------=_Part_7418_1656141713.1773618685915 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_7418_1656141713.1773618685915 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich- 3/10/2026 was created on 3/15/2026, 7:51= PM . Please see the below fields: Coaching = Form Name: Micah Jakoblich- 3/10/2026 Owner: Earl Blair Coaching Activity for: Micah Jakobli= ch Office: Milwaukee H= CL Prior Call Commitments Completed: Yes General Insights + Information: Team collaboration with a Monda= y 12:00 p.m. meeting scheduled for the Milwaukee team, addressing a declini= ng accounts strategy, with a focus on penetrating St. Rita and Froedtert Ho= spital. Team Collaboration Meeting Scheduled A meeting for the entire Milwaukee team was scheduled for Monday at 12:00 p= .m. to discuss role clarity and cohesiveness, shifting from the initial 1:0= 0 p.m. time due to a conflict. St. Rita MindFit Strategy The goal for the 4-week MindFit investment at St. Rita is to secure 3 refer= rals, with today=E2=80=99s meetings focused on leveraging staff pain points= to identify clients needing extra care. A strategy email addressing 5 decl= ining accounts was requested. Hospital Penetration and Referrals The Private Placement Agency with Care Patrol for Freigher Hospital was sig= ned, with plans for multiple penetration avenues, including leveraging a ne= w contact. Educational sessions with referral partners will begin on Thursd= ays to help the team identify leads and improve referral currency. Regional Dire= ctor in attendance : true Topics Discussed on Call?= : Monthly REV and SOC Goal Documented Activ= ity SAP Accounts Time Management Overcoming= Objections Breaking into a New Account Operational Ch= allenges SLI's Submitted by HCL Toolkit Tools + Strateg= ies Challenges/Opportunities: FOLLOW UP ON DECL= INING ACCOUNTS STRATEGY * Earl noted that a plan to address declining accounts=E2=80=94speci= fically Oasis Senior Advisor, Stowellwell, East Castle, St. Rita, and Silve= rado=E2=80=94had not been included in Micah's pre-coaching call form, reque= sting an email with the strategy. Regarding St. Rita, Micah had successful= ly set a meeting and was scheduled to attend a town hall=20 TOWN HALL STRATEGY FOR ST. RITA * Micah explained that they had a meeting scheduled today with the me= mory care coordinator to discuss time slips and firm up objectives ahead of= the town hall later in the week. The town hall involves a 5-to-10-minute i= ntroduction of MindFit and time slips to the residents. Micah confirmed tha= t the MindFit program is already set for the April calendar, and today's co= nversation is to firm up logistics LEVERAGING ALZHEIMER'S ASSOCIATION RELATIONSHIP *The team discussed leveraging the investment in the Walk to End Alz= heimer's to secure more referrals like the recent Scott Pratt tier one clie= nt. Amelia confirmed the commitm