--000000000000c4039f061a9de7a0 Content-Type: multipart/alternative; boundary="000000000000c4039c061a9de79f" --000000000000c4039c061a9de79f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I recognize Dennis is new to his GM role, so that makes sense to me that Winnipeg is currently listed, however Montreal surprised me. Can we make a focus for Joey to call upon his top 10? *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] ---------- Forwarded message --------- From: Julia Jenkins Date: Mon, Jun 10, 2024 at 8:33=E2=80=AFPM Subject: Project Protect the Castle - Progress Update 6/10 To: TheKey HCL's , GeneralManagers , Regional Directors , Sales Leadership Team , Melissa Reyes , Chad Everitt , Caroline Henderson , Kevin Murray Hi All, I'm reaching out to provide a progress update on our Project Protect the 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. Reminder on our project commitment: *Each GM to have a completed meeting with all top 10 accounts for each Site by 6/28/2024.* Shoutout to the* East Division* for taking the lead in the highest # of accounts with completed meetings! Congratulations to the following 4 sites for already completing 100% of their Castle meetings! *Daughterly Companions, San Antonio, Phoenix , Houston =F0=9F=91=8F* Please note the following Sites do not have any completed meetings yet: *Winnipeg, Montreal, Carmel, Henderson, Spokane, New York City, Virginia Beach* Division Total # of Accounts Total Accounts w/ Documented Meetings as of 6/10/24 % Complete as of 6/10/24 East 278 161 57.91% West 270 122 45.19% Canada 39 8 20.51% Total 587 291 49.57% West Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 6/10/24 % Complete as of 6/10/24 Bay Area 70 27 38.57% Craig Cares 10 3 30.00% Greater LA 50 26 52.00% Greater SD 40 7 17.50% PNW 40 18 45.00% TX AZ 60 41 68.33% Total 270 122 45.19% East Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 6/10/24 % Complete as of 6/10/24 Midwest 60 41 68.33% Northeast 98 56 57.14% Ohio JV 20 8 40.00% Southeast 100 56 56.00% Total 278 161 57.91% Canada Sites Total # of Accounts Total Accounts w/ Documented Meetings as of 6/10/24 % Complete as of 6/10/24 Toronto 10 1 10.00% Montreal 10 0 0.00% Calgary 8 6 75.00% Winnipeg 3 0 0.00% Vancouver 8 1 12.50% Total 39 8 20.51% *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* *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 =3D