------=_Part_1068_1979660592.1770649324233 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1068_1979660592.1770649324233 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Scott Viscomi, Ne= w Coaching Call Coaching Call, Micah Jakoblich was created on 2/9/2026, 9:0= 2 AM . Please see the below fields: Coaching= Form Name: Coaching Call, Micah Jakoblich Owner: Scott Viscomi Coaching Activity for: Scott= Viscomi Office: Milwaukee HCL Prior Call Commitments Completed: Yes General Insights + Information: We are pleased that you a= re 50% to target SOC goal, all SAP, great, now let's look back at the prodc= ucing SAP opver the last 6 mos, love also that you are 24/7 focused, and do= ing the math...let's stay UP HIGH here, strategic thinking is going to win,= and it's an everyday thing. Regional Director in attendance : false Topics Discussed on Call? : Monthly REV a= nd SOC Goal SAP Accounts Toolkit Tools + Strategies Challenges/Opportunities: SNF Channel, new priva= te pay partner ID'd Peawaukee: Breakthroughs: Huge week of strategic= breakthrough in mindset and actions last week. Let's maintain this. What l= ead to that, what is working, let's plan and do more, check list, action ta= ken, result measured. Advance and ASK FOR THE BUSINESS - artfully, but that= is the tone. Toolkit/Marketing Strategies Discussed: = Gentiva / Heartland=20 Senior Safety =3D Schedule 2 presentations next few weeks Alz Day Walk Strategy - discuss, plan, coordinate, co-market = Action Items: GCM: Who are your go-to partners? Let'= s discuss each relationship status and next steps with the goal of advancin= g the relationship RAPIDLY (ie. getting immediate, this week referral) SOC Goal : 8 SOC MTD: 3 Revenue Goal: 460,000 Re= venue MTD: 27361 Revenue Forecast: 0 Activity Goal: 100 Activity MTD:= 32 AP - MTD Leads #: 1 AP - MTD Opportunities #: 0 Pipeline Health A= ctions: Support Ashley, earnest questions, ID SAP acouints and rec= ent SOCs last three mos, any end of service that we can get back, or reasse= ss, look to refer out GCM Closed Won Past Ant. = Start+No Rev: Robert Curtis Mabbitt, Francine Fleming, SAP Accounts Needing Action (5): The Waters:L No ED,= No DON Strategy, so we lean-in and ask who they are concerned about, remin= d that at we are an adjacent support agency, not replacing their in-home ca= re team, but we support resident safety. RUN / RINSE/REPEAT with SLC, DON, = CON MD's The Westerly, PAC scheduled for APril, co-marketed with hospice co last wee= k Moment's Hospice The Gables Eastcastle Place: MJ, Roy, Ashley, they are bringing 9..are we mass feeding= or are we planning a 2026 strategic plan.... Coaching Ca= ll Completion Date: 2026-02-09 Please review the link be= low for more details : Coaching Call: https://homeca= reassistance.my.salesforce.com/a29UH000000pT4nYAE ------=_Part_1068_1979660592.1770649324233--