** March Toolkit
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National Physicians Week + Geriatricians
Key Marketing Dates
* Brain Health Awareness Month (CAN)
* National Social Workers Month
* Patient Safety Awareness Week – March 8-14 (US)
* National Sleep Awareness Week – March 8-14 (US)
* Brain Awareness Week – March 16-22
* National Physicians Week – March 25 – 31 (US)
* World Social Work Day - Mar 17
* National Doctor’s Day - Mar 30
Sales Tools
**
Exciting News: Geriatricians Are Coming Into Focus 🎯
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We're shining a spotlight on a referral channel that is incredibly well-aligned with our mission —
Geriatric Physicians (Geriatricians).
Geriatricians specialize in the health and well-being of older adults, managing complex, chronic conditions and coordinating care across multiple providers. All areas where TheKey's home care services directly complement their work.
Simply put: when a geriatrician develops a care plan, we're the team that helps execute it at home. That alignment makes this channel a natural, high-value partnership opportunity.
Starting in March and carrying into Q2, we'll be rolling out dedicated initiatives to engage Geriatricians in your markets. Details are coming soon — but we want to make sure we're ready.
Here's your action item for the next few weeks:
* Search your Salesforce accounts for existing Geriatrician contacts and update their information so it's current.
* Start identifying new Geriatricians in your market who aren't yet in Salesforce and add them as accounts.
Whether they're in solo practice, group practices, or part of a health system, these are partners worth knowing. Leadership is working to obtain more contact information through 3rd parties like CSM data and other sources to be able to include in initiatives such as direct mailers, email drips, and gifting initiatives.
Stay tuned — more details on the upcoming initiatives are on the way!
**
New Life Enrichment Guide #2, Not just a Drop-Off!!
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A new Life Enrichment Guide was shipped to you all in February.
STRATEGY FOR USE:
In preparation for utilizing the guide, please review the Life Enrichment Guide Strategy Guide here (https://docs.google.com/document/d/1odkF1lGR-yU0_7TDP2kcD57UplMS2KMlMCGlzGcOCy8/edit?usp=sharing) :
RECORDING OF STRATEGY FOR REVIEW (https://drive.google.com/file/d/1D3UH2SG6W5IHMq1mJQrmjgFCu-5-Ni_H/view?usp=sharing) (13mins)
There are two core strategies:
- B2B Strategy: Executive Director Partnership Development
- B2C Strategy: Resident Engagement and Opportunity for Care Need Conversations
. Salesforce Documentation Requirements
Document all touchpoints using established fields:
* Tied to Sales Initiative: "Life Enrichment Guide Event Facilitation" if you hosted an event reviewing the guide
* Collateral Given: “Life Enrichment Guide” when giving out physical copies of the book
**
Upcoming Salesforce Email Campaigns
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One thing you will notice starting in March 2026, is a slight slow down of the # of drips per month. We hear the feedback and will be lowering our cadence.
Topics include:
* When to Stop Driving (Shadi blog)
* Cognitive Health
* Vision Issues
* Oral Health
* SoCal ACMA Pre-Attendee List (CA only)
* Senorsy Confusion
March PAC Topic
Click HERE (https://docs.google.com/document/d/14eTw6ruHCQgJwDDW53grLCUPqwbtTYaFVxswalK6FXg/edit?usp=sharing) to read this month's PAC topic.
Topic: Nourishing the Whole Person — the Case for Specialized Medical Care
** Sales Social Media Marketing Calendar
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Click here to access (https://docs.google.com/spreadsheets/d/15uDCaj7CIsyuvIMSqb_Ic9sFMV4VA7lqDgGFRajL0Ug/edit?usp=sharing) this month's TheKey social calendar.
*Tips: Schedule your LinkedIn posts out in advance and don't forget to attach your images*
Highlighted Blue posts are for Concierge Nursing States only
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