------=_Part_3149_137030785.1773011085453 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_3149_137030785.1773011085453 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich- 3/3/2026 was created on 3/8/2026, 7:04 P= M . Please see the below fields: Coaching Fo= rm Name: Micah Jakoblich- 3/3/2026 Owner: E= arl Blair Coaching Activity for: Micah Jakoblich Office: Milwaukee HCL = Prior Call Commitments Completed: Yes = General Insights + Information: Summary Account review focused on compliance and metrics with a successful strategy= for increasing unique account touches and leveraging the hospital channel = for growth. Metrics Review and Compliance Adherence compliance improved, reducing group emails; 30 total counts and 2= 3 unique accounts exceeded targets via mapping and segmentation strategies.= Documented SAP activities reached 38 against a target of 25. St. Rita Square B2B Strategy Life enrichment guides were utilized successfully to schedule Mind Fit and = Time Slips events in April and May, aiming for a consistent presence across= all levels of care. The town hall is viewed as a necessary means to ensure= turnout and reintroduce value in the challenging independent living space. Leveraging Hospital Growth Channel Strong growth from Freigher Hospital requires immediate focus on short-term= plays and leveraging external networks like home health companies to gain = access and identify key lead contacts. Two Tier One cases are starting this= week, estimated to generate $30,000 in revenue toward the $175,000 goal. Region= al Director in attendance : true Topics Discussed o= n Call? : Monthly REV and SOC Goal Documente= d Activity SAP Accounts Time Management Ove= rcoming Objections Breaking into a New Account Operati= onal Challenges Toolkit Tools + Strategies Chal= lenges/Opportunities: FROEDTERT HOSPITAL *Long-term strategies to gain routine access to Froedtert Hospital wil= l involve leveraging Horizon contacts and Care Patrol connections via a tra= de-off, with the goal of securing regular meetings by the end of Q2. ST.RITA SQUARE TOWN HALL *The planned town hall at St. Rita Square is tentatively scheduled = for the 16th, though confirmation is pending and Micah will follow up today= . Since the community builds calendars two months in advance, this engageme= nt is viewed as a two-month play, with plans to build out Mind Fit weekly i= n April and Time Slips in late April or May=20 *The discussion addressed previous challenges, including incidents wi= th caregivers and temporary lack of trust with the Director of Nursing, iss= ues that have since been resolved. Scott and Amelia confirmed that while St= . Rita Square has historically been challenging, recent resets and positive= feedback on caregivers (like Pat) suggest an opportunity for Micah to pene= trate independent living through the town hall and reintr