--0000000000002ac5b9062243f49b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Denny, Please find Micah's September - November revenue growth targets below which now include his additional accounts and are based off of June - August revenue production. *Micah Jakoblich - Account Manager Ramp Goals - Milwaukee* As far as monthly SOC and "new" Rev goals on the Scorecard to help Micah reach his revenue growth targets, here's what I would suggest. He's already at $8k so far this month. Please let me know if you agree: Suggested Goal Ramp: Month Starts of Care Target Revenue Target 1 Training Training 2 *2* $10,000 3 *3* $15,000 4 *4* $25,000 Account Performance Overview: Total # of Inherited Accounts Total SOCs Last 3 Months Total REV Last 3 Months 9 10 $431,367.40 Micah Jakoblich - Account Manager September - November 2024 Growth Targets Account Name Benchmark Revenue Last 3 Months 10% Revenue Growth Next 3 Months 20% Revenue Growth Next 3 Months 25% Revenue Growth Next 3 Months 30+% Revenue Growth Next 3 Months Oasis Senior Advisors - Milwaukee $285,573.23 $314,130.55 $342,687.88 $356,966.54 $371,245.20 Silverado- Northshore $56,415.25 $62,056.78 $67,698.30 $70,519.06 $73,339.8= 3 East Castle Place $42,499.25 $46,749.18 $50,999.10 $53,124.06 $55,249.03 Heartis Village North Shore $20,038.85 $22,042.74 $24,046.62 $25,048.56 $26,050.51 Azura Brookfield $0.00 $0.00 $0.00 $0.00 $0.00 St. Camillus $7,902.82 $8,693.10 $9,483.38 $9,878.53 $10,273.67 Fairway Knoll $17,626.00 $19,388.60 $21,151.20 $22,032.50 $22,913.80 New Perspectives Franklin $1,312.00 $1,443.20 $1,574.40 $1,640.00 $1,705.60 Saint John's On The Lake $0.00 TOTAL $431,367.40 $474,504.14 $517,640.88 $539,209.25 $560,777.62 Revenue Growth Thresholds: Revenue Lift Total Average Revenue Lift per Month Payout (10% of Rev Lift) 10% Revenue Growth Next 3 Months $43,136.74 $14,378.91 $4,313.67 20% Revenue Growth Next 3 Months $86,273.48 $28,757.83 $8,627.35 25% Revenue Growth Next 3 Months $107,841.85 $35,947.28 $10,784.19 30+% Revenue Growth Next 3 Months $129,410.22 $43,136.74 $12,941.02 Thank you, On Wed, Jul 31, 2024 at 10:07=E2=80=AFAM Julia Jenkins wrote: > Hello Denny & Jennifer, > > Thank you for taking the time to meet this morning to review Micah's > proposed 3 month revenue ramp targets. As I mentioned, we'll need to pull > fresh data in the beginning of his first full month out of training for a= n > accurate 3 month revenue benchmark. > > Here is the proposal we reviewed today: > Micah Jakoblich - Account Manager Ramp Goals - Milwaukee > > > I will be adding the following accounts that we agreed on: > 1. Fairway Knoll > 2. New Perspective Franklin > > *Next Steps:* > > - We recommend you meet with Earl & Robyn as they were the ACcount > Manager pilot > - Denny to schedule bi-weekly AM huddle to connect our AMs to share > ideas & best practices > - Julia to send updated ramp goals 9/4 for you to share with Micah > - Jennifer/Denny to confirm plan