Internal Operating Reference
Atlas Functional WellnessTeam Organization Chart
A clear overview of our team structure, reporting relationships, responsibilities, and escalation paths.
Coaching Department
Client care, onboarding, and ongoing coaching delivery.
Sarah Gordon
Head Coach
sarah@atlasfunctionalwellness.com818-917-9085Reports to
Leadership
Sales Department
Appointment setting, sales calls, enrollment, and client setup.
Jake Kocherhans
Sales Manager
jake@atlasfunctionalwellness.com801-599-9505Reports to
Leadership
Hugo Santiago
Appointment Setter
hsantiago@malorah.com+52 55 6505 9917Reports to
Jake Kocherhans
Client Workflow
Finances & Customer Service
Billing, payroll, account issues, and escalated cancellations.
Callie Kocherhans
Head of Customer Service
calliencpeterson@gmail.com801-935-0432Reports to
Leadership
Savannah Peterson
Executive Assistant
savanna.peterson.096@gmail.com801-949-3875Reports to
Callie Kocherhans
Who Reports to Who
The reporting structure at a glance.
Coaching
Sarah Gordon
- Lexi Wilcox
- Matt Irby
- Natt Aram
- Chelsea Diva
Sales
Jake Kocherhans
- Jake Cockerell
- Chad Sievers
- Hugo Santiago
Finances & Customer Service
Callie Kocherhans
- Savannah Peterson
Client Cancellation Process
How coaches should handle a client who wants to pause or cancel.
Situation
Client reaches out about pausing or cancelling the program.
Step One
Coach should immediately text Sarah and send screenshots of the conversation for advice and next steps on how to handle the situation.
Step Two
Coach should immediately offer to get on a quick Zoom or phone call within the next 24–72 hours to uncover the real reasons they want to discontinue the program.
- What part feels the most confusing or overwhelming right now?
- What can we do to create a system where this feels easier for you?
- How can we make this work with your life and schedule vs. cause more stress?
Important Note
It is the coach's responsibility to have these deep conversations with their clients and COACH them through their limiting beliefs, struggles, and behaviors. This person is where they are because of their mindset and behaviors. We need to help them see that if they continue living within that paradigm, they will never get the results they want.
Step Three
If the coach isn't able to save the client, they should escalate it to Savannah and send her all the context of the conversation, including screenshots of messages, so that she can reach out to them about their options.
Final Escalation → Savannah Peterson
Send full context and screenshots so Savannah can follow up about the client's options.