------=_Part_3232_1562650285.1774467274756 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_3232_1562650285.1774467274756 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich- 3/24.2026 was created on 3/25/2026, 3:34= PM . Please see the below fields: Coaching = Form Name: Micah Jakoblich- 3/24.2026 Owner: Earl Blair Coaching Activity for: Micah Jakobli= ch Office: Milwaukee H= CL Prior Call Commitments Completed: Yes General Insights + Information: Revenue goals and Tier 1 accoun= t prioritization discussed focusing on concierge physician opportunities an= d sales funnel quantification. HCL Status and Revenue The current revenue is $90,000, projected toward $133,000, falling short of= the $175,000 target for Senior HCL status. The strategy focuses on Tier 1 = accounts, as 1 Tier 1 account generates revenue equivalent to 12 Tier 3s or= 40 Tier 4s. Concierge Physician Opportunities Evaluated Opportunities with concierge physicians, such as Collab Physicians with 300= to 400 clients, were evaluated for size and scalability. The team is drill= ing deeper into data to identify the right client profile within these grou= ps and intends to continue quantifying reasonable sales targets using a fun= nel constraint model. Milwaukee Catholic Home Replication Strategy A high-value Tier 1 opportunity at Milwaukee Catholic Home is progressing t= oward conversion, which includes creating a standardized agreement form to = minimize wait times. The successful approach used there and at Sansara will= be replicated at other communities like Newcastle Place and St. Camila's. Regio= nal Director in attendance : true Operator in Attendance to call:= Amelia Howard Topics Discussed on Call? = : Monthly REV and SOC Goal Documented Activi= ty SAP Accounts Time Management Overcoming = Objections Breaking into a New Account Operational Cha= llenges Toolkit Tools + Strategies PAC Meetings = Challenges/Opportunities: EVALUATING CONCIERGE PHYSICI= AN OPPORTUNITIES *The discussion centered on the size and scalability of opportunities= with concierge doctors, such as Collab Physicians, who have 300 to 400 cli= ents. The focus is on drilling deeper into the data to identify the right = client profile within these groups=20 STRATEGY FOR CO-LAB & THRIVEMED PRACTICES *Collab Physicians currently has zero lifetime revenue and Micah is fo= cused on adding value through connections, like introducing them to Gentiva= Heartland for hospice needs, given Collab is looking to build their book o= f business. For Thrive Med, which is being sold because Dr. Luan Morski los= t their license, the suggested strategy is to connect the practice with Dr.= Fury at Collab, who is looking to increase their patient base. This connec= tion could provide huge value to Dr. Fury=20 MCH *Milwaukee Catholic Home is a high-value opportunity despite having th= eir own in-house