** July Toolkit
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Senior Living and Geriatric Care Management Channels + Senior Independence
Key Marketing Dates
* Independence Day - 4th
* International Self-Care Day - 24th
Sales Tools
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Senior Living - Support Groups
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🎯 Strategic Objectives
* Deliver emotional and educational support to residents and families facing aging challenges, isolation, and cognitive decline.
* Position TheKey as the trusted care partner embedded in the community—not just a vendor.
* Utilize Group Feedback Reports to drive Meaningful Meetings with key decision makers. Reviewing resident and family satisfaction and residents who may need home care.
* Create a direct pipeline to high-intent consumers and their families through regular engagement. With the goal of Tier 1 clients.
* Strengthen partnerships with SLCs by helping them differentiate and retain residents.
Mandatory Recording for those who Missed It
If you missed this session, it is mandatory that you take time to review the recording and Support Group Training.
* Recording Here (https://drive.google.com/file/d/10-bgaDFCWr1-A7kkMscjTvv-d-AxCz3j/view?usp=sharing)
* Attendance Here (https://docs.google.com/spreadsheets/d/12GRmHPx3zbMhdok0Sl0iMMX0h_5dp3rB/edit?usp=sharing&ouid=110228772483183671741&rtpof=true&sd=true)
* Slides Here (https://drive.google.com/file/d/11nrB67upTyHXOfi6zRtVit_Sj3rsRFIr/view?usp=sharing)
Become a Support Group Facilitator: Next Steps
Screenshot 2025-07-16 at 10.04.59 AM.png
Step 1: Attend or Watch the Recorded Training
You must either join the live training or watch the recording.
Step 2: Review the Support Group Playbook HERE (https://docs.google.com/document/d/1eE6zxpiVNvo8MVelI26lEHiVbBn0TLdRihzUcrOH-N8/edit?usp=sharing)
This manual outlines the principles of effective, person-centered group facilitation. It covers setting expectations, ground rules, creating emotional safety, and handling common challenges. It also includes the Promotional and Invitation Flyer Templates Instructions (https://drive.google.com/file/d/1WocAAnlFrDPEPPnPqNzyo6L1qt4p7T8w/view?usp=sharing) .
Step 3: Conduct a Practice Group
Gather 2–3 fellow HCLs or team members and run a mock 15–20 minute session using any of the discussion prompts in this guide. Choose a group type (Dementia Support, Lifestyle Change, or Loneliness Prevention), use your Facilitator Guidelines, and go through one of the monthly prompt examples for a support group type, found under Full Discussion Prompt Sets (https://docs.google.com/document/d/1eE6zxpiVNvo8MVelI26lEHiVbBn0TLdRihzUcrOH-N8/edit?tab=t.0) at the bottom of the playbook.
Step 4: Reflect and Submit Your Training Reflections by the End of July
After your mock session, respond to the three prompts below and email your responses to Jackie Summers at LetsTalk@thekey.com (mailto:LetsTalk@thekey.com) with the subject line “Support Series Training.”
Reflection Prompts to Email to LetsTalk@thekey.com (mailto:LetsTalk@thekey.com) Post-Practice:
* What did you notice about how the prompts shaped the conversation?
* What strategies did you use to make the space feel emotionally safe and welcoming?
* What would you do differently next time to improve the experience for participants?
We’re excited to support you in offering this meaningful program to our senior living partners!
** Re-Launch of our Sales Enablement Playbook
July Emphasis on SLC and GCM Channels
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Objective: to assess our Senior Living Community and Geriatric Care Management account relationships to: Break-In, Win-Back, or Expand.
Action Items - Back to the Basics with Sales Enablement
1. Identify what status you're with with each SAP Senior Living and Geriatric Care Management accounts: Break-In, Win-Back, or Expand. Give an honest self-assessment.
2. Review your Sales Enablement Playbook (https://docs.google.com/document/d/1jBgTGo1JMZYv1sBPG64z_ry9irD3q1L56U0ByV_Cms0/edit?usp=sharing) to better understand the value adds you can bring to support these accounts based on the needs of the professionals and their residents/clients.
3. Take Action in July to advance your relationship and document your activities in Salesforce.
Ideas for Expansion based on Account status:
Salesforce Activity Documentation
Using the "Tied to Sales Initiative" dropdown on Events, each team member should use the corresponding Sales Enablement tool name from the dropdown as they have meetings on the field.
**
Upcoming Salesforce Email Campaigns
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w/o Jun 30 - SLC Offerings, VA Partnership Accounts, Independence Day
w/o Jul 7 - SLC Only Waitlist Support, Move More BCM
w/o Jul 14 - GCM Drip: How can HC alleviate client stressors?
w/o Jul 21 - Enhanced Dementia Training, Senior Isolation in SLC
w/o Jul 28 - Calm Dementia Agitation Blog
July PAC Topic
Click HERE (https://docs.google.com/document/d/19r1FwfBu8tV6ejjQDRHA3aJGL6hO0Di7kWXC7fvOOfw/edit?usp=sharing) to read this month's PAC topic.
Topic: Case Study: Supporting Independence with a Lifelong Diagnosis
** Sales Social Media Marketing Calendar
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Click here to access (https://docs.google.com/spreadsheets/d/15uDCaj7CIsyuvIMSqb_Ic9sFMV4VA7lqDgGFRajL0Ug/edit?usp=sharing) this month's TheKey social calendar.
*Tips: Schedule your posts out in advance and don't forget to attach your images*
Highlighted Blue posts are for Concierge Nursing States only
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