------=_Part_4897_1857686183.1773941230748 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_4897_1857686183.1773941230748 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Nil Maape, New Co= aching Call Nil Maape-3/19/2026 was created on 3/19/2026, 1:27 PM . Please see the below fields: Coaching Form Name: Nil Maape-3/19/2026 Owner: Earl Blair Coaching Activity for: Nil Maape Office: Chicago HCL Prior Call Commitments Co= mpleted: Yes General Insights + Inform= ation: Account transition progress, physician engagement strategie= s, and account ownership retention were reviewed, with the team focusing on= leveraging specialized programs for key accounts and improving client enga= gement. Reviewing Account Transition Progress Progress on transitioned accounts included a successful 2x2 Nursing client = and scheduling a lunch and service event for April 16 with Dr. Gallagher's = office staff. Physician engagement success relies on genuine conversation, = and the team will utilize email campaigns and drip sequences targeting infl= uential referral coordinators. Account Strategy and Ownership Decision The Person Centered Senior Solutions account, having produced $69,000 in li= fetime revenue, will be retained despite an attempted trade due to the team= =E2=80=99s desire to keep a good Geriatric Care Manager (GCM). The team con= firmed they would not approve trading the account and emphasized improving = the $3,200 median lifetime revenue. Performance and Future Strategy Chicago revenue is in the green, showing a $4,000 week-over-week lift and a= chieving 75% of the start of care target, projecting a 25K lift over the mo= nthly revenue target. The strategy for Northwestern Memorial Hospital inclu= des daily client visits and highlighting the Lifeguard program and ability = to handle urgent starts to secure future referrals. Regional Director in attenda= nce : true Topics Discussed on Call? : Monthly REV and SOC Goal Documented Activity = SAP Accounts Time Management Overcoming Objections Breaking into a New Account Operational Challenges = Toolkit Tools + Strategies Challenges/Opportunities: = DR. GALLAGHER ACCOUNT *Nil spoke with Emily, the front desk or admin person at Dr. Gallagher= 's office, and secured an opportunity for a lunch and service event, tentat= ively scheduled for April 16. Nil noted that they could stop by anytime to = introduce themself or drop off new collaterals, but they would not be able = to speak directly with the busy physicians until the scheduled lunch and se= rvice. The secret to successful engagement with physicians is being genuine= and having a relatable conversation rather than a "salesy" one=20 PERFORMANCE & STRATEGY FOR PERSON CENTERED SENIOR SOLUTIONS * Earl confirmed that they would not approve the trade of the Person= Centered Senior Solutions account, noting that the account has produced $6= 9,000 in lifetime revenue but only one st