--000000000000703cfb061d4d3424 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello team, A new link for the sample Pardot email template is *HERE . *I hope this produces wonderful warm connections and meetings! Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Fri, Jul 12, 2024 at 5:59=E2=80=AFAM Ashley Mirone = wrote: > Week of July 15th B2B Toolkit > > *SLC Referral Accounts Update in Salesforce* > > We are moving away from separating Senior Living Communities into multipl= e > 'child accounts' for the various levels of care that the community offers > (IL, AL, Memory Care, etc). This will improve the reporting accuracy & tr= ue > momentum of your SLC accounts and also simplify documentation expectation= s > with that SLC in Salesforce. > > *Moving forward, when creating new SLC accounts, please enter only one > singular Referral Account for any given Senior Living Community property.= * > > We recently performed a data cleanup to merge many of our SLC 'child > accounts' into their respective 'parent accounts' after notifying the > account owners. It is possible some accounts were overlooked. *If you > currently own any SLC accounts that are still separated into multiple > different accounts for the same SLC property, please follow the > instructions on page 16 of our HCL Salesforce Playbook > > to request those accounts to be merged. * > > > > *NEW Pardot Email Drip Campaign 7/18 * > > On Thursday, July 18th our Sales Operations Team will be launching a new > Salesforce Pardot Email Drip campaign focused around our BCM pillar of *M= ove > More* and the importance of physical activity as we age. > > Please see the email SAMPLE HERE > . > If there are any questions or concerns please reach out to Jackie Summers= . > *July PAC Topic* > > *Click HERE* > > to read this month's PAC topic. > > In light of Independence Day, this month's case study centers around the > Independence of our aging clients/residents/patience. With a Case Study o= n > Earl who wishes to remain in his home despite cognitive decline. > *Sales Social Media Marketing Calendar* > Click here to access > > this month's TheKey social calendar. > > ***NOTE*** There are blue highlighted rows for our states selling > Concierge Nursing. HCL's who do not have this in their state, please *do > not* post those topics. > > July: > > - Independence Day - 7/4 > - International Self-Care Day - 7/24 > > > > > > > > This email was sent to bdcorp@thekey.com > *why did I get this?* > > unsubscribe from this list > > update subscription preferences > > Home Care Assistance =C2=B7 221 Main Street =C2=B7 Suite 520 =C2=B7 San F= rancisco, CA > 95105 =C2=B7 USA > > --000000000000703cfb061d4d3424 Content-Type: text/html; charset="UTF-8" Conten