Toolkit Call f/u

Hey team -

*  Engagement History Error - Fixed  *
On our toolkit call yesterday - it was flagged that the HCL's were running
into an error under the Engagement History where they could not see the
email tracking history (image below). I've worked with the SF team and this
has been fixed. You should all be able to see Engagement History on your
B2B contacts to see if they're receiving, opening, clicking, etc on the
Pardot emails that are going out. Thank you!

[image: image.png]

Jackie Summers
Sales Operations Manager
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>





On Mon, Sep 25, 2023 at 11:55 AM Jackie Summers <jsummers@thekey.com> wrote:

> Hello - thank you to all who attended today's B2B Toolkit Review call.
> There's some great content in there that you won't want to miss!
>
> Recording here
> <https://drive.google.com/file/d/1AAhGUnICvQxmgj-n8IL6VwW5ytZMg4Ht/view?usp=sharing>
> .
>
> Attendance here
> <https://docs.google.com/spreadsheets/d/1D0BgfVkkyAX-iFys1-NXnk3osk-CoTb0vDbaShEebgU/edit?usp=sharing>
> .
>
> Jackie Summers
> Sales Operations Manager
> 951-675-0413
> TheKey.com <https://www.thekey.com/>[image: TheKey]
> <https://homecareassistance.com/>
>
>
>
>
>
> On Mon, Sep 25, 2023 at 7:01 AM Ashley Mirone <amirone@thekey.com> wrote:
>
>> September 25th B2B Toolkit
>> *BCM Supplemental Care Plan Guide*
>>
>> As the CSM 6 Week Summer Series has come to a close - one of the
>> resources provided to all team members during that time was a *Balanced
>> Care Method Supplemental Tool*
>> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=dbb40c73f0&e=3a611ad2d8>.
>> This tool guides the planning process of incorporating BCM into a care plan
>> but also provides so many creative ideas!
>>
>> HCLs please feel free to use this tool with your CSMs with your
>> high-profile clients. This tool can help ensure BCM is weaved into these
>> care plans, can be a great teamwork exercise with your CSMs, and allows you
>> to feel confident in speaking to your referral partners about all the ways
>> our caregivers are providing value in the home. Win-Win!
>>
>> *Plan Ahead - Case Management Week Oct 8-14th*
>>
>> Now is the time to start booking events with your hospitals and SNFs to
>> celebrate National Case Management Week October 8-14th!
>>
>> Here are some ideas on how to celebrate your Case Managers this season:
>>
>>    - Provide lunch and share some impactful ways a Case Manager on
>>    staff made an impact on a client's life. Sharing "good gossip" about the
>>    CM's you work with.
>>    - Will your hospital be having any vendor events or celebrations you
>>    can partner up with them on?
>>    - Connect with your Power Partners (HH, Hospice, etc.) in order to
>>    book events at multiple hospitals and SNFs and share budgets
>>       - make it your goal to Never Eat Alone
>>       <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=f882600308&e=3a611ad2d8>
>>       this week.
>>    - Tag your Case Managers and hospitals on the October CM Week post
>>    scheduled in October. Keep an eye out for a Spotlight tool!
>>    - Gift your CM's something that shows you care about their commitment
>>    to their role and care for our aging population. Ideas like: "You
>>    make a difference" lanyard pins
>>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=cec8c9ab61&e=3a611ad2d8>,
>>    gift bags with an appreciation note
>>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=d4922d61fc&e=3a611ad2d8>,
>>    etc. Share your ideas in your group text threads!
>>    - Bring our Hospital One Pager
>>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=ad443a43b7&e=3a611ad2d8>as
>>    a leave-behind after celebrating the CM's
>>    - More ideas at CMSA.org
>>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=b1e24f3a2e&e=3a611ad2d8>
>>
>>
>> Don't miss this opportunity to get in from of your Case Managers and
>> celebrate them! Plan ahead.
>>
>> Advancing Strategies on the heels of this week to come!
>> *BCM Campaign Wins*
>>
>> Many of you have expressed WINS from our BCM email drip campaign that
>> launched for HCL's on 9/14. Here are some of the wins we've heard so far.
>>
>>    - *Top SAP Financial Planner*:
>>       - responded to refer his mother-in-law. Meeting set. (CA)
>>    - *Concierge Physician*:
>>       - lunch meeting set up to intro two new MD’s to TheKey and BCM.
>>       (CA)
>>    - *Sales Director at a SLC*:
>>       - commented on the professionalism of the email and content. (OH)
>>    - *Social Worker at a Hospital*:
>>       - reconnected with the HCL after a stalled relationship. (OH)
>>    - *Case Management Department*:
>>       - forwarded the email to all individuals in her department. (NJ)
>>    - *4 F2F Meetings Booked*:
>>       - 3 Rehabs and one SLC (NJ)
>>    - *Additional Comments*:
>>       - HCL’s receiving replies of acknowledgment (“Thank you.”
>>       “Received”, etc) that the HCL’s are now f/u on. Conversation starters.
>>
>>
>> If you have a meeting or phone call with a contact in response to the
>> email blasts,* please document that meeting/call* using the "Tied to
>> Sales Initiative" dropdown option of > "BCM Email Campaign".
>>
>> All active contacts attached to B2B referral accounts you're the owner
>> of, received emails. If you're curious about a particular contact, please
>> go to their Contact Page and look in the bottom right Engagement History
>> section in order to see if they've opened it, clicked through to the link
>> to watch the BCM video, etc.  (see below image)
>>
>> It could be beneficial to take a peek at their engagement here before
>> stepping into your meetings this week.
>> *End of September Goal*
>>
>>
>> *Differentiator Pitch Deck Here.*
>> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=e7a76db83c&e=3a611ad2d8>
>>
>> *Goal: Each of your Top 20 SAP accounts has a scheduled meeting to review
>> this deck by the End of September.*
>>
>> **Important** Please Document your Salesforce Activity when you've
>> presented the deck with the field “Tied to Marketing Strategy" >
>> "Differentiators Pitch Deck.” This field is how we track all HCL completion
>> of larger B2B Marketing Strategies. Screenshot below.
>>
>>
>> *September PAC Guide*
>>
>> See your guide HERE
>> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=fbc4801059&e=3a611ad2d8>.
>> Case Scenario with an emphasis on the effects of anosognosia and risks to
>> professionals who are unaware of this dementia symptom.
>>
>> *Sales Social Media Marketing Calendar* Click here to access
>> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=ff729b4ad0&e=3a611ad2d8>
>> this month's TheKey social calendar.
>>
>>    - Healthy Aging Month
>>    - World Alzheimer’s Month
>>    - Women’s Health Week – Sept 4 – 10
>>    - National Assisted Living Week – Sept 10 - 16
>>    - Grandparent's Day - Sept 10th
>>    - World Alzheimer’s Day - Sept 21
>>
>>
>>
>>
>>
>>
>>
>> This email was sent to bdcorp@thekey.com
>> *why did I get this?*
>> <https://homecareassistance.us1.list-manage.com/about?u=f1efdeb0dd25f1b019be7a0a6&id=d20eb95586&e=3a611ad2d8&c=8481c472f6>
>>     unsubscribe from this list
>> <https://homecareassistance.us1.list-manage.com/unsubscribe?u=f1efdeb0dd25f1b019be7a0a6&id=d20eb95586&e=3a611ad2d8&c=8481c472f6>
>>     update subscription preferences
>> <https://homecareassistance.us1.list-manage.com/profile?u=f1efdeb0dd25f1b019be7a0a6&id=d20eb95586&e=3a611ad2d8&c=8481c472f6>
>> Home Care Assistance · 221 Main Street · Suite 520 · San Francisco, CA
>> 95105 · USA
>>
>>