=?utf-8?Q?Week=20of=20November=2027th=20B2B=20Toolkit?=

From
=?utf-8?Q?Ashley=20Mirone?= <amirone@thekey.com>
To
<RegionalDirectors@TheKey.com>
Date
Mon, 27 Nov 2023 14
Folder
INBOX
This is a multi-part message in MIME format --_----------=_MCPart_1670660434 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** November 20th B2B Toolkit ------------------------------------------------------------ https://drive.google.com/file/d/1_AlK9aMJ0d638hHsxDVkem85nTqllTNZ/view?usp= =3Dsharing *NEW* Tied to Sales Initiative Dropdown Options: As we all know - when using our company-wide Sales Enablement tools=2C we= should be documenting in Salesforce the event=2C and using the "Tied to S= ales Initiative" mandatory dropdown to choose the appropriate tool. We now are able to differentiate between when a Mind Fit or TimeSlips tool= is being pitched=2C versus when an event is being hosted. TimeSlips Pitch: is when you're having a conversation with a referral acco= unt about this program to pitch the idea of starting a session at their co= mmunity and/or using the TS one-pager as a selling tool to talk about the= program. TimeSlips Facilitation Event: is when you've completed a hosted session of= TS in the account. Mind Fit Series Pitch: is when you're having a conversation with a referra= l account about this program to pitch the idea of starting a session at th= eir community and/or using our MF one-pager invitation or other SLC Deck t= ools to pitch the idea of Mind Fit. Mind Fit Series Event: is when you've completed a hosted session of MF in= the account. http://timeslips.org Our Goal: Every HCL Hosts TimeSlips by EOY As we round out the end of 2023 and are now fully trained and ready to hit= the field with TimeSlips=2C the goal from Sales Leadership is to host you= r first TimeSlips session by the end of the year. Note: please document your efforts in your SF activity under "Tied to Sale= s Initiative"=2C as noted above. https://drive.google.com/file/d/13xGyiTDyoYSZMdHEU_hCtsBElhKaSl1n/view?usp= =3Dsharing Timeline and Due Dates of Q1 2024 SAP. Week of 11/20 - 11/24: All HCLs to complete a review of current SAP perfor= mance and use the checkbox for the completion of all "Actions 1=2C 2=2C 3"= that were completed on your Q4 SAP Plan in Salesforce. HCLs to start thin= king through any necessary adjustments/strategies that may be advantageous= for the coming quarter. Weeks of 11/27 - 12/8: All HCLs to attend a meeting with their Director of= Strategy and Growth and Regional Director of Operations (separate from re= gular scheduled coaching calls) to review SAP Account Workbooks and align= on top 20 accounts for Q1. Meeting invites will be sent by Directors of S= trategy & Growth. HCLs can start submitting Q1 SAPs in Salesforce after th= ese meetings. Weeks of 12/11 - 12/22: HCLs to complete SAP submissions for each of their= top 20 accounts. Use the "Submit for Approval" button to send each of the= 20 SAP's to your Sales Leader for review. HCL DUE DATE: Friday 12/22: HCLs to submit all Q1 Top 20 SAP's for approva= l in Salesforce by EOD. **Please note=E2=80=94 this is one week prior to 

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