------=_Part_9949_39854382.1771261558565 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_9949_39854382.1771261558565 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Coaching Call - Micah Jakoblich 02-16-2026 was created on= 2/16/2026, 10:15 AM . Please see the below fields: = Coaching Form Name: Coaching Call - Micah Jakoblich 02-16-= 2026 Owner: Scott Viscomi Coaching = Activity for: Micah Jakoblich Office: Milwaukee HCL Prior Call Commitments Completed: Yes General Insights + Information: The last two weeks have seen significant return on your investment in = relationships, driving deeply into where business is, and focusing less on = the busy work. Stay in this zone, but be proactive in setting up your clini= cal channels (GCM + HH + HOSPITAL) to address funnel velocity and consisten= cy, longer Tier Business from GCM/CON MD must be a daily priority to cultiv= ate. = Regional Director in attendance : false Topics Disc= ussed on Call? : SAP Accounts Overcoming Obj= ections Operational Challenges Challenges/Oppo= rtunities: Opportunities: Milwaukee Catholic Home. 2 Tier 1 refer= rals since meeting new contact there 2 weeks ago.=20 Challenge: Todays SOC (51 hrs/wk) fam is requesting CL testimonials, and MC= H is requesting OPA. Ops team is working on both, and no estimated time on = completion. I do not believe this will prohibit today's SOC. Major Challenge, for now and through March: We've discussed ad nauseum the = importance of building your concierge channel, it's time, over the next 6 w= eeks I'd like to see tangible results, meaning you've completed 3 in-servic= es, and you've received 2 referrals directly as a result.=20 *Tasking: Call Nil Maape and ask about her steps and approach to MD2 - Chic= ago concierge practice, she is expecting your call. I would like you to start each coaching call with a brief on progress to da= te. Breakthroughs: MKE Catholic - SOCS Pending = and rec'd Community Protocols Breakthroughs: Azura is looking to Co-Market this week. They have been noto= riously quiet since primary contacts moved on months ago.=20 Gentivia / Heartland Hospice - Kickoff Meeting Completed, good feelings sur= rounding communcation and aligment. Toolkit/Marketing = Strategies Discussed: Reviewed PAC this week is focus Action Items: C= HANNEL FOCUS; Concierge MD - List 3 targets and date of approach, goal is i= n-service scheduled for each following visit CHANNEL FOCUS - GCM: Do you have a comprehenvise list and understanding of= each Gerentologist, Psycologist, Nueropsych, Concercierge MD that the two = GCM's use? Please gather and report back to me next coaching call, or prior= if you have this information SOC Goal : = 6 SOC MTD: 2 Revenue Goal: 165,000 Revenue MTD: 57,067 Revenue Forecast: 118,882 Activity Goal: 100 Activity MTD: 67 AP = - MTD Leads #: 4 AP - MTD Opportunities #: 4 Pipeline Health Actions: Review