*Any Programming Booked due to Calendar Gifting?* Re: Calendar Delivery Meetings

Hello everyone! *Would you all please let me know if there have been any
additional *NEW* SAP SLC Programming events officially booked on the
calendar due to this calendar gifting initiative? In addition to the
following: *

   - CT: 1 SLC Booked New Programming
   - NJ: 3 SLC Booked New Programming
   - Virginia Beach: 1 SLC Booked New Programming

Congrats to these offices! 🎉

Jackie Summers
Director of Sales Operations
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>





On Fri, Mar 6, 2026 at 10:27 AM Jackie Summers <jsummers@thekey.com> wrote:

> Hello everyone!
>
> Leadership is so encouraged that our Calendar Gifting + SLC Programming
> initiative has kicked off! And that we are seeing Calendar Delivery Mtngs
> happening and some WINS from this already!
> Shoutout to CT, NJ, and Virginia Beach for being on the board for *NEW* programming
> booked due to this initiative!
>
> [image: Screenshot 2026-03-06 at 10.12.21 AM.png]
>
> I just wanted to give a reminder that *speed to follow-up after these
> gifts have been delivered is critical to the success of booking new
> programming*. While it's top of mind, we want to be visiting and
> connecting on programming.
>
>
>    1. *You'll **visit your SLC SAP accounts within 2 weeks of delivery
>    (by Fri, March 13) to confirm receipt of their package and talk about
>    booking Programming - Documenting with "Tied to Sales Initiative": 2026
>    Calendar Delivery Mtng.*
>    2. *Goal of 2 Programming per Quarter in Q1. The Programming that are
>    being counted in this initiative are differentiator events for TheKey and
>    listed below. *
>    3. *Tip: Life Enrichment Guide #2 is delivering in the coming days -
>    this is PERFECT to bring a copy to t**he Calendar Delivery Mtng. *
>
>
> Goal: 2 Programs per Q includes
> Speakers Bureau Facilitation to Professionals
> Speakers Bureau Facilitation to Consumers
> TimeSlips Facilitation Event
> Memory Care Cafe Facilitation
> Mind Fit Series Event
> Support Group Facilitation Event
> Life Enrichment Guide Event Facilitation
> TK Essentials Book Event Facilitation
>
>
> Jackie Summers
> Director of Sales Operations
> 951-675-0413
> TheKey.com <https://www.thekey.com/>[image: TheKey]
> <https://homecareassistance.com/>
>
>
>
>
>
> On Fri, Feb 20, 2026 at 4:26 PM Jackie Summers <jsummers@thekey.com>
> wrote:
>
>> Hello everyone!
>>
>> The Marketing Gift Initiative has kicked off!
>> *The Calendars packages are on their way! *
>>
>> Track your Calendar Gift Deliveries Here
>> <https://docs.google.com/spreadsheets/d/1cQBY3h9gbOdDfhONtrx31L4E7VaMBd9BObm7JX2N2gI/edit?usp=sharing> on
>> the SLC Tab under the yellow "Calendar Tracking Numbers" column. Vancouver
>> has it's own tab.
>> These went out to SLC on your SAP at the time the initiative started.
>>
>> *What to Expect Next: *
>>
>>    1. The Deliveries are Signature Required and Attn To: Activities
>>    Director
>>    2. You'll receive an email when the4 accounts you own have their
>>    package delivered/signed for
>>    3. You possibly will receive calls/txt/emails from these accounts to
>>    book programming. Should there be a call to the B2B 833 phone number on the
>>    card + flyer, the LHA team is being trained on what this initiative is and
>>    will warm transfer
>>    <https://docs.google.com/spreadsheets/d/12XafSveBpTUEl-aEg8EvFG9PyZ1PBTtNngkcGUnTS4M/edit?usp=sharing>
>>    the callers to their account owners.
>>    4. *You'll **visit your SLC SAP accounts within 2 weeks of delivery
>>    to confirm receipt of their package and talk about booking Programming -
>>    Documenting with "Tied to Sales Initiative": 2026 Calendar Delivery Mtng.*
>>    (The call to action in the gift and card is to meet and book programming.
>>    Attached is a screenshot of the programming flyer within the package.)
>>    Current SAP activity goals on SLC's is 1 meeting per week, so completing
>>    this within 2 weeks, so this can be woven into your current visits.
>>    5. *Success criteria: an increase in SAP SLC Programming (B2B or B2C)
>>    at these accounts in Q1, and we meet our Goal of 2 Programming per Quarter
>>    in Q1. The Programming that are being counted in this initiative are
>>    differentiator events for TheKey and listed below. *
>>    6. *Tip: Life Enrichment Guide #2 is delivering in the coming days -
>>    this is PERFECT to bring a copy to t**he Calendar Delivery Mtng. *
>>
>>
>> Goal: 2 Programs per Q includes
>> Speakers Bureau Facilitation to Professionals
>> Speakers Bureau Facilitation to Consumers
>> TimeSlips Facilitation Event
>> Memory Care Cafe Facilitation
>> Mind Fit Series Event
>> Support Group Facilitation Event
>> Life Enrichment Guide Event Facilitation
>> TK Essentials Book Event Facilitation
>>
>>
>> We will be measuring the success of this initiative in the coming weeks,
>> and we greatly appreciate your partnership and positive effort in this
>> initiative.
>>
>> If there are any questions or concerns, please let me know directly.
>> Happy to chat through it!
>> Thank you and have a fantastic weekend!
>>
>> Jackie Summers
>> Director of Sales Operations
>> 951-675-0413
>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>> <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> On Mon, Jan 5, 2026 at 5:08 PM Jackie Summers <jsummers@thekey.com>
>> wrote:
>>
>>> Hi Team,
>>>
>>> I'm excited to share that your office has been selected to receive
>>> additional sales enablement support as we head into 2026!
>>>
>>> *Starting in January, we'll be launching monthly Sales Enablement Calls*
>>> specifically designed to give your Sales Team (+GMs) the coaching,
>>> resources, and strategic alignment you need to accelerate growth in your
>>> market. These aren't just check-in calls—they're dedicated time to ensure
>>> you're equipped with everything our B2B Marketing has to offer.
>>>
>>> *Chosen Pilot Locations: *Vancouver, Connecticut, Raleigh, San
>>> Diego, Santa Rosa, Roanoke/Lynchburg, Sacramento, Virginia
>>> Beach, Naples, New Jersey, Spokane, New York.
>>>
>>> Your office was chosen for this program because we see tremendous
>>> opportunity in your market, and we want to make sure you have every
>>> advantage to capitalize on it. Consider this your VIP access to B2B
>>> marketing support.
>>> What to Expect on These Calls:
>>>
>>> Attendees by office location: Jackie Summers, Sales Team Members,
>>> General Managers
>>>
>>> ✓ *Tool Alignment & Training* – Deep dives into our sales enablement
>>> resources so you can leverage them with confidence
>>> ✓ *Coaching & Best Practice Sharing* – Practical strategies for using
>>> our differentiators (BCM, Dr. Shadi's blogs and books, Life Enrichment
>>> Guides, etc) in your conversations
>>> ✓ *Exclusive Access to Pilot** Initiatives* – You'll gain access to
>>> upcoming strategies and resources exclusively for your locations, including
>>> the Power Bank promo items you've already received!
>>> ✓ *Your Questions Answered* – This is your dedicated time to
>>> troubleshoot challenges and get tactical support (there are no silly
>>> questions; this is your time to get the answers you need to be more savvy
>>> with our tools!)
>>> ------------------------------
>>> Exciting Initiatives Coming Your Way
>>>
>>> We're not just talking about support—we're delivering it. Here's what's
>>> rolling out to your accounts:
>>>
>>> *1. 2026 Branded Calendars for SAP Senior Living Communities*
>>> We know that you've all received Calendars to your offices,
>>> communication from the organization is coming on that tomorrow to the full
>>> company. Additionally, each of your Strategic Account Plan SLCs will be
>>> receiving a 2026 calendar directly to the address noted in Salesforce,
>>> featuring a flyer of our SLC programming options, plus a card prompting a
>>> conversation to "get programming on the calendar" for the new year. These
>>> will be shipped with a signature required to ensure delivery, and we'll
>>> provide shipment tracking when the time comes. Timeline: EOM.
>>>
>>> *Action for Sales/GM:* Once you get tracking info, plan an in-person
>>> visit to confirm receipt, book programming for 2026, and use the "Tied to
>>> Sales Initiative" dropdown option of "2026 Calendar Delivery Mtng" in
>>> Salesforce to document your activity with the account.
>>>
>>> *2. Premium Gift Boxes for Key Accounts*
>>> We're sending thoughtfully curated high-value gift boxes to your
>>> top-tier SLC, Concierge Physician, and Trusted Advisor accounts. Each box
>>> includes:
>>>
>>>    - Branded pen and water bottle
>>>    - Dr. Shadi's book on cognitive changes
>>>    - A card offering our Speakers Bureau Person-Centered Dementia Care
>>>    presentation for their staff
>>>
>>> These will be shipped with a signature required to ensure delivery, and
>>> we'll provide shipment tracking when the time comes. This is a perfect
>>> door-opener for deeper partnership conversations. Timeline: Mid-February.
>>>
>>> *Action for Sales/GM:* Once you get tracking info, plan an in-person
>>> visit to confirm receipt, book your Person-Centered Care In-Service, and
>>> use the "Tied to Sales Initiative" dropdown option of "Gift Box Delivery
>>> Mtng" in Salesforce to document your activity with the account.
>>>
>>> *3. Programming Goal Starting in 2026: 2x Per Quarter Minimum at Every
>>> SAP Senior Living Community*
>>> With all these new tools and resources at your disposal, we're setting a
>>> clear expectation: *every SAP SLC should receive some form of TheKey
>>> programming at least twice per quarter*.
>>>
>>> This could be:
>>>
>>>    - *B2B Programming:* Speakers Bureau presentations to staff, Other
>>>    Ref. Partner Event
>>>    - *B2C Programming:* MindFit, TimeSlips, Life Enrichment Guide
>>>    Events, or resident-focused Speakers Bureau sessions
>>>
>>> Many of you are already exceeding this goal. For those building toward
>>> it, we'll support you every step of the way. Let's start 2026 strong and
>>> show these communities what true partnership looks like.
>>> ------------------------------
>>> Let's make 2026 our best year yet. I'm excited to partner with you on
>>> this growth journey.
>>>
>>> More details on our first call will follow soon. In the meantime, if you
>>> have questions, please don't hesitate to reach out to me directly.
>>>
>>> Here's to your success,
>>>
>>> Jackie Summers
>>> Director of Sales Operations
>>> 951-675-0413
>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>