--0000000000005ffbfd060bb4dc6b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello team, Thank you to those of you who were able to make it onto our B2B Toolkit review this morning. For those who were not able to make it: Here is the recording . Here is the attendance . Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Dec 4, 2023 at 5:59=E2=80=AFAM Ashley Mirone w= rote: > December 4th B2B Toolkit > > > > *Ho Ho Ho...Here are some festive holiday sales ideas:* > > As we approach the holiday season, we've gathered some of your fellow Hom= e > Care Liaison's festive and strategic ways of celebrating with referral > sources this holiday season. Let's plan ahead and make the most out of th= is > opportunity: > > - Amy Nealy & Rachel McKinney (New Jersey): These HCL's partnered to > throw a referral source holiday party and had her Regional Director Ki= m, > and Care Solutions Manager Jacquline in attendance, a huge success. So= much > so that the group decided to keep going with monthly breakfasts. > - Also, Amy threw an ornament painting event at one of her top > assisted living communities and her referral sources were so gratef= ul. > - Dana Simms (La Jolla CA): host a photo booth or ornament painting at > your top community. Dana has partnered with a local ceramics shop who'= s > donated ceramic ornaments and supplies for the event, Dana hosts and b= rings > back the painted items, and the shop fires them in their kiln, and Dan= a has > a reason to come back into the community to return with the final prod= ucts! > - Amy Antro - is working with of of her biggest SLC Account Referral > Partners who takes paintings done by residents with cognitive impairme= nt, > makes them into Christmas Cards, and donates the proceeds to local Can= cer, > Parkinsons, and pet rescue facilities. Amy purchased these cards as he= r > referral partner gifts and allows the partners to choose the local cha= rity > of their liking. > - Brandy Dewease (Lynchburg, VA) - Leverages her power partners to > combine budgets to throw a large happy hour networking event to celebr= ate > her loyal referral partners! > - Have your own unique holiday strategy? ~ Let's share! > > > > > **NEW* HCL Salesforce Playbook:* > > We have a new sales-specific HCL Salesforce Playbook > > that houses the most common sales CRM questions, step-by-step instruction= s, > and video tutorials. Julia Jenkins recently rolled out the new > Gmail/Salesforce Integration tool, all instructions are housed in this > resource. > > > > > *Our Goal: Every HCL Hosts TimeSlips by EOY* > As we round out the end of 2023 and are now fully trained and ready to hi= t > the field with TimeSlips, the goal from Sales Leadership is to *host your > first TimeSlips session by the end of the year.* > > Note: please document your efforts in your SF activity under "Tied to > Sales Initiative", as noted above. > > > > *Timeline and Due Dates of Q1 20