------=_Part_9737_490190690.1738767489687 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_9737_490190690.1738767489687 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich - 2/3/25 was created on 2/5/2025, 9:58 AM= . Please see the below fields: Coaching For= m Name: Micah Jakoblich - 2/3/25 Owner: Den= ny Roebel Coaching Activity for: Micah Jakoblich Office: Milwaukee HCL = Prior Call Commitments Completed: Yes = General Insights + Information: - Officially introduced Scott as A= SM moving forward. Two more coaching sessions while Denny is the RDBD. Sc= ott to lead the following coaching sessions. - 4 SOCs in January all are either Tier 3 or Tier 4s. One client is turnin= g into a tier 2. Opportunity to do care conferences like St. Louis has bee= n doing. - A tier 2 clients starting tomorrow.=20 - Recent referral from Carepatrol. Tier 3 client. Another HC company is a= ble to do blood sugas.=20 - When a referral comes in from a B2B account and Micah wants to take lead = to contact the family and get to the assessment, he can just comment in cha= tter and tag the people that need to be in the loop.=20 - Oasis - Micah to document all referral outs to this account as the owner = is mentioning her concern about not getting referrals. Set a meeting with = March 18th with the entire Oasis team. Micah to identify what referral acc= ounts oasis has that are down and help them reengage this accounts.=20 - Silverado - Extremely census challenged. New ED has been hired and will = be in place mid-month.=20 - 11 SAP have not had rev in the past 3 months. Opportunity to have a focu= sed strategy and revisit the SAP tactics outlined for Q1. = Regional Director in a= ttendance : fa= lse Operator in Attendance to call: Daniel= le James Topics Discussed on Call? : = Monthly REV and SOC Goal SAP Accounts Overcomi= ng Objections Toolkit Tools + Strategies Chall= enges/Opportunities: Both GM and HCL shared feedback on RIMs and = the elongating the sales cycle. Micah to take lead on any lead that comes = from his referral account. Act= ion Items: See above. SOC Goal : = 6 SOC MTD: 0 Revenue Goal: 50,000 Revenue MTD: $2,144 Revenue Forecast: n/a Activity Goal: 95 Activity MTD: 0 AP - MTD = Leads #: 0 AP - MTD Opportunities #: 0 Closed Won Start Date Upcoming: Jean Ansa= y, Marietta Akey, Coaching Call C= ompletion Date: 2025-02-05 Please review the link below = for more details : Coaching Call: https://homecareas= sistance.my.salesforce.com/a29UH000000XPPRYA4 ------=_Part_9737_490190690.1738767489687--