Re: Project Castle Workbooks Project 318 Actions & Documentation Training Materials

From
Julia Jenkins <jujenkins@thekey.com>
To
Jackie Summers <jsummers@thekey.com>, Timothy Thomas <tt@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>
Date
Tue, 7 May 2024 16:46:23 -0700
Folder
INBOX
--00000000000052a33d0617e5cdc1 Content-Type: multipart/alternative; boundary="00000000000052a33a0617e5cdc0" --00000000000052a33a0617e5cdc0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, Thank you for your patience as I have been out of the office! Please find a new Canada division workbook for Project Castle below. *Canada Division - Top 10 Revenue Generating Referral Accounts by Site* Please note, I supplemented some Sites that do not have 10 accounts with revenue in the past 12 months with accounts with lifetime revenue. However there are still some sites that do not have 10 B2B accounts with lifetime revenue. Please let me know if you have any questions! Thank you, On Fri, May 3, 2024 at 5:39=E2=80=AFPM Jackie Summers = wrote: > Hello - I've added the new tab with CAN locations and GM's associated. > It's ready for data to be inserted once Julia is back in office. Thank yo= u! > > Jackie Summers > Sales Operations Manager > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Thu, May 2, 2024 at 7:16=E2=80=AFAM Timothy Thomas wro= te: > >> Thanks Ashley! >> >> On Thu, May 2, 2024 at 10:13=E2=80=AFAM Ashley Mirone wrote: >> >>> Tim - This was our miss so we will jump on it for you. Our goal was to >>> include all locations so this was an oversight on our part but not >>> intentional. I appreciate the reach out and your understanding. >>> >>> +Julia Jenkins CAN weren't included in Project >>> Castle. Upon your return on Tuesday can you please pull the data and ad= d it >>> to the East division sheet for Tim to operationalize. >>> >>> +Jackie Summers Can you please begin to fill out >>> the tab for Tim and add the CAN GMs by site and make sure they are incl= uded >>> in your open office hours. >>> >>> Much appreciated. >>> 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 7:04=E2=80=AFAM Timothy Thomas w= rote: >>> >>>> Yes I would definitely like them to be involved. >>>> >>>> That said, I didn't see Canada listed on the Top 10 accounts for >>>> Castle. I think that project should take priority for now. Thoughts? >>>> >>>> On Thu, May 2, 2024 at 9:59=E2=80=AFAM Ashley Mirone >>>> wrote: >>>> >>>>> 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 

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