to April, Amanda & Libby for a meeting. Waiting for confirmation of the meetings. Reach out specificially to Shelby (Wellness Manager). - Blodgett - Connect back with the Nurse Educator (Jenna) at the hospital to see what other pts are needing assistance with DC specifically Dementia. Also look for parts of the hospital that deal with Neuro and what is the DC plans for those pts? FU on Lunch and Learn opportunity at the hospital. Set up meetings with med rush Katie Huzinga to include Kendra and identify opportunities where we can support her patients heading home. - Exponential Health - Flat in revenue. Next step - Visit office and gain an update on a referral from June that was Closed Lost due to family arrangements. Opportunity to go back in and ask for additional referrals. General Insights + Information: - Seeing some good Tier 1 clients coming from Oasis. Attriubuting to connectiong Oasis to power partners. - As of right now 3 tier 1 and 3 tier 2 sit in the pipeline ready to be closed won. - David L. Carrier, P.C. Estate and Elder Law - The office is referrencing Medicaid very often and are reluctant to connect clients due to the Medicaid applications. - L2 Advisors - Discovered one of the advisors is no longer working with Clients. Opportunity to partner with the advisor that is taking over the advisor's clients to provide education. Regional Director in attendance : true Operator in Attendance to call: Kendra Smith Topics Discussed on Call? : Monthly REV and SOC Goal SAP Accounts Overcoming Objections Toolkit Tools + Strategies PAC Meetings Breakthroughs: - Covenant Living of Great Lakes - Confirmed the Next step for 9/11 - Per SAP: Arrange face to face meeting with Susan and Pam including Kendra about the level of care that we can provide for residents in the community and identifying opportunities to assist with residents that may currently have un-met needs. Toolkit/Marketing Strategies Discussed: - Relaunch of PAC group Action Items: - Beacon Hill - Advancing past Ruth, who sits at the front desk. In pulling up Beacon Hill's website the following people should be a target for a FU meeting. Amanda Daggett, Nursing Director, Ashley Edwards, Marketing Director, Sarah Johnson, Service and Events Manager, Shelby Peterson, Wellness Manager, April Schaab, Operations Director/ Administrator, Libby Wahlstrom, ED of the Beacon Hill Foundation. Who is the Home Health company that is providing Part B services Has reached out to April, Amanda & Libby for a meeting. Waiting for confirmation of the meetings. Reach out specificially to Shelby (Wellness Manager). Next step - Gain a meeting with all of the HHC that serve this community. Use a power partner relationship to advance our market share within the community. - Blodgett - Connect back with the Nurse Educator (Jenna) at the hospital to see what other pts are needing assistance with DC specifically Dementia. Also look for parts of the hospital that deal with Neuro and what is the DC plans for those pts? FU on Lunch and Learn opportunity at the hospital. Set up meetings with med rush Katie Huzinga to include Kendra and identify opportunities where we can support her patients heading home. - Exponential Health - Flat in revenue. Next step - Visit office and gain an update on a referral from June that was Closed Lost due to family arrangements. Opportunity to go back in and ask for additional referrals. - Relaunch PAC group. - Waterford Place - Connecting with Brian from Leaves Personal Care as he has a foot in the door at this community. Brian is having trouble staffing cases currently. SOC Goal : 6 SOC MTD: 3 Revenue Goal: 75,000 Revenue MTD: $42,837 Revenue Forecast: $55,725 Activity Goal: 75 Activity MTD: 49 AP - MTD Leads #: 3 AP - MTD Opportunities #: 1 Closed Won Past Ant. Start+No Rev: Michael Vanderwall, Marcia Bernhardt, Coaching Call Completion Date: 2024-08-26 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29UH000000OGbVYAW