--000000000000ba0042061d4dda6d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Jackie! I just reviewed it and it looks great. Team - As discussed during our meeting this AM, please remember to have all important contacts updated in SF so they can be a part of the upcoming blast. Vanessa Treadwell Regional Director of Business Development *Please note my email has changed:* vtreadwell@TheKey.com (650) 885-5735 TheKey.com [image: TheKey] On Mon, Jul 15, 2024 at 11:14=E2=80=AFAM Jackie Summers wrote: > Hello team, > > A new link for the sample Pardot email template is *HERE > . > *I hope this produces wonderful warm connections and meetings! > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Fri, Jul 12, 2024 at 5:59=E2=80=AFAM Ashley Mirone wrote: > >> Week of July 15th B2B Toolkit >> >> *SLC Referral Accounts Update in Salesforce* >> >> We are moving away from separating Senior Living Communities into >> multiple 'child accounts' for the various levels of care that the commun= ity >> offers (IL, AL, Memory Care, etc). This will improve the reporting accur= acy >> & true momentum of your SLC accounts and also simplify documentation >> expectations with that SLC in Salesforce. >> >> *Moving forward, when creating new SLC accounts, please enter only one >> singular Referral Account for any given Senior Living Community property= . * >> >> We recently performed a data cleanup to merge many of our SLC 'child >> accounts' into their respective 'parent accounts' after notifying the >> account owners. It is possible some accounts were overlooked. *If you >> currently own any SLC accounts that are still separated into multiple >> different accounts for the same SLC property, please follow the >> instructions on page 16 of our HCL Salesforce Playbook >> >> to request those accounts to be merged. * >> >> >> >> *NEW Pardot Email Drip Campaign 7/18 * >> >> On Thursday, July 18th our Sales Operations Team will be launching a new >> Salesforce Pardot Email Drip campaign focused around our BCM pillar of *= Move >> More* and the importance of physical activity as we age. >> >> Please see the email SAMPLE HERE >> . >> If there are any questions or concerns please reach out to Jackie Summer= s. >> *July PAC Topic* >> >> *Click HERE* >> >> to read this month's PAC topic. >> >> In light of Independence Day, this month's case study centers around the >> Independence of our aging clients/residents/patience. With a Case Study = on >> Earl who wishes to remain in his home despite cognitive decline. >> *Sales Social Media Marketing Calendar* >> Click here to access >> >> this month's TheKey social calendar. >> >> ***NOTE*** There are blue highlighted rows for our states selling >> Concierge Nursing. HCL's who do not have this in their state, please *do >> not* post those topic