--00000000000055e4b0061a8d4724 Content-Type: text/plain; charset="UTF-8" Hello Leadership Teams. Please find all of our Q3-24 SAP Workbooks listed below for your reference. We made some significant enhancements to our workbooks this time around, including a data driven Q2 SAP health snapshots and data driven account recommendations for Q3 SAPs for each HCL. Our RDBDs have already started using the workbooks to provide each HCL with the data insights in preparation for the 1:1 SAP strategy meetings. *Bay Area & Craig Cares - Q3-24 SAP Account Workbook* *Greater LA - Q3-24 SAP Account Workbook* *Greater SD - Q3-24 SAP Account Workbook * *Midwest & Ohio JV - Q3-24 SAP Account Workbook * *Nebraska JV - Q3-24 SAP Account Workbook *on hold* * *Northeast - Q3-24 SAP Account Workbook* *Pacific Northwest - Q3-24 SAP Account Workbook* *Southeast - Q3-24 SAP Account Workbook* *Texas Arizona - Q3-24 SAP Account Workbook* As a reminder, here is our timeline for Q3 SAPs. Please let me know if you have any questions! ___________________________________________________ *Timeline and Due Dates of SAP* *Thursday 6/6 ** - Monday 6/17:* HCLs and Leaders to have stand alone meetings to align on Q3 Top 20 accounts and advancing strategies for each account through Monday 6/17. HCLs to start creating Q3 SAP's in Salesforce after attending the 1:1 meeting. RDBDs will send out the calendar invites and GMs and RDOs will be invited as optional. *Monday 6/10 - Monday 6/24:* HCLs to complete SAP Detail entry for each of their 20 accounts. *Use the "Submit for Approval" button* to send each of the 20 SAP's to your Sales Leader for review. *DUE DATE: Monday 6/24:* *HCLs to submit Q3 SAP's for approval by EOD. **Use the "Submit for Approval" button* to send each of the 20 SAP's to your Sales Leader for review. *Monday 6/24 - Monday 7/1:* Sales Leaders to review SAP submissions and work through any adjustments needed with their HCLs. *DUE DATE: Monday 7/1:* *Sales Leaders to approve all Q3 SAP's by EOD.* ___________________________________________________ Thank you, -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000055e4b0061a8d4724 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Leadership=C2=A0Teams. Please fin= d all of our Q3-24 SAP Workbooks listed=C2=A0below for your=C2=A0reference.= We made some significant enhancements to our workbooks this time around, i= ncluding a data driven Q2 SAP health snapshots and data driven account reco= mmendations for Q3 SAPs for each HCL. Our RDBDs ha= ve already started using the workbooks to provide each HCL with the data in= sights in preparation for the 1:1 SAP strategy=C2=A0meetings. B= ay Area & Craig Cares - Q3-24 SAP Account Workbook Greater LA= - Q3-24 SAP Account Workbook <a href=3D"https://d= ocs.google.com/spreadsheets/d/1Lwom3hHjbbq7t_9302E8uIWEbstlr5EfHrzBSkRYilM/= ed