--0000000000007b35260637c8db8b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, I hope everyone is having a great week. Q3 is just two weeks away so it is time to start planning for your Q3 Strategic Account Plans! Below you will find details on our strategies & optimizations for Q3 SAPs and important next steps & due dates. Your next coaching call this month will be all about Q3 SAPs and making the best account selections possible. *Prior to your upcoming coaching call, please follow the instructions directly below:* *Immediate Next Steps for HCLs:* 1. Open this Q3-SAP template 2. Click File --> Make a Copy (to save your own personal version you can edit) 3. Rename your copy to include your first & last name at the beginning. - example: *Julia Jenkins Q3-25 Top 30 SAP List* 4. Use the following two reports to assess the performance of your current SAP accounts and identify potential new accounts you may want to target 1. *SAP Lookback Report * 2. *Referral Accounts Momentum Report * 5. Fill out your proposed Top 30 SAP list in your document, using the SAP Referral Channel mix outlined below. 6. Click the Share button (top right corner) and share with your manager *prior to your upcoming coaching call.* *Please Watch *--> Video Tutorial on the steps above: *How to Use the Q3-25 SAP Template (4 Minutes)* *Strategies & Optimizations for Q3-25 SAPs:* 1. *Total Count of 30 SAPs per HCL * - We are continuing the momentum with 30 SAPs rather than 20 SAPs to give HCLs more opportunities for strategic accounts considering the expectation of 8 sales activities per day primarily with SAP accounts= . 2. Q3 SAPs Auto Created on Behalf of HCLs - All Q3 SAPs will be mass uploaded by our Salesforce team based on current Q2 SAPs, to save a significant amount of administrative time = for you all. - Q3 SAPs will be uploaded as =E2=80=98approved=E2=80=99 to eliminate= the significant time investment for our HCLs and Sales Leaders to manage approval submissions and granting approvals. - HCLs do not need to document Advancing Strategies, Value Created or Needs Identified at this time. These will be worked on throughout the quarter instead. 3. *Heavy Focus is on Selecting the Right Accounts* - Referral Account Momentum Report on Tableau - New! Priority Zip Code Filter for Account Selections **High Importance** - Leveraging Priority Zip code accounts for SAP selections wherever possible via the new filter on the Referral Account Momentum Report - Quality metrics available by Account - Is each account producing the ideal quality mix of SOCs? - % Long Term Intention ratio on SOCs Last 3 Months - % Long Term Intention ratio on SOCs Last 12 Months - Review performance of Current SAP Accounts to determine which accounts to prioritize again using the new SAP Lookback report