--000000000000eb525f0613949ec1 Content-Type: text/plain; charset="UTF-8" Hi Team, Here is the summary of our discussion today regarding the new hybrid role pilot in Canada. - Ashley & Tim to go through workbook to select 5-15 accounts per Hybrid Team Member - *Canada Hybrid Referral Account Assignment (LINK)* - Filter Column A to narrow down Accounts by Location per Team Member - Select Team Members name in Column D - We are piloting this with strictly Senior Living Accounts - Focus on where are we already winning and how do we expand wallet share (historic relationships) - Based on productivity of accts today - we then set goals for each Team Member - We could pivot this role to Account Manager positions if the hybrid role does not prove to be effective - Team Members for Pilot: - Maria Licoudis - Dominique Jacobs - Kim McConnell - Wendy Loper - Define targets/what success looks like and the timeline we are allotting for this pilot - Pilot will include $300 spot bonuses for new clients when they hit $5K USD/ 6734 CAD - Joey (GM in Montreal) will track this pilot in a spreadsheet and Tim & Joey will manage payouts - *+ *@Jackie Summers Please send Tim any trainings/resources available that are applicable for selling in SLCs that he can assign the Hybrid Team Members - We requested for these 4 team members to be added to our BDCorp email distro so they can receive our weekly B2B Toolkit on Mondays. Thank you! -- Julia Jenkins Director of Inside Sales *Please note my email has changed:* jujenkins@TheKey.com c: (805) 717-7606 TheKey.com [image: TheKey] --000000000000eb525f0613949ec1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, Here is the summary= of our discussion today regarding the new hybrid role pilot in Canada.=C2= =A0=C2=A0 Ashley & Tim to go through workbook to sele= ct 5-15 accounts per Hybrid Team Member Canada Hybrid Referral Account Assignment (LINK) Filter Column A to narrow down Accounts by Location per Team Member Select Team Members name in Column D We are piloting this with st= rictly Senior Living Accounts=C2=A0 Focus on where are we alre= ady winning and how do we expand wallet share (historic relationships) = Based on productivity=C2=A0of accts today - we then set goals for each = Team Member We could pivot this role to Account Manager positions i= f the hybrid role does not prove=C2=A0to be effective Team Members = for Pilot: Maria Licoudis Dominique Jacobs Kim = McConnell Wendy Loper Define targets/what success look= s like and the timeline we are allotting for this pilot Pilot will = include $300 spot bonuses for new clients when they hit $5K USD/=C2=A06734 = CAD Joey (GM in Montreal) will track this pilot in a spreadsheet an= d Tim & Joey will manage payouts +=C2=A0 @Jackie Summers =C2=A0 Please send Tim any= trainings/resources available that are applicable for selling in SLCs that= he can assign the Hybrid Team Members We requested for these 4= team members to be adde