Re: Attn: RDBDs & RDOs - Action Required - GM Target Accounts

From
Julia Jenkins <jujenkins@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>
Date
Wed, 5 Mar 2025 09:03:20 -0800
Folder
INBOX
--000000000000f3ce3d062f9b5f12 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good, thanks Tim! On Wed, Mar 5, 2025 at 6:53=E2=80=AFAM Timothy Thomas wrote= : > Thank you Julia. I'll review and let you know if I have any questions. > > On Tue, Mar 4, 2025 at 8:15=E2=80=AFPM Julia Jenkins wrote: > >> Hi Tim, Ashley & Melissa, >> >> I've added a Canada tab with 8 Accounts suggested for our 5 Canada GMs >> (total of 40 Account selections). >> >> For Winnipeg and Calgary I had to input some Never Produced accounts due >> to the lack of Rev Ops owned accounts with historical SOCs. >> And for Toronto, I added a Never Produced Cogir location. >> >> Please let me know if you have any questions or concerns with the Canada >> account selections. >> >> Referral Accounts for GMs >> >> >> Thank you! >> >> On Mon, Mar 3, 2025 at 7:02=E2=80=AFPM Julia Jenkins >> wrote: >> >>> Hello RDBDs & RDOs, >>> >>> I hope your week is off to a great start. I'm reaching out to share our >>> tentative list of ~5-8 target Referral Accounts for each of our GMs for= our >>> GM Go-to-market growth Initiative. >>> >>> *We've selected ~5-8 Rev Ops owned Referral Accounts for each GM based >>> on where our GM's live and priority of the following Account metrics:* >>> >>> - Active Partnerships (PPAs) >>> - Active/Inactive/Newly Activated Accounts (active client >>> census/recent SOCs) >>> - Stalled/Declining Accounts (historical SOCs) >>> - Highest revenue/SOC generating accounts (last 3 months, 12 months >>> and lifetime) >>> - Highest revenue generating referral channels (SLCs, GCMs, >>> Hospitals, Fiduciaries, etc). >>> >>> *Please review the Accounts noted for your respective Sites and respond >>> via email or comment in the google sheet with any Account revisions tha= t >>> might be appropriate by end of day tomorrow, Tuesday 3/4. Some reasons = for >>> revisions may include:* >>> >>> - Duplicate Accounts (some of these Rev Ops accounts may be a >>> duplicate of a HCL owned account) >>> - Unqualified/Low potential Accounts (we may have historical revenue >>> but the account is no longer viable/promising) >>> - Account location (if the Account is not within a reasonable drive >>> time for your GM) >>> >>> If you are able to suggest an alternative Rev Ops owned account that >>> would be a better fit for your GM, please do so! We want to do everythi= ng >>> we can to set them up for success. There will also be flexibility with >>> Account changes once we provide these lists to our GMs=E2=80=93 but Ash= ley, Melissa >>> and I wanted to ensure you all took the first pass. >>> >>> *GM Target Account Lists:* >>> *Northeast & Southeast Accounts* >>> >>> *California Accounts* >>> >>> *Midwest/TX/AZ/PNW Accounts* >>> >>> >>> Please note we will be adding Canada and Accounts for our Market Leader= s >>> in the Bay Area next. >>> >>> >>> Thank you, >>> >>> -- >>> Julia Jenkins >>> Director, Revenue Operations >>> *Please note my email address h