--000000000000e3d7b8061bb84fca Content-Type: multipart/alternative; boundary="000000000000e3d7b7061bb84fc9" --000000000000e3d7b7061bb84fc9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team East... More like Team bEast! Great work and keep driving, ALL! *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] On Mon, Jun 24, 2024 at 6:26=E2=80=AFPM Julia Jenkins wrote: > 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, > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > --000000000000e3d7b7061bb84fc9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team East... More like Team bEast! Great work and keep dri= ving, ALL!=C2=A0 Chad Everitt President- East Division & Canada Mobile: 202.262.8318 On Mon, Jun 24, 2024 at 6:26=E2=80=AFPM Julia Jenkins < jujenkins@thekey.com > wrote: Hi A= ll, I'm reaching out to provide a progress update on= our Project Protect the Castle growth initiative.=C2=A0 <b style=3D"background-color:rgb(244,20