--000000000000371a33061c34fa35 Content-Type: multipart/alternative; boundary="000000000000371a30061c34fa34" --000000000000371a30061c34fa34 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, I'm reaching out to provide a progress update on our Project Protect the Castle growth initiative. *Our deadline for this project is today and we are 84% to goal for completed meetings=E2=80=94 please document any remaining meetings in Sales= force as soon as possible! * Shoutout to* Canada* for the highest % of completed meetings! Division Total # of Accounts Total Accounts w/ Documented Meetings as of 7/1/24 % Complete as of 7/1/24 Canada 41 35 85.37% East 260 205 78.85% West 270 204 75.56% Total 530 444 83.77% East Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 7/1/24 % Complete as of 7/1/24 Midwest 60 51 85.00% Northeast 80 69 86.25% Ohio JV 20 4 20.00% Southeast 100 81 81.00% Total 260 205 78.85% Canada Sites Total # of Accounts Total Accounts w/ Documented Meetings as of 7/1/24 % Complete as of 7/1/24 Toronto 10 8 80.00% Montreal 10 10 100.00% Calgary 10 9 90.00% Winnipeg 3 0 0.00% Vancouver 8 8 100.00% Total 41 35 85.37% West Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 7/1/24 % Complete as of 7/1/24 Bay Area 70 42 60.00% Craig Cares 10 4 40.00% Greater LA 50 40 80.00% Greater SD 40 31 77.50% PNW 40 29 72.50% TX AZ 60 58 96.67% Total 270 204 75.56% *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* ^^ These workbooks show which specific account still need documented meetings *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative =3D Leadership Support Meeting* *2. Tag the GM/Operator in Attendance **The "Operator in Attendance?" checkbox MUST be tagged*** [image: image.png] *3. Detailed Meeting Outcome & Next Steps Notes* *DOCUMENTATION TRAINING VIDEO:* *How to Document Meetings with Internal Team Members Present (5 Minute Video)* Full written instructions on how GMs can document meetings: *HCL Salesforce Playbook* Please let me know if you have any questions. Thank you, --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000371a30061c34fa34 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, I'm reaching out to provide= a progress update on our Project Protect the Castle growth initiative.=C2= =A0 Our deadline for this project is today and we are 84% = to goal for completed me= etings=E2=80=94 please document any remaining meetings in Salesforce as soo= n as possible!=C2=A0 Shoutout to =C2=A0 Canada =C2=A0for the highest % of completed meetings!= D= ivision Total # of Ac= counts <td style=3D"border-width:1px;border-