--00000000000050ef2c061988ecd3 Content-Type: multipart/alternative; boundary="00000000000050ef2b061988ecd2" --00000000000050ef2b061988ecd2 Content-Type: text/plain; charset="UTF-8" Good Afternoon, I'm reaching out to provide a progress update on our Project Castle growth initiative. The data below shows how many of our Project Castle Referral Accounts have a documented completed meeting in Salesforce with an Operator tagged. As a reminder, here is our timeline for Project Castle: *Each GM to have a completed meeting with all top 10 accounts for each Site by 6/1/2024.* *Division Rollup:* Division Total # of Accounts Total Accounts w/ Documented Meetings as of 5/28/24 % Complete as of 5/28/24 East 278 72 25.90% West 270 60 22.22% Canada 36 5 13.89% Total 584 137 23.46% *West Division:* West Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 5/28/24 % Complete as of 5/28/24 Bay Area 70 12 17.14% Craig Cares 10 2 20.00% Greater LA 50 19 38.00% Greater SD 40 4 10.00% PNW 40 11 27.50% TX AZ 60 12 20.00% Total 270 60 22.22% *East Division:* East Regions Total # of Accounts Total Accounts w/ Documented Meetings as of 5/28/24 % Complete as of 5/28/24 Midwest 60 20 33.33% Northeast 98 26 26.53% Ohio JV 20 0 0.00% Southeast 100 26 26.00% Total 278 72 25.90% *Canada Division:* Canada Sites Total # of Accounts Total Accounts w/ Documented Meetings as of 5/28/24 % Complete as of 5/28/24 Toronto 10 0 0.00% Montreal 10 0 0.00% Calgary 5 4 80.00% Winnipeg 3 0 0.00% Vancouver 8 1 12.50% Total 36 5 13.89% *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* *SALESFORCE REPORTS:* Completed GM Meetings: Project Castle: COMPLETED GM Meetings **used for the data audit above** Scheduled & Completed GM Meetings: Project Castle: GM Meetings(Past/Future) *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative = 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. -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000050ef2b061988ecd2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, I'm reaching out to= provide a progress update on our Project Castle growth initiative. The dat= a below shows how many of our Project Castle Referral Accounts have a docum= ented completed meeting in Salesforce with an Operator tagged.=C2=A0 As a rem