--000000000000feb2bf06303cd976 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello All, Please find a live report below of all Referral Accounts currently owned by GMs. This report updates in real time and will reflect any ownership changes as they are made. *If any Account ownership changes still need to be made, please email SFIT@thekey.com * to request the change. Alternatively, the Salesforce Open Office hour is happening right now and is a great opportunity to get ownership changes made live. *We are postponing the email blast until tomorrow to ensure each of you have time today to review the contact list, make any final ownership changes, and add any additional contacts to Salesforce to be included in tomorrow's drip. Please ensure all necessary changes are made by the end of day today.* Report Link --> *GM Owned Accounts* Report Link --> *GM Email Drip Referral Contacts* Salesforce / PandaDoc Office Hours Info: Thursday, March 13 =C2=B7 10:30 =E2=80=93 11:30am Time zone: America/Los_Angeles Google Meet joining info Video call link: https://meet.google.com/jnq-jjdh-irj Or dial: =E2=80=AA(US) +1 402-839-8237=E2=80=AC PIN: =E2=80=AA114 912 879= =E2=80=AC# Instructions on how to add new Referral Contacts to accounts can be found on page 26 of our HCL Salesforce Playbook. Thank you, On Thu, Mar 13, 2025 at 9:20=E2=80=AFAM Jackie Summers wrote: > If you would like to review the contacts that will be emailed based on th= e > accounts you own, please see here > . > Thank you! > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Thu, Mar 13, 2025 at 9:17=E2=80=AFAM Jackie Summers > wrote: > >> Hello General Managers, >> >> We have an email drip campaign that will be coming out today >> on your behalf to your contacts in Salesforce through our Salesforce >> email drip software called Pardot/Account Engagement. This email will be >> sent out to active Referral Contacts associated with your Referral Accou= nts >> to formally introduce you as their contact from TheKey. =F0=9F=8E=89 >> >> Attached below is a sample (proof) of what the email will say. The email >> will appear to come from you (your signature info) and all replies will = go >> directly to you because the email is sent from your email handle. The go= al >> of this is to help you get meetings booked as quickly as possible as you= 're >> hitting the field! Email Drip FAQs >> >> >> For the Case Studies mentioned at the bottom of the template, attached >> are a few Case Study resources that could be leveraged in conversations >> should a contact as