This is a multi-part message in MIME format --_----------=_MCPart_1217763192 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** March 25th B2B Toolkit ------------------------------------------------------------ Launching: TheKey Speakers Bureau Objective of this Strategy: Creating a sales strategy that leverages an ed= ucational speakers bureau to position our sales team as experts in the fie= ld of aging. This strategy not only helps in establishing authority in the= field but also in networking with other experts and potential clients. Engaging Presentations -- Tailored Content -- Professional Expertise Speakers Bureau Playbook Here (https://docs.google.com/document/d/1TRLOJAs= ptj4nVUI6p5c8eovxypT5Fms90Tp5nf7s9po/edit?usp=3Dsharing) HCL Next Steps: * Read the Playbook Entirely * Be ready to speak about this strategy on your RDBD Huddles * **Document your Pardot Responses: Tied to Sales Initiative > Salesforce= Automated Drip Campaign > Type: Other (for email)** Community Resource Guide Tool We have a wonderful tool that many HCL's are not utilizing. We wanted to c= ircle back on this tool as a reminder and encourage everyone to own their= own Guide! Read below how to leverage our Community Resource Guide and st= rategically use it to schedule office in-services and gain new attendees t= o your PAC groups. Community Resource Guide Template Here (https://homecareassistance.us1.lis= t-manage.com/track/click?u=3Df1efdeb0dd25f1b019be7a0a6&id=3De579380857&e= =3D3a611ad2d8) You can Print > Fill out > Scan for your final copy or Download > Open Wit= h > Adobe Acrobat > Edit and Save a Copy. For those having a hard time with editing the template - I've created a su= pplemental GSheet here (https://homecareassistance.us1.list-manage.com/tra= ck/click?u=3Df1efdeb0dd25f1b019be7a0a6&id=3D2ee055d89c&e=3D3a611ad2d8) . F= lie > Make a Copy in order to have your own editable copy saved on your go= ogle drive. Steps to the Community Resource Guide Strategy: * Step 1 - Identify your referral sources to be on the list. + Email Template here (https://homecareassistance.us1.list-manage.com/trac= k/click?u=3Df1efdeb0dd25f1b019be7a0a6&id=3De5806d85ef&e=3D3a611ad2d8) to i= nvite your referral partners to be a part of your community guide. + Note: you do not have to fill in every spot on the template. If there ar= e multiple HCL's in a given office=2C that's ok=2C each HCL can have their= own resource list. * Step 2 - Have a 30min meeting (in-person preferred) with each referral s= ource to confirm their differentiators=2C validate their stance in the ind= ustry and let them know we'd like them to be a part of our exclusive resou= rce list. * Step 3 - Schedule them to an TK office In-Service. 15 mins at the top of= your office's weekly Pipeline meeting where all Client Success team membe= rs will be present. This allows the referral partner to explain their serv= ice=2C who their ideal client is=2C what their diffe