--000000000000176a130613a22e98 Content-Type: multipart/alternative; boundary="000000000000176a120613a22e97" --000000000000176a120613a22e97 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tim - Per the email below. I have listed below HCL onboarding and training resources that pertain to Senior Living Communities. And I'm looping +Megan Harris here who will be able to give them all access to all HCL courses, but I will link below the courses they should complete. I also have a Sales Process Day where they review courses and get into live group discussions on Sales Process. happy to invite all of them to the next one in 3 weeks. MindFit Enhanced Dementia Trainings Enhanced Dementia Trainings How to Maximize your Business Through LinkedIn Sales Challenger Sales Process - I'll assign via GCalendar for April 4th Partnerships and Protocols Recording Leveraging Community Powers Senior Living Communities - Kevin Symes Power Partners Case Studies Sales Enablement Playbook : This playbook has generat section at the top and a SLC specific section that deep dives into tools and playbook of different strategies, events, processes, etc. FB Workplace > Intranet > Operations > Role Specific Training > Home Care Liaison *HERE * [image: image.png] Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] ---------- Forwarded message --------- From: Julia Jenkins Date: Wed, Mar 13, 2024 at 6:15=E2=80=AFPM Subject: Canada Hybrid Rollout Recap To: Jackie Summers , Timothy Thomas , Ashley Mirone , Chad Everitt , Caroline Henderson Hi Team, Here is the summary of our discussion today regarding the new hybrid role pilot in Canada. - Ashley & Tim to go through workbook to select 5-15 accounts per Hybrid Team Member - *Canada Hybrid Referral Account Assignment (LINK)* - Filter Column A to narrow down Accounts by Location per Team Member - Select Team Members name in Column D - We are piloting this with strictly Senior Living Accounts - Focus on where are we already winning and how do we expand wallet share (historic relationships) - Based on productivity of accts today - we then set goals for each Team Member - We could pivot this role to Account Manager positions if the hybrid role does not prove to be effective - Team Members for Pilot: - Maria Licoudis - Dominique Jacobs - Kim McConnell - Wendy Loper - Define targets/what success looks like and the timeline we are allotting for this pilot - Pilot will include $300 spot bonuses for new clients when they hit $5K USD/ 6734 CAD - Joey (GM in Montreal) will track this pilot in a spreadsheet and Tim & Joey will manage payouts - *+ *@Jackie Summers Please send Tim any trainings/resources available that are applicable for selling in SLCs th= at he can assign the Hybrid Team Members - We requested for these 4 team members to be added to our BDCorp email distro so they can receive our weekly B2B Toolkit on Mondays. Thank you! -- Julia Jenkins Director of Inside Sa