Re: Week of March 18th 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, 18 Mar 2024 13
Folder
INBOX
--0000000000006af2780613f59e6f Content-Type: multipart/alternative; boundary="0000000000006af2770613f59e6e" --0000000000006af2770613f59e6e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Thank you to all who attended today's B2B Toolkit Review Call. Recording here. Attendance here. I also wanted to HIGHLIGHT HERE that we have Salesforce Email Drip on the Speakers Bureau going out this Thursday, 3/21.* Template Here * . [image: image.png] Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Mar 18, 2024 at 5:59=E2=80=AFAM Ashley Mirone = wrote: > March 18th 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 > > > *Community Resource Guide Tool* > > We have a wonderful tool that many HCL's are not utilizing. We wanted to > circle back on this tool as a reminder and encourage everyone to own thei= r > own Guide! Read below how to leverage our Community Resource Guide and > strategically use it to schedule office in-services and gain new attendee= s > to your PAC groups. > > *Community Resource Guide Template Here* > > You can Print > Fill out > Scan for your final copy or Download > Open > With > Adobe Acrobat > Edit and Save a Copy. > > For those having a hard time with editing the template - I've created a > supplemental GSheet here > . > Flie > Make a Copy in order to have your own editable copy saved on your > google drive. > > * Steps to the Community Resource Guide Strategy: * > > - Step 1 - Identify your referral sources to be on the list. > - Email Template here > > to invite your referral partners to be a part of your community gui= de. > - Note: you do not have to fill in every spot on the template. If > there are multiple HCL's in a given office, that's ok, each HCL can= have > their own resource list. > - Step 2 - Have a 30min meeting (in-person preferred) with each > referral source to confirm their differentiators, validate their stanc= e in > the industry and let them know we'd like them to be a part of our excl= usive > resource list. > - Step 3 - Schedule them to an TK office In-Service. 15 mins at the > top of your office's weekly Pipeline meeting where all Client Success = team > members will be present. This allows the re