--0000000000001d5ece064d55c383 Content-Type: text/plain; charset="UTF-8" Hi Micah, Thank you for the email and the process updates. I appreciate the information. See you tomorrow. Amelia Howard On Wed, Mar 18, 2026, 6:58 PM Micah Jakoblich wrote: > Hi Team, > > I'm grateful to see the updated Community Resource Guide in action; it's > great to hear of a referral sent thru from the team. > > As we grow, I want to ensure we present a united front and protect the > brand we've worked hard to build. To keep our momentum going and ensure no > one is left "out of the loop", I have a few quick process updates: > > *Referral Outs and Salesforce* > When you send a referral out, please CC me on the email. This helps me > maintain continuity when the partner reaches out to me directly. Also, > let's make sure these are logged in Salesforce. It's one of our best tools > for proving our value to partners. > > (Note: I've already logged the recent referral out today after hearing > about it from the referral source.) If anyone needs a quick refresher on > the logging process, just give me a shout - I'm happy to walk thru it with > you. > > *Communication* > We're all busy in meetings, but if your schedule shifts last minute > (especially for scheduled SAP meetings), please give me a quick heads up > via chat or text with the specific change. This helps me manage the > account's expectations so we don't lose the trust we've built. > > *Team Coordination/ECP + SAPs* > Great work everyone on coordinating a lunch for ECP this Friday! Since > I'll likely be onsite for co-marketing around the same time, could you send > over the specific time you'll be there? > > I want to make sure we're using a 'divide and conquer' approach > effectively. If I know when you're popping in, I can either join you or > stay out of the way to avoid duplicating efforts. Generally, if you have a > significant conversation with an SAP director or staff member, a quick > 'heads up' memo helps us all stay on the same page for future bridge > conversations. > > Thank you all for the hard work and keeping the communication lines open. > > Warm Regards, > Micah > > -- > *Micah Jakoblich* > *Milwaukee Home Care Liaison* > > > O: (414) 964-8000 > C: (414) 242-5803 > TheKey.com > [image: TheKey] > --0000000000001d5ece064d55c383 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Micah, Thank you for the email and the process = updates. I appreciate the information.=C2=A0 See you tomorrow. Amelia Howard On Wed, Mar = 18, 2026, 6:58 PM Micah Jakoblich < micah.jakoblich@thekey.com</a