Re: Project Castle Workbooks Project 318 Actions & Documentation Training Materials

--000000000000caf89f06177b345a Content-Type: multipart/alternative; boundary="000000000000caf89e06177b3459" --000000000000caf89e06177b3459 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ashley, Thank you for this information. Do we need to send anything via email to our team before Monday=E2=80=99s B2B toolkit? Jackie - are you able to cover for me on Monday=E2=80=99s toolkit? I land l= ater that evening. Thank you ! On Wed, May 1, 2024 at 2:57 PM Ashley Mirone wrote: > Hello Regional Leadership Team, > > Below you'll find the workbooks that have been prepared for Project > Protect the Castle. > > *PROJECT CASTLE WORKBOOKS:* > *West Division - Top 10 Revenue Generating Referral Accounts by Site* > > *East Division - Top 10 Revenue Generating Referral Accounts by Site* > > > You will notice insights on overlapping accounts with Project 318 - > highlighted > The SF report used to pull this data in case you need it: Top Accounts by > Office Location > > > *PROJECT 318 WORKBOOK:* > *Action: RDBD's to meet with RDO's next week to review the Q2 SAP account= s > where we see YoY revenue declines. Together we will determine what is nee= d > in terms of tactical approach to engage these accounts to create positive > outcomes.* > > *DOCUMENTATION TRAINING VIDEO:* > *How to Document Meetings with Internal Team Members Present (5 Minute > Video)* > > This training video will be provided on Monday for GMs & HCLs to > understand how to properly document meetings. > > Full written instructions on how GMs can document meetings (where there i= s > no HCL assigned): > *HCL Salesforce Playbook* > > > *3 IMPORTANT DOCUMENTATION STEPS:* > *1. Tied to Sales Initiative =3D Leadership Support Meeting* > > > *2. Tag Your RDBD and/or GM/Operator * > [image: image.png] > > *3. Detailed Meeting Outcome & Next Steps Notes* > > > > I look forward to kicking off Project Protect the Castle with your GM's o= n > Monday. > > RDBD's will make sure HCL's are looped in and ready to present these > accounts to their GMs next week while also getting those in person/virtua= l > meetings set up. > > Please let me know if you have any questions. > > Ashley Mirone > Vice President of Business Development > *Please note my email has changed:* > amirone@TheKey.com > Direct: (310) 755-9669 > TheKey.com > [image: TheKey] > --=20 Vanessa Treadwell Regional Director of Business Development *Please note my email has changed:* vtreadwell@TheKey.com (650) 885-5735 Mobile (650) 462-6900 Office TheKey.com [image: TheKey] --000000000000caf89e06177b3459 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ashley,=C2=A0 Thank you for this information. Do we need to send anything via = email to our team before Monday=E2=80=99s B2B toolkit?=C2=A0 <div dir=