--000000000000428ab90613a23095 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - confirming I've side-barred with Tim for training resources. Thank you. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Wed, Mar 13, 2024 at 6:15=E2=80=AFPM Julia Jenkins wrote: > 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 = that > 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 Sales > *Please note my email has changed:* > jujenkins@TheKey.com > c: (805) 717-7606 > TheKey.com > [image: TheKey] > --000000000000428ab90613a23095 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - confirming=C2=A0I've side-barred with Tim for = training resources.=C2=A0 Thank you.=C2=A0 = Jackie Summers Sales Operations Manager 951-675-0413 = TheKey.co= m <div dir= =3D"ltr" cl