--0000000000007ca05406231f4857 Content-Type: multipart/alternative; boundary="0000000000007ca05306231f4856" --0000000000007ca05306231f4856 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Friendly reminder that *Q4 SAPs are due by the end of day on Monday, 9/30, next week.* Please be sure to use the "Submit for Approval" button on each of your SAPs. [image: image.png] Have a great weekend! On Mon, Sep 9, 2024 at 9:00=E2=80=AFAM Julia Jenkins = wrote: > > > [image: image] > > *Q4-24 Top 20 Strategic Account Plans* > > Dear Sales Nation, > > Q4 is just a few weeks away so it is time to start developing your Q4 > Strategic Account Plans to set yourself up for success for the remainder = of > the year. > > Below you will find a timeline with due dates to help you prepare your Q4 > Top 20 SAPs. Please review the timeline below and feel free to reach out > with any questions or concerns. We will be sending calendar invites to > remind everyone of the due dates as well. > > We are eliminating the need for SAP workbooks (spreadsheets) for Q4 SAP > prep by levering our incredible new Referral Account Momentum Report on > Tableau Cloud. RDBDs and HCLs will review existing Top 20 SAP account > performance on the live report and review any non-SAP referral accounts y= ou > may want to consider as replacements for the upcoming quarter. > > *Please be sure to join Ashley Mirone and I on Friday 9/13, at 9am PT/Noo= n > ET, for a LIVE introduction to the Referral Accounts Momentum Report and > tips on how to best utilize it for building Top 20 SAPs. * > > ________________________ Timeline and Due Dates of SAP_________________ > _______ > > > ***NEW** Prior to your SAP coaching call, use the Referral Accounts > Momentum Report to self assess your current Top 20 SAP's performance. Mak= e > a copy of THIS TEMPLATE > > (Click File --> Make a Copy and include your name in the title) and > document your own suggested Q4 Top 20 SAP list and share with your Sales > Leader prior to your coaching call. This new step will promote an efficie= nt > and effective SAP building session with your Sales Leader.* > > > Week of 9/16: HCLs and Sales Leaders to align on Q4 Top 20 accounts and > advancing strategies for each account in coaching calls through Friday > 9/20. Start creating your Q4 SAP's in Salesforce after attending your > coaching call. > > > Week of 9/23: HCLs to complete SAP detail entry for each of their 20 > accounts in Salesforce. Use the "Submit for Approval" button to send each > of the 20 SAP's to your Sales Leader for review. > > > DUE DATE: Monday 9/30: HCLs to submit all Q4 Top 20 SAP's for approval by > EOD. Use the "Submit for Approval" button to send each of the 20 SAP's to > your Sales Leader for review. > > > Week of 9/30: Sales Leaders to review SAP submissions and work on any > adjustments needed with their HCLs. > > DUE DATE: Friday 10/4: Sales Leaders to approve all Top 20 Q4 SAP's by > EOD. >