--00000000000044b84a061baa4700 Content-Type: multipart/alternative; boundary="00000000000044b849061baa47ff" --00000000000044b849061baa47ff Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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= =E2=80=94 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* *East Division - Top 10 Revenue Generating Referral Accounts by Site* *Canada Division - Top 10 Revenue Generating Referral Accounts by Site* *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative =3D 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)* Full written instructions on how GMs can document meetings: *HCL Salesforce Playbook* Please let me know if you have any questions. Thank you, --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000044b849061baa47ff Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, I'm reaching out to provide= a progress update on our Project Protect the Castle growth initiative.=C2= =A0 Please note - the deadl= ine for Project Castle is the end of this week=E2=80=94 6/28/24 and we have 204 =C2=A0Pro= ject Castle Referral Accounts without meetings documented yet=C2=A0 . Please take the time to make s= ure all Project Protect the Castle meetings are properly documented in Sale= sforce this week.=C2=A0 Reminder on our project commitment:=C2=A0Each G= M to have a completed meeting with all top 10 accounts for each Site by end= of day 6/28/2024.=C2=A0 Shoutout to the = =C2=A0 East Division =C2=A0for the highest # of accounts= with completed meetings so far! Division Total # of Accounts <td style=3D"border-width: