--000000000000ef5832061779036a Content-Type: multipart/alternative; boundary="000000000000ef58310617790369" --000000000000ef58310617790369 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable We can include your GMs - yes. We can pull the data for you and if you want them to follow the process of meeting with these accounts we can support you with operationalizing that Let me know what you'd like to do in terms of next steps Ashley Mirone Vice President of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] On Thu, May 2, 2024 at 5:58=E2=80=AFAM Timothy Thomas wrote= : > Hi Ashley, > > Congrats on these two amazing projects! Quick question, will Canada be > included in Project 318 given our lack of HCLs? > > Thanks > Tim > > On Wed, May 1, 2024 at 5:57=E2=80=AFPM Ashley Mirone = wrote: > >> Hello Regional Leadership Team, >> >> Below you'll find the workbooks that have been prepared for Project >> Protect the Castle. >> >> *PROJECT CASTLE WORKBOOKS:* >> *West Division - Top 10 Revenue Generating Referral Accounts by Site* >> >> *East Division - Top 10 Revenue Generating Referral Accounts by Site* >> >> >> You will notice insights on overlapping accounts with Project 318 - >> highlighted >> The SF report used to pull this data in case you need it: Top Accounts >> by Office Location >> >> >> *PROJECT 318 WORKBOOK:* >> *Action: RDBD's to meet with RDO's next week to review the Q2 SAP >> accounts where we see YoY revenue declines. Together we will determine w= hat >> is need in terms of tactical approach to engage these accounts to create >> positive outcomes.* >> >> *DOCUMENTATION TRAINING VIDEO:* >> *How to Document Meetings with Internal Team Members Present (5 Minute >> Video)* >> >> This training video will be provided on Monday for GMs & HCLs to >> understand how to properly document meetings. >> >> Full written instructions on how GMs can document meetings (where there >> is no HCL assigned): >> *HCL Salesforce Playbook* >> >> >> *3 IMPORTANT DOCUMENTATION STEPS:* >> *1. Tied to Sales Initiative =3D Leadership Support Meeting* >> >> >> *2. Tag Your RDBD and/or GM/Operator * >> [image: image.png] >> >> *3. Detailed Meeting Outcome & Next Steps Notes* >> >> >> >> I look forward to kicking off Project Protect the Castle with your GM's >> on Monday. >> >> RDBD's will make sure HCL's are looped in and ready to present these >> accounts to their GMs next week while also getting those in person/virtu= al >> meetings set up. >> >> Please let me know if you have any questions. >> >> Ashley Mirone >> Vice President of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> > > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 591-9387 > TheKey.ca > [image: TheKey] > --000000000000ef58310617790369 Content-Ty