Re: Canada Hybrid Rollout Recap

From
Jackie Summers <jsummers@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Caroline Henderson <caroline.henderson@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Julia Jenkins <jujenkins@thekey.com>
Date
Thu, 14 Mar 2024 12:17:16 -0700
Folder
INBOX
--00000000000077b38b0613a3bfcc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim - yes it does. there was a Mind Fit training linked in my email which will be a course they will complete, there is also a MindFit playbook inside the Sales Enablement Playbook provided. Hope this works! I ccd the training team in my email as well - and Megan Harris is typically very fast. OpenLMS is down for servicing through tomorrow. So I would expect them to have their courses on Monday. Megan will confirm once they're enrolled. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Thu, Mar 14, 2024 at 12:13=E2=80=AFPM Timothy Thomas wro= te: > Thank you Jakie. This looks great. Do any of these courses include mind > fit training? > > How soon can we get them enrolled? > > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > > > On Thu, Mar 14, 2024 at 1:26=E2=80=AFPM Jackie Summers > wrote: > >> Hello - confirming I've side-barred with Tim for training resources. >> Thank you. >> >> Jackie Summers >> Sales Operations Manager >> 951-675-0413 >> TheKey.com [image: TheKey] >> >> >> >> >> >> >> On Wed, Mar 13, 2024 at 6:15=E2=80=AFPM Julia Jenkins >> wrote: >> >>> 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 SLC= s 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 >