--0000000000005c43d206148214b7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Thank you to all who attended today's toolkit call and participated. Make sure to read up on your Speakers Bureau Playbook and be ready to speak on your strategy for implementing this on your Regional Huddle Calls. Recording here. Attendance Here. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Mar 25, 2024 at 5:59=E2=80=AFAM Ashley Mirone = wrote: > March 25th B2B Toolkit > > *Launching: TheKey Speakers Bureau * > > Objective of this Strategy: Creating a sales strategy that leverages an > educational speakers bureau to position our sales team as experts in the > field of aging. This strategy not only helps in establishing authority in > the field but also in networking with other experts and potential clients= . > > *Engaging Presentations -- Tailored Content -- Professional Expertise* > > *Speakers Bureau Playbook Here* > > HCL Next Steps: > > - Read the Playbook Entirely > - Be ready to speak about this strategy on your RDBD Huddles > - **Document your Pardot Responses: Tied to Sales Initiative > > Salesforce Automated Drip Campaign > Type: Other (for email)** > > > *Community Resource Guide Tool* > > We have a wonderful tool that many HCL's are not utilizing. We wanted to > circle back on this tool as a reminder and encourage everyone to own thei= r > own Guide! Read below how to leverage our Community Resource Guide and > strategically use it to schedule office in-services and gain new attendee= s > to your PAC groups. > > *Community Resource Guide Template Here* > > You can Print > Fill out > Scan for your final copy or Download > Open > With > Adobe Acrobat > Edit and Save a Copy. > > For those having a hard time with editing the template - I've created a > supplemental GSheet here > . > Flie > Make a Copy in order to have your own editable copy saved on your > google drive. > > * Steps to the Community Resource Guide Strategy: * > > - Step 1 - Identify your referral sources to be on the list. > - Email Template here > > to invite your referral partners to be a part of your community gui= de. > - Note: you do not have to fill in every spot on the template. If > there are multiple HCL's in a given office, that's ok, each HCL can= have > their own resource list. > - Step 2 - Have a 30min meeting (in-person preferred) with each > referral source to confirm their differentiators, validate their stanc= e in > the industry and let them know we'd like them to be a part of our excl= usive > resource list. > - Step 3 - Schedule them to an TK office In-Service. 15 mins at the > top of your office's weekly Pipeline meeting where all Client Success = team > members will be present. This allows the referral partner to explain t= heir > service, who their ideal client is, what their differentiators are, an= d how > we can best refer to them. > - Step 4 - Invite the partners to jo