Project Protect the Castle - Progress Update 6/24

Hi All,

I'm reaching out to provide a progress update on our Project Protect the
Castle growth initiative.

*Please note **- the deadline for Project Castle is **the end of this week—
6/28/24 **and we have 204 Project Castle Referral Accounts without meetings
documented yet **. Please take the time to make sure all Project Protect
the Castle meetings are properly documented in Salesforce this week. *

Reminder on our project commitment: Each GM to have a completed meeting
with all top 10 accounts for each Site by end of day 6/28/2024.

Shoutout to the* East Division* for the highest # of accounts with
completed meetings so far!

Division Total # of Accounts Total Accounts w/ Documented Meetings
as of 6/24/24 % Complete
as of 6/24/24
East 260 184 70.77%
West 270 163 60.37%
Canada 41 20 48.78%
Total 571 367 64.27%
Please find the details of which accounts still need documented meetings in
the workbooks below:

*PROJECT CASTLE WORKBOOKS:*
*West Division - Top 10 Revenue Generating Referral Accounts by Site*
<https://docs.google.com/spreadsheets/d/1dPXaTvpVz6hFEOUWI5F8jU-vGbOLgfsJdisW8fWcMYc/edit#gid=2130443695>
*East Division - Top 10 Revenue Generating Referral Accounts by Site*
<https://docs.google.com/spreadsheets/d/1T5Y9ECkyxs7mdMFdJZam9_A7emExLqI_AHapcLXreQw/edit#gid=779623587>
*Canada Division - Top 10 Revenue Generating Referral Accounts by Site*
<https://docs.google.com/spreadsheets/d/1P4qlxc0jIIGtJoGLH843eIArYKg6RUHGs_Wqa03oBXo/edit#gid=806934440>

*3 IMPORTANT DOCUMENTATION STEPS:*
*1. Tied to Sales Initiative = Leadership Support Meeting*


*2. Tag the GM/Operator in Attendance **The "Operator in Attendance?"
checkbox MUST be tagged***
[image: image.png]

*3. Detailed Meeting Outcome & Next Steps Notes*


*DOCUMENTATION TRAINING VIDEO:*
*How to Document Meetings with Internal Team Members Present (5 Minute
Video)*
<https://drive.google.com/file/d/1xuLB_KF80UNk_8a5SbfghChj_tcUigVw/view?usp=sharing>
Full written instructions on how GMs can document meetings: *HCL Salesforce
Playbook*
<https://docs.google.com/document/d/10_zCASsUKygcObhRqKdzFC954_9brFAXM1nerVYRVzg/edit>


Please let me know if you have any questions.


Thank you,

-- 
Julia Jenkins
Director, Revenue Operations
*Please note my email address has changed:*
jujenkins@thekey.com
Mobile: (805) 717-7606
TheKey.com <https://thekey.com/>
<https://thekey.com>