--000000000000c8a6380602852a47 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Care Solutions and Client Success Team Members, Thank you all for being on our Week 4 of 6 Summer Series Trainings. Great dialogue in all of the breakout room sessions. Hopefully each of you took away something new about how to approach the digital assessment and the importance of the care plan details. Next week we will continue our discussion around the digital assessment and deep diving into the care plan. Below are the resources and Next Steps/Homework for you all. Full Recordings - Week 1 - HERE - Week 2 - HERE - Week 3 - HERE - Week 4 - HERE - Simon Sinek -Trust vs. Performance Video - Optional Survey Presentation Deck - Week 4 - Link HERE Workbook - Week 4 content addition - Link HERE . To be Copy (C) + Paste (V) into your master workbook (the one with your name in the title) to work within. Attendance - Week 4 HERE . Wk 4 Homework: - Due by Next Week=E2=80=99s Session on August 16th - Please review the two Care Supplements found in this Folder . Identify one client appropriate and test at least one supplement out before next week in whatever way makes sense for your role. - Care Solutions Managers: Identify a new, prospective or recent client who you think may benefit from one of these supplements (on= ly Elephant or Turtle tiers) - Client Success Managers: Identify an existing client who you think would benefit from one of these supplements (only Elephant or Turtle tiers) - In your workbook, write out what additional information you uncovered/would have uncovered with the tool. Upcoming Week 5 Session: - Wednesday August 16, 2023 - Your next week=E2=80=99s workbook content will be provided prior to the = next session: - Via email and FB Workplace - You should Copy (C) + Paste (V) this into your workbooks and you=E2= =80=99ll be ready for the next session If there are any additional questions or concerns, please do not hesitate to reach out training@thekey.com. Workbook questions can go to Megan Harris megan.harris@thekey.com and Jackie Summers jsummers@thekey.com. We look forward to continuing this engaging series with you all over the coming weeks. Have a great week! From the Desks of, Dr. Shadi Gholizadeh and Ashley Mirone Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Tue, Aug 8, 2023 at 10:14=E2=80=AFAM Jackie Summers wrote: > Hello - > > Here is your *Week 4 Summer Series Workbook > * > Content > > Please *Copy+Paste* the information in the attached into the bottom of > your individual workbook (the one with your name on the title) before > tomorrow's 8/8 8am PST session. > > Jackie Summers > Sales Operations Manager > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Wed, Aug 2, 2023 at 3:09=E2=80=AFPM Jackie Summers wrote: > >> Hello Care Solutions and Client Success Team Members, >> >> Thank you all for being on our Week 3 of 6 Summer Series Training. >> >> We had