--00000000000095cb3a06177b414c Content-Type: multipart/alternative; boundary="00000000000095cb3906177b414b" --00000000000095cb3906177b414b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Vanessa, Yes - Separate email in your inbox on the RDBD process and talk tracks for your Monday team toolkit huddle. Ashley Mirone Vice President of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] On Thu, May 2, 2024 at 9:36=E2=80=AFAM Vanessa Treadwell wrote: > Hi Ashley, > > Thank you for this information. Do we need to send anything via email to > our team before Monday=E2=80=99s B2B toolkit? > > Jackie - are you able to cover for me on Monday=E2=80=99s toolkit? I land= later > that evening. Thank you ! > > On Wed, May 1, 2024 at 2:57 PM Ashley Mirone wrote: > >> Hello Regional Leadership Team, >> >> Below you'll find the workbooks that have been prepared for Project >> Protect the Castle. >> >> *PROJECT CASTLE WORKBOOKS:* >> *West Division - Top 10 Revenue Generating Referral Accounts by Site* >> >> *East Division - Top 10 Revenue Generating Referral Accounts by Site* >> >> >> You will notice insights on overlapping accounts with Project 318 - >> highlighted >> The SF report used to pull this data in case you need it: Top Accounts >> by Office Location >> >> >> *PROJECT 318 WORKBOOK:* >> *Action: RDBD's to meet with RDO's next week to review the Q2 SAP >> accounts where we see YoY revenue declines. Together we will determine w= hat >> is need in terms of tactical approach to engage these accounts to create >> positive outcomes.* >> >> *DOCUMENTATION TRAINING VIDEO:* >> *How to Document Meetings with Internal Team Members Present (5 Minute >> Video)* >> >> This training video will be provided on Monday for GMs & HCLs to >> understand how to properly document meetings. >> >> Full written instructions on how GMs can document meetings (where there >> is no HCL assigned): >> *HCL Salesforce Playbook* >> >> >> *3 IMPORTANT DOCUMENTATION STEPS:* >> *1. Tied to Sales Initiative =3D Leadership Support Meeting* >> >> >> *2. Tag Your RDBD and/or GM/Operator * >> [image: image.png] >> >> *3. Detailed Meeting Outcome & Next Steps Notes* >> >> >> >> I look forward to kicking off Project Protect the Castle with your GM's >> on Monday. >> >> RDBD's will make sure HCL's are looped in and ready to present these >> accounts to their GMs next week while also getting those in person/virtu= al >> meetings set up. >> >> Please let me know if you have any questions. >> >> Ashley Mirone >> Vice President of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> > -- > Vanessa Treadwell > Regional Director of Business D