------=_Part_8254_511832926.1728993608160 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_8254_511832926.1728993608160 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Scott Viscomi, Ne= w Coaching Call Scott Viscomi - 10/11/24 was created on 10/15/2024, 8:00 AM= . Please see the below fields: Coaching For= m Name: Scott Viscomi - 10/11/24 Owner: Den= ny Roebel Coaching Activity for: Scott Viscomi Office: Chicago HCL Prio= r Call Commitments Completed: Yes Gene= ral Insights + Information: - Spoke about meeting with By your sid= e care management in MKE - Great conversation that led to and understanding= of care coordination reports and how this GCM company wishes to have a bet= ter partnership with us moving forward. Owner committed to follow up meeti= ngs with Scott. - Continuation of conversation with Stowell. When Denny is in MKE, Scott t= o try and arrange a meeting with this GCM - In speaking with a lot of referral sources, they are mentioned referrals = to their organization. Opportunity to use the referral out section in SF t= o list this for business reviews. - Build and maintain a Community Resource Guide/ Partners in Care list for = MKE to share with Ops team and regional intake. Regional Director in attendance = : false = Topics Discussed on Call? : = Monthly REV and SOC Goal SAP Accounts Breaking i= nto a New Account Toolkit Tools + Strategies Ch= allenges/Opportunities: MKE and accounts that have not been activ= e Action Items: see a= bove SOC Goal : 5 SOC M= TD: 1 Revenue Goal: 340,000 Revenue MTD: $130,359 Revenue Forecast: n/a Activity Goal: 115 Activity MTD: 38 AP - MTD Leads #: 0 AP - MTD Opportunities #: 0 Closed Won Start Date Upcoming: Mary Ann Mayworm, Closed Won Past Ant. Start+No Rev: Patricia Baal, Barbara= Fifer, Patricia Wolf, Judith Cory, Coachin= g Call Completion Date: 2024-10-11 Please review the lin= k below for more details : Coaching Call: https://ho= mecareassistance.my.salesforce.com/a29UH000000RkpxYAC ------=_Part_8254_511832926.1728993608160--