--0000000000001ae3db06177b7490 Content-Type: multipart/alternative; boundary="0000000000001ae3db06177b748f" --0000000000001ae3db06177b748f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Got it, thank you! On Thu, May 2, 2024 at 9:40 AM Ashley Mirone wrote: > Hi Vanessa, > > Yes - Separate email in your inbox on the RDBD process and talk tracks fo= r > 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 lan= d 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 = what >>> is need in terms of tactical approach to engage these accounts to creat= e >>> 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/virt= ual >>> meetings set up. >>> >>> Please let me know if you have any questions. >>> >>> Ashley Mirone >>> Vice Pr