------=_Part_1164_885856197.1771862588448 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1164_885856197.1771862588448 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call MJ 02-23-2026 was created on 2/23/2026, 9:51 AM . Please see the below fields: Coaching Form Name: MJ 02-23-2026 Owner: Scott Viscomi Coaching Activity for: Micah Jakoblich Office: Milwaukee HCL Prior Call Commitmen= ts Completed: Yes General Insights + I= nformation: Command and Control, Prioritizing Relationships is the= way we rise above the "chatter". The Q1 Focus Plan is working for you, it = is your plan. Stay in that space. Your consistency is going to win the long= game, keep the high ground...it's just discpline. Non-Transactional - but = transparent. Regional Director in attendance : false Top= ics Discussed on Call? : Monthly REV and SOC Goal = SAP Accounts PAC Meetings Challenges/Opp= ortunities: 24/7 Alz Association MKE: this is a direct result of = her December PAC Group spotlight, you asked for business - specifically a 2= 4/7 31 + client ...and here we are. Well done. Breakthrou= ghs: 5 SOCS before EOM =3D 5 SAP Accounts...what you are doing an= d where you are doing it is effective. Feedback from PAC Group "We love how= much you give back"...at some point this will pay off 10x...but getting it= to that point without being transactional is the key...it's a challenge...= but prioritizing the relationships will break the walls. OFFICE KP1: 7/10 SOCS! Toolkit/Marketing Strategies Di= scussed: Reviewed Toolkit, emph on B2BBC2C tools WHERE IT WILL MA= KE AN IMPACT NOT CHECK A BOX Action Items: 1. Plan for next-level 1v1 meetings with key accounts in your top 10 2. STAY ON HOSPITAL CHANNEL=20 3. Schedule new SOC 24/7 care rewiew and use care coordination reporting (e= mail) to keep family updated. SOC Goal : = 6 SOC MTD: 5 Revenue Goal: 165,000 Revenue MTD: 83,803 Revenue Forecast: 117,017 Activity Goal: 100 Activity MTD: 94 AP = - MTD Leads #: 4 AP - MTD Opportunities #: 4 Pipeline Health Actions: Leads 2 Opps 2 CM= NS 2 (Review in Pipeline) Thanks for stepping up and assessing last week - = stay on that. SAP Accounts Needin= g Action (5): 1. Ciel 2. Harbor Chase 3. Foredert 4. BYS Care Mgt 5. Stowell Coaching Call Completion Date: 2026-0= 2-23 Please review the link below for more details : Coaching Call: https://homecareassistance.my.salesforce.com/a29U= H000000qGDZYA2 ------=_Part_1164_885856197.1771862588448--