--00000000000022900d0618fe669f Content-Type: multipart/alternative; boundary="00000000000022900c0618fe669e" --00000000000022900c0618fe669e Content-Type: text/plain; charset="UTF-8" Good Afternoon, I'm reaching out to provide a progress update on our Project Castle growth initiative. The data below shows how many of our Project Castle Referral Accounts have a documented completed meeting in Salesforce with an Operator tagged. As a reminder, here is our timeline for Project Castle: *Each GM to have a completed meeting with all top 10 accounts for each Site by 6/1/2024.* *Division Rollup:* Division Total # of Accounts Total Accounts w/ Documented Meetings as of 5/21/24 % Complete as of 5/21/24 East 278 31 11.15% West 270 21 7.78% Canada 36 0 0.00% Total 584 52 8.90% *West Division:* West Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 5/21/24 % Complete as of 5/21/24 Bay Area 70 4 5.71% Craig Cares 10 0 0.00% Greater LA 50 7 14.00% Greater SD 40 3 7.50% PNW 40 7 17.50% TX AZ 60 0 0.00% Total 270 21 7.78% *East Division:* East Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 5/21/24 % Complete as of 5/21/24 Midwest 60 5 8.33% Northeast 98 9 9.18% Ohio JV 20 0 0.00% Southeast 100 17 17.00% Total 278 31 11.15% *Canada Division:* Canada Sites Total # of Accounts Total Accounts w/ Documented Meetings as of 5/21/24 % Complete as of 5/21/24 Toronto 10 0 0.00% Montreal 10 0 0.00% Calgary 5 0 0.00% Winnipeg 3 0 0.00% Vancouver 8 0 0.00% Total 36 0 0.00% *PROJECT CASTLE WORKBOOKS:* *West Division - Top 10 Revenue Generating Referral Accounts by Site* *East Division - Top 10 Revenue Generating Referral Accounts by Site* *Canada Division - Top 10 Revenue Generating Referral Accounts by Site* ^^ Please note, a new column (H) has been added to show which exact accounts have had a documented completed meeting yet or not as of 5/21. We will continue to run new audits weekly and update that column accordingly. [image: image.png] *SALESFORCE REPORTS:* Completed GM Meetings: Project Castle: COMPLETED GM Meetings **used for the data audit above** Scheduled & Completed GM Meetings: Project Castle: GM Meetings(Past/Future) *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative = Leadership Support Meeting* *2. Tag the GM/Operator in Attendance **The "Operator in Attendance?" checkbox MUST be tagged*** [image: image.png] *3. Detailed Meeting Outcome & Next Steps Notes* *DOCUMENTATION TRAINING VIDEO:* *How to Document Meetings with Internal Team Members Present (5 Minute Video)* Full written instructions on how GMs can document meetings: *HCL Salesforce Playbook* Please let me know if you have any questions. Thank you, -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000022900c0618fe669e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, I'm reaching out to= pr