Fwd: January B2B Toolkit

From
Julia Jenkins <jujenkins@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Denny Roebel <denny.roebel@thekey.com>
CC
Jackie Summers <jsummers@thekey.com>
Date
Mon, 13 Jan 2025 16:27:55 -0800
Folder
INBOX
--000000000000fdc587062b9fa309 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim & Denny, We'll have an email drip campaign to referral sources next week to highlight our community resource guide. Can you please confirm that our Canada HCLs will be participating in this initiative and that you're comfortable with this going out to other Canada Rev Ops accounts as well in Canada? Or do you prefer we exclude Canada from the upcoming campaign? Thank you! ---------- Forwarded message --------- From: Ashley Mirone Date: Fri, Jan 3, 2025 at 5:59=E2=80=AFAM Subject: January B2B Toolkit To: We've moved to monthly toolkits! January Toolkit *Balanced Care Method + Brain Health Community Resource Strategy* Speakers Bureau: Brain Healthy Behavior This month we are emphasizing our newest Speakers Bureau topic that encompasses valuable insights for any audience: for professionals, their staff, residents/clients, and families. Topic Description: In this session, we will explore the fundamentals of brain health and the significant role lifestyle plays in maintaining it. We will identify modifiable risk factors for cognitive decline and conclude with practical tips to promote cognitive health. *Linked Resources* Brain Healthy Behaviors - Deck Recording Sample Here. Speakers Bureau Playbook *Strategy for the Month* 1. Personalize the Speakers Bureau Promotional Flyer found on the Brand Center under Downloads > Promotional Flyers > Checkout of the Brand Cent= er ($0.00 total) with the Downloadable resource and you'll receive a high-resolution version of the flyer in your Gmail Inbox within ~15mins. Print in-office or locally. 2. Promote the Brain Healthy Behaviors Presentation to the following accounts 1. Geriatric Care Manager Practices 2. Skilled Nursing Staff 3. Senior Living Communities 4. Alzheimers Association 5. Q1 SAP Accounts *Team Goal:* Every Home Care Liaison will pitch the Brain Healthy Behavior Presentation to 5+ accounts; this is having a conversation to see if they would be interested in hosting an event. As well as get 1+ Event Scheduled by EOM January. The event does not have to be completed, but scheduled in Salesforce. * Salesforce Activity Documentation * Using the "Tied to Sales Initiative" dropdown on Events, each team member should complete the following by EOM January. - Document 5+ Events with the tag: TK Speakers Bureau Pitch - Subject: Brain Healthy Behavior Pitch - Document 1+ Event Scheduled or Completed with the tag: TK Speakers Bureau Facilitation - Subject: Hosting Brain Healthy Behavior Presentation Community Resource Guide Tool + Strategy *Why this tool is valuable to your business:* - It empowers us to identify and connect our clients with trusted power partners who offer services beyond our immediate scope. - Allows you to build stronger relationships, create unique value propositions, and confidently address the diverse needs of our clients. - When we engage with potential clients and 

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