=?utf-8?Q?Week=20of=20December=204th=20B2B=20Toolkit?=

From
=?utf-8?Q?Ashley=20Mirone?= <amirone@thekey.com>
To
<RegionalDirectors@TheKey.com>
Date
2023-12-04 13:59:30
Folder
INBOX
This is a multi-part message in MIME format --_----------=_MCPart_1651135899 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** December 4th B2B Toolkit ------------------------------------------------------------ https://drive.google.com/file/d/1_AlK9aMJ0d638hHsxDVkem85nTqllTNZ/view?usp= =3Dsharing Ho Ho Ho...Here are some festive holiday sales ideas: As we approach the holiday season=2C we've gathered some of your fellow Ho= me Care Liaison's festive and strategic ways of celebrating with referral= sources this holiday season. Let's plan ahead and make the most out of th= is opportunity: * Amy Nealy & Rachel McKinney (New Jersey): These HCL's partnered to throw= a referral source holiday party and had her Regional Director Kim=2C and= Care Solutions Manager Jacquline in attendance=2C a huge success. So much= so that the group decided to keep going with monthly breakfasts. + Also=2C Amy threw an ornament painting event at one of her top assisted= living communities and her referral sources were so grateful. * Dana Simms (La Jolla CA): host a photo booth or ornament painting at you= r top community. Dana has partnered with a local ceramics shop who's donat= ed ceramic ornaments and supplies for the event=2C Dana hosts and brings b= ack the painted items=2C and the shop fires them in their kiln=2C and Dana= has a reason to come back into the community to return with the final pro= ducts! * Amy Antro - is working with of of her biggest SLC Account Referral Partn= ers who takes paintings done by residents with cognitive impairment=2C mak= es them into Christmas Cards=2C and donates the proceeds to local Cancer= =2C Parkinsons=2C and pet rescue facilities. Amy purchased these cards as= her referral partner gifts and allows the partners to choose the local ch= arity of their liking. * Brandy Dewease (Lynchburg=2C VA) - Leverages her power partners to combi= ne budgets to throw a large happy hour networking event to celebrate her l= oyal referral partners! * Have your own unique holiday strategy? ~ Let's share! https://drive.google.com/file/d/1_AlK9aMJ0d638hHsxDVkem85nTqllTNZ/view?usp= =3Dsharing *NEW* HCL Salesforce Playbook: We have a new sales-specific HCL Salesforce Playbook (https://docs.google.= com/document/d/10_zCASsUKygcObhRqKdzFC954_9brFAXM1nerVYRVzg/edit?usp=3Dsha= ring) that houses the most common sales CRM questions=2C step-by-step inst= ructions=2C and video tutorials. Julia Jenkins recently rolled out the new= Gmail/Salesforce Integration tool=2C all instructions are housed in this= resource. http://timeslips.org Our Goal: Every HCL Hosts TimeSlips by EOY As we round out the end of 2023 and are now fully trained and ready to hit= the field with TimeSlips=2C the goal from Sales Leadership is to host you= r first TimeSlips session by the end of the year. Note: please document your efforts in your SF activity under "Tied to Sale= s Initiative"=2C as noted above. https://drive.google.com/

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