Re: Updated invitation: Micah Jakoblich (Milwaukee, WI) Coaching Call @ Tue Jan 14, 2025 9am - 9:45am (CST) (Danielle James)

From
Denny Roebel <denny.roebel@thekey.com>
To
Danielle James <danielle.james@thekey.com>
CC
Micah Jakoblich <micah.jakoblich@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 7 Jan 2025 11:55:28 -0500
Folder
INBOX
Thank you for the heads up.

On Tue, Jan 7, 2025 at 11:54 AM Danielle James <danielle.james@thekey.com>
wrote:

> I wil not be able to attend we have our pipeline Tues mornings at 9
> Danielle James LPN
> *Milwaukee General Manager *
> *Please note my email has changed:*
> danielle.james@thekey.com <Danielle.James%20LPN%20@TheKey.com>
> (414) 309-4827
> (414) 219-0300
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
> *Have positive feedback? We'd love to share that with the community: *
> https://search.google.com/local/writereview?placeid=ChIJkbvX_ggg3YARmZmeZB1UILA
>
>
> On Tue, Jan 7, 2025 at 10:53 AM Denny Roebel <denny.roebel@thekey.com>
> wrote:
>
>> Micah Jakoblich (Milwaukee, WI) Coaching Call
>> Join with Google Meet – Pre Coaching Assignment for T.E.A.M 2 LEGIT 2
>> QUIT (Due one day prior to coaching)
>> https://docs.google.com/forms/d/e/1FAIpQLSdf041zH57qc39rpxvWoVkAZaKUVNwYSFfgMJTl5vf4BWJw7w/viewform?usp=sf_linkHCL
>> Coa
>>
>> This event has been updated
>> Changed: time
>>
>> Join with Google Meet <https://meet.google.com/nfn-vifz-apz?hs=224>
>>
>> Meeting link
>> meet.google.com/nfn-vifz-apz
>> <https://meet.google.com/nfn-vifz-apz?hs=224>
>> Join by phone(US) +1 336-663-2070 <+1-336-663-2070%3B319859580%23>
>> PIN: 319859580
>>
>> More phone numbers <https://tel.meet/nfn-vifz-apz?pin=5019270225245&hs=0>
>> Attachments
>> HCL Playbook
>> <https://www.google.com/url?q=https://www.google.com/url?q%3Dhttps://docs.google.com/document/d/1Fm-RblwmrQXN8LKcK8kLPUFybLyfzE3dQz7JX_mB1qY/edit%26sa%3DD%26source%3Dcalendar%26ust%3D1732127258082199%26usg%3DAOvVaw0BozxfE9YBPCZ8sXvxNfuE&sa=D&source=calendar&usg=AOvVaw3897gbs_m0PFwa-FH13not>
>> Sales Enablement Tools...
>> <https://docs.google.com/document/d/1jBgTGo1JMZYv1sBPG64z_ry9irD3q1L56U0ByV_Cms0/edit?usp=sharing>
>>
>> *Pre Coaching Assignment for T.E.A.M 2 LEGIT 2 QUIT **(Due one day prior
>> to coaching)*
>>
>>
>> *https://docs.google.com/forms/d/e/1FAIpQLSdf041zH57qc39rpxvWoVkAZaKUVNwYSFfgMJTl5vf4BWJw7w/viewform?usp=sf_link*
>> <https://docs.google.com/forms/d/e/1FAIpQLSdf041zH57qc39rpxvWoVkAZaKUVNwYSFfgMJTl5vf4BWJw7w/viewform?usp=sf_link>
>>
>>
>> *HCL Coaching Agenda for T.E.A.M 2 LEGIT 2 QUIT*
>>
>> *KPI Analytics *
>>
>> *HCL Scorecard on Tableau Cloud*
>> <https://www.google.com/url?q=https%3A%2F%2Fus-west-2b.online.tableau.com%2F%23%2Fsite%2Fmydata%2Fviews%2FHCLScorecard_17250494858060%2FScorecard%3F%3Aiid%3D1&sa=D&ust=1736700780000000&usg=AOvVaw1xYX-KuLJ1YOWRV_RTgo75>
>>
>> 1) Current Revenue vs Revenue Goal MTD
>>
>> 2) Current SOC vs Goal MTD
>>
>> 3) Quality SOC Mix Ratio & SAP Mix Ratio MTD
>>
>> 4) Pipeline Trend: Lead/Opportunity Count MTD + Conversions
>>
>> 5) MTD Activity vs Goal
>>
>> 6) MTD Activity SAP vs Non SAP Ratio
>>
>> 7) Breakthroughs/Challenges
>>
>> *Activity/Calendar review *
>>
>> *HCL Activity Dashboard*
>> <https://www.google.com/url?q=https%3A%2F%2Fhomecareassistance.lightning.force.com%2Flightning%2Fr%2FDashboard%2F01Z7V000001G8uOUAS%2Fview%3FqueryScope%3DuserFolders&sa=D&ust=1736700780000000&usg=AOvVaw3ADVq6jEoZjTJiH5M8efM8>
>>
>> 1) Completed Meetings Last Week (25+)
>>
>> 2) Outcomes + Next Steps of Recent Meetings
>>
>> 3) Objective for Upcoming Meetings
>>
>> 4) Sales Enablement Tools (what is being utilized + what tools have
>> recently come out that can be  leveraged? *Sales Enablement Playbook*
>> <https://docs.google.com/document/d/1jBgTGo1JMZYv1sBPG64z_ry9irD3q1L56U0ByV_Cms0/edit?usp=sharing>
>>
>>
>> 5) Current SAP Advancing Strategies
>>
>> *Strategic Alignment *
>>
>> *Referral Account Momentum Report*
>> <https://www.google.com/url?q=https%3A%2F%2Fus-west-2b.online.tableau.com%2Ft%2Fmydata%2Fviews%2FReferralAccountMomentumReport%2FReferralAccountMomentumReport&sa=D&ust=1736700780000000&usg=AOvVaw2bYExULpbn3V1d55fV4Cq4>
>>
>> 1) SAP Referral Account Momentum (Revenue Growth)
>>
>> 2) SAP Advancing Strategies
>>
>> 3) New market developments and insights
>>
>>
>> *HCL Playbook
>> <https://docs.google.com/document/d/1Fm-RblwmrQXN8LKcK8kLPUFybLyfzE3dQz7JX_mB1qY/edit>*
>> When
>> CHANGED
>> Tuesday Jan 14, 2025 ⋅ 9am – 9:45am (Central Time - Chicago)
>> Old: Monday Jan 13, 2025 ⋅ 1pm – 1:45pm (Central Time - Chicago)
>> Guests
>> Denny Roebel <denny.roebel@thekey.com> - organizer
>> Micah Jakoblich <micah.jakoblich@thekey.com>
>> Danielle James <danielle.james@thekey.com> - optional
>> Timothy Thomas <tt@thekey.com> - optional
>> View all guest info
>> <https://calendar.google.com/calendar/event?action=VIEW&eid=NjVwcW81M2JnaW44dTFtaDVrdmhkdDY4aWFfMjAyNTAxMTNUMTkwMDAwWiBkYW5pZWxsZS5qYW1lc0B0aGVrZXkuY29t&tok=MjMjZGVubnkucm9lYmVsQHRoZWtleS5jb21lOWQwOWM3NDE4ZGI5NmE0YWRlYTMxNDQ2N2YwMGNkY2YyOTk1MTA0&ctz=America%2FChicago&hl=en&es=1>
>> Reply for danielle.james@thekey.com (your attendance is optional)
>> Yes
>> <https://calendar.google.com/calendar/event?action=RESPOND&eid=NjVwcW81M2JnaW44dTFtaDVrdmhkdDY4aWFfMjAyNTAxMTNUMTkwMDAwWiBkYW5pZWxsZS5qYW1lc0B0aGVrZXkuY29t&rst=1&tok=MjMjZGVubnkucm9lYmVsQHRoZWtleS5jb21lOWQwOWM3NDE4ZGI5NmE0YWRlYTMxNDQ2N2YwMGNkY2YyOTk1MTA0&ctz=America%2FChicago&hl=en&es=1>
>> No
>> <https://calendar.google.com/calendar/event?action=RESPOND&eid=NjVwcW81M2JnaW44dTFtaDVrdmhkdDY4aWFfMjAyNTAxMTNUMTkwMDAwWiBkYW5pZWxsZS5qYW1lc0B0aGVrZXkuY29t&rst=2&tok=MjMjZGVubnkucm9lYmVsQHRoZWtleS5jb21lOWQwOWM3NDE4ZGI5NmE0YWRlYTMxNDQ2N2YwMGNkY2YyOTk1MTA0&ctz=America%2FChicago&hl=en&es=1>
>> Maybe
>> <https://calendar.google.com/calendar/event?action=RESPOND&eid=NjVwcW81M2JnaW44dTFtaDVrdmhkdDY4aWFfMjAyNTAxMTNUMTkwMDAwWiBkYW5pZWxsZS5qYW1lc0B0aGVrZXkuY29t&rst=3&tok=MjMjZGVubnkucm9lYmVsQHRoZWtleS5jb21lOWQwOWM3NDE4ZGI5NmE0YWRlYTMxNDQ2N2YwMGNkY2YyOTk1MTA0&ctz=America%2FChicago&hl=en&es=1>
>> More options
>> <https://calendar.google.com/calendar/event?action=VIEW&eid=NjVwcW81M2JnaW44dTFtaDVrdmhkdDY4aWFfMjAyNTAxMTNUMTkwMDAwWiBkYW5pZWxsZS5qYW1lc0B0aGVrZXkuY29t&tok=MjMjZGVubnkucm9lYmVsQHRoZWtleS5jb21lOWQwOWM3NDE4ZGI5NmE0YWRlYTMxNDQ2N2YwMGNkY2YyOTk1MTA0&ctz=America%2FChicago&hl=en&es=1>
>>
>> Invitation from Google Calendar <https://calendar.google.com/calendar/>
>>
>> You are receiving this email because you are subscribed to calendar
>> notifications. To stop receiving these emails, go to Calendar settings
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>>
>> Forwarding this invitation could allow any recipient to send a response
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>> <https://support.google.com/calendar/answer/37135#forwarding>
>>
>

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