------=_Part_2840_49700353.1771798474320 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_2840_49700353.1771798474320 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Scott Viscomi, Ne= w Coaching Call Scott Viscomi-2/19/2026 was created on 2/22/2026, 5:14 PM .= Please see the below fields: Coaching Form = Name: Scott Viscomi-2/19/2026 Owner: Earl B= lair Coaching Activity for: Scott Viscomi Office: Chicago HCL Prior Cal= l Commitments Completed: Yes General I= nsights + Information: Addressing Milwaukee Market Failures The Milwaukee market challenges are attributed to operational caregiver ser= vice failures, which leadership needs to urgently address through documenta= tion via the Correction Action tool, rather than sales issues. Earl was adv= ised against traveling to Milwaukee, instead recommending a focused meeting= with Amelia in Chicago regarding the operational problems. Micah's Performance and Retention Micah has significantly improved performance indicators by taking control o= f the revenue funnel and focusing on key channels, despite receiving a $170= ,000 job offer from a competitor which they declined. Scott dismissed rumor= s of poaching as industry noise and confirmed a strategy to acquire Tier On= e clients through intentional relationship building and setting high servic= e expectations. Strategic Shift and Leadership Titles Scott revealed an impending transition to a national role focused on enterp= rise value and national accounts, necessitating the handoff of local city a= ccounts to Nil. Both participants agreed that securing a VP title, such as = VP of National Accounts, is essential for credibility and effectiveness in = high-level meetings needed to secure large deals and for future retention Region= al Director in attendance : false Topics Discussed = on Call? : Monthly REV and SOC Goal Document= ed Activity SAP Accounts Time Management Ov= ercoming Objections Breaking into a New Account Operat= ional Challenges Toolkit Tools + Strategies Cha= llenges/Opportunities: DOCMENTATION OF SERVICE FAILURES *Earl emphasized the need to leverage the CEA tool for documenting serv= ice failures, asserting that it is not punitive and would help provide a po= sitive narrative for Micah's struggles in Milwaukee. While Scott found the= documentation request to be an additional burden, Earl stressed that docum= enting these issues is critical, especially when evidence suggests operatio= nal problems like caregivers showing up to work while smoking marijuana. Breakthroughs: ANALYSIS OF MICAH'S IMPROVED LEADIN= G INDICATORS * Earl presented data showing Micah's improved performance in key lead= ing indicators for the current month, noting the funnel is "better than it'= s been in a long time". Specifically, Micah's lead-to-assessment scheduled = conversion rate is 66%, and the lead-to-client conversion rate is almost 60= %, a significant increase from th