------=_Part_1634_1360654751.1734544535293 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: 7bit ------=_Part_1634_1360654751.1734544535293 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =EF=BB=BF Hello Micah Jakoblich, = New Coaching Call Micah Jakoblich - 12/18/24 SAP Planning was created on 12= /18/2024, 12:55 PM . Please see the below fields: Coaching Form Name: Micah Jakoblich - 12/18/24 SAP Planning Owner: Denny Roebel Coaching Activi= ty for: Micah Jakoblich Office: Milwaukee HCL Prior Call Commitments Completed: Yes General Insights + Information: -= SAP planning. Need to have 6 total trusted advisors. Using The estate pl= anning council, add in sponsor level accounts - Transiting all clients off Micah's books to the operations team - Starting to see a lot of movement from St. Johns, Silverado and East Cast= le. Micah is making his mission to meet at least one new person every time= he shows up in this account.=20 - Add in all SAPs in SF and submit for approval by EOW.=20 https://docs.google.com/document/d/1VxJd2AxIqnmydYNEtuv3AY0j57Np8ct2QVteSAX= xxRI/edit?usp=3Dsharing Regional Director in attendance : false Topics Discussed on Call? : Monthly REV and S= OC Goal SAP Accounts Action Items: see above SOC Goa= l : 5 SOC MTD: 2 Reve= nue Goal: 35,000 Revenue MTD: $25,432 Revenue Forecast: $53,352 Activ= ity Goal: 105 Activity MTD: 50 AP - MTD Leads #: 3 AP - MTD Opportuni= ties #: 4 Closed Won Start Date Upcoming:= Jean Ansay, Coaching Ca= ll Completion Date: 2024-12-18 Please review the link be= low for more details : Coaching Call: https://homeca= reassistance.my.salesforce.com/a29UH000000VYyHYAW ------=_Part_1634_1360654751.1734544535293--