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.
Sales Department
Appointment setting, sales calls, enrollment, and client setup.
Client Workflow
Finances & Customer Service
Billing, payroll, account issues, and escalated cancellations.
Callie Kocherhans
Head of Customer Service
calliencpeterson@gmail.comReports to
Leadership
Savannah Peterson
Executive Assistant
Reports 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
Who Do I Go To?
Common situations and the right person to bring them to.
Client Coaching Question
Go to
Sarah Gordon
Client Wants to Cancel
Coach should first attempt to retain the client.
If escalation is needed
Callie Kocherhans
Sales / Prospect / DM Question
Go to
Jake Kocherhans
Billing or Late Payment
Go to
Savannah Peterson
Billing or Cancellation Issue Savannah Cannot Resolve
Escalate to
Callie Kocherhans