------=_Part_2665_1398657960.1775242553873 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_2665_1398657960.1775242553873 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich- 4/3/2026 was created on 4/3/2026, 2:55 P= M . Please see the below fields: Coaching Fo= rm Name: Micah Jakoblich- 4/3/2026 Owner: E= arl Blair Coaching Activity for: Micah Jakoblich Office: Milwaukee HCL = Prior Call Commitments Completed: Yes = General Insights + Information: Program rollouts were reviewed wit= h Elizabeth Residents and East Castle Place, with SAP adjustments to target= high-potential accounts. Program Rollouts and Scheduling Upcoming Mindfit and Caregiver programs were scheduled at St. Rita's, Eliza= beth Residents, and Teal Shores through June. The Elizabeth Residents progr= am was confirmed to begin on a Saturday, April 26th, with plans to shift su= bsequent sessions to weekdays due to scheduling challenges. MCH Strategy and WBR Review The Milwaukee Catholic Home strategy shifted to focus on establishing an on= -site presence and monthly care coordination meetings with internal staff. = The Milwaukee Weekly Business Review showed positive revenue growth, hittin= g 71% of the revenue target, despite losing 1 lead due to a competitor's in= -person assessment. SAP Strategy and Account Focus The team decided to reimagine the Sales Activity Plan (SAP) to focus on a s= maller, high-impact set of accounts where the greatest momentum and growth = can be achieved. Accounts requiring intervention were identified, and a dec= ision was made to remove Assisted Living Advocates from the SAP due to low = priority and minimal home care referrals. Regional Director in attendance : false Topics Discussed on Call? : M= onthly REV and SOC Goal Documented Activity SAP Accou= nts Time Management Overcoming Objections B= reaking into a New Account Toolkit Tools + Strategies P= AC Meetings Challenges/Opportunities: UPCOMING = PROGRAM ROLLOUTS & SCHEDULING=20 * St. Rita's has Mindfit scheduled for four weeks in April, along wit= h a "What is a Caregiver" introductory meeting one day prior on April 7th, = which is a follow-up to a town hall they previously conducted. A second Min= dfit program is starting on Saturdays, beginning April 26th at Elizabeth Re= sidents, and is intended to be a weekly program. Teal Shores will have a "W= hat is a Caregiver" meeting on May 7th, followed by Mindfit on the second a= nd fourth weeks of May, and the first two weeks of June. ELIZABETH RESIDNETS PROGRAM DETAILS *The Elizabeth Residents Mindfit program is starting on a Saturday, Ap= ril 26th, because their Monday through Friday schedules are booked out for = two to three months, making Saturday the earliest available option. Micah c= onfirmed that they plan to adjust the following Saturdays in May to a weekd= ay, as they are being mindful of potential burnout