Fwd: Attn: HCLs - Q1-25 Top 20 SAP Timeline + Next Steps Announcement

From
Denny Roebel <denny.roebel@thekey.com>
To
Midwest_Sales <Midwest_Sales@thekey.com>, Canada_Sales <Canada_Sales@thekey.com>
CC
Julia Jenkins <jujenkins@thekey.com>, Timothy Thomas <tt@thekey.com>, Alysce Craig <alysce.craig@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, Teresa Heit <teresa.heit@thekey.com>, Danielle James <danielle.james@thekey.com>, Timon Page <timon.page@thekey.com>
Date
Tue, 3 Dec 2024 14:12:02 -0500
Folder
INBOX
--0000000000005e5ab70628627106 Content-Type: multipart/alternative; boundary="0000000000005e5ab60628627105" --0000000000005e5ab60628627105 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable TEAM - Please see the revised schedule due to my PTO next week. Everything else remains the same and has been updated below in Julia's email. Please let me know if you have any questions or concerns. -Denny Weeks of 12/2 & 12/9: HCLs to fill out a copy of the SAP List template document to pre-populate their suggested Q1 SAP List. HCLs to share the document with their Sales Leader prior to the date of your coaching call the week of 12/16. Video tutorial LINK HERE . You can use your regularly scheduled coaching call time to work on the template and research. Week of 12/16: HCLs and Sales Leaders to align on Q1 Top 20 SAP accounts and advancing strategies for each account in coaching calls through Friday 12/20. Start creating your Q1 SAP's in Salesforce after attending your coaching call. HCLs to complete SAP detail entry for each of their 20 accounts in Salesforce. Use the "Submit for Approval" button to send each of the 20 SAP's to your Sales Leader for review. DUE DATE: Friday 12/20: HCLs to submit all Q1 Top 20 SAP's for approval by EOD. Use the "Submit for Approval" button to send each of the 20 SAP's to your Sales Leader for review. Week of 12/23: Sales Leaders to review SAP submissions and work on any adjustments needed with their HCLs. DUE DATE: Monday 12/30 Sales Leaders to approve all Top 20 Q1 SAP's by EOD. ---------- Forwarded message --------- From: Julia Jenkins Date: Tue, Dec 3, 2024 at 1:21=E2=80=AFPM Subject: Attn: HCLs - Q1-25 Top 20 SAP Timeline + Next Steps Announcement To: Corp Business Dev Team , Sales Leadership Team Cc: GeneralManagers , Regional Directors [image: image] *Q1-25 Top 20 Strategic Account Plans* Dear Sales Nation, Q1-25 is just four short weeks away so it is time to start developing your Q1 Strategic Account Plans to set yourself up for success for the new year. Below you will find a timeline with due dates to help you prepare your Q1 Top 20 SAPs as well as an immediate action item for this week. Please review the timeline below and feel free to reach out with any questions or concerns. We will be sending calendar invites to remind everyone of the due dates as well. As we did for Q4 prep, we are levering our incredible Referral Account Momentum Report on Tableau Cloud for SAP selections=E2=80=94 in addition to a new SAP Lookb= ack report that your Sales Leader will walk you through. Sales Leaders and HCLs will review current Q4 Top 20 SAP account performance and any non-SAP referral accounts you may want to consider as replacements for the upcoming quarter. ________________________ Timeline and Due Dates of SAP_________________ _______ ***IMMEDIATE NEXT STEP FOR ALL HCLs THIS WEEK** Prior to your SAP coaching call next week, use the Referral Account Momentum Report to self assess your curren

Thread (1)