Re: Week of March 11th B2B Toolkit

From
Jackie Summers <jsummers@thekey.com>
To
Ashley Mirone <amirone@thekey.com>
CC
bdcorp@thekey.com, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>
Date
Mon, 11 Mar 2024 12
Folder
INBOX
--000000000000449f9e0613679211 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Thank you to all who were on our Toolkit call this morning. If you missed it - please take the time to watch the below. Recording here : you won't want to miss it! +Ashley Mirone deep dives on our newest TRAILBLAZING strategy of TheKey Speakers Bureau. Take a listen. Attendance here. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Mar 11, 2024 at 5:59=E2=80=AFAM Ashley Mirone = wrote: > March 11th B2B Toolkit > > ***Official Launch**: TheKey Speakers Bureau * > > Today we will have our very own Ashley Mirone on our B2B Toolkit Call to > speak on this new and exciting strategy for TheKey and Sales Nation. > > Objective: Creating a sales strategy that leverages an educational > speakers bureau to position our sales team as experts in the field of > aging. This strategy not only helps in establishing authority in the fiel= d > but also in networking with other experts and potential clients. > > *Engaging Presentations -- Tailored Content -- Professional Expertise* > > *Speakers Bureau Playbook Here* > > HCL Next Steps: > > - Read the Playbook Entirely > - Attend the Open Office Hour sent by Jackie Summers > - Be ready to speak about this strategy on your RDBD Huddles > > > *HCL Comp FAQ's* > > We've rolled out a new and exciting compensation plan for Home Care > Liaisons, we've put together an FAQ sheet below to be referenced for many > of the common questions that may arise. > > Topics such as: > > - Am I eligible to receive the 2.5% revenue bonus on clients who > started care prior to March 1st, 2024? > > > - How does it work when a spouse joins our client for couples care? > > > - Am I eligible for bonuses on returning Clients? > > > *2024 HCL Comp FAQ's* > > > *Timeline and Due Dates of SAP: * > > **NEW** Julia Jenkins will be speaking on today's Toolkit Call about a > recent change to our SAP process where HCL's no longer have to manually > insert their Next Steps. We still have a requirement that HCL's are > preparing for meetings and have tangible goals for growing their accounts= , > but they are no longer inserted into their SAP plans. All other elements = of > your SAP structure remain the same. We also have new helpful guidelines f= or > selecting the best SAP accounts. The new step by step guideline is now > located in your SAP Playbook and will be reviewed on today's call. > SAP Playbook HERE > > > Weeks of 3/4 - 3/15: *All HCLs to attend** a meeting with their RDBDs and > RDs* (separate from regular scheduled coaching calls) to review > Q1 SAP performance and use the Q2 SAP Account Workbooks to align > on top 20 accounts for Q2. Meeting invites will be sent by RDBDs. HCLs ca= n > start submitting Q2 SAPs in Salesforce directly after these meetings. > > > Weeks of 3/11 - 3/22: HCLs to complete SAP submissions for each of > their top 20 accounts after meeting with