Hello Regional Directors,
Thank you to everyone who joined our Sales Support Open Office hours with
Ashley today! Here are some takeaways from our call. As always, please let
us know what topics you'd like featured on our next call.
*VA Partnership Strategy*
- We are working on a strategy to expand our wallet share with the VA
nationally!
- There will be a huddle call next week for all existing key
stakeholders: HCLs with an existing VA contract locally + their Leaders to
kick things off.
- Our next strategy is to obtain statewide contracts to expand.
- More details on dates & timing to come next week!
*Pipeline Opportunities*
- This month we are seeing a dip in our conversion mid funnel with
assessments scheduled and completed.
- Opportunity for additional support and/or training for team members
who are now handling intakes and scheduling/completing assessments.
Training resources are listed below.
- *RD Call to Action: Get in your pipeline!*
*Training Resources for Client Facing Roles *
- *Open LMS Online Modules Available on https://learn.thekey.com
<https://learn.thekey.com> (*
<https://docs.google.com/document/d/1d4vPT7A-e9n0fQTPoHSXG5JrOusaSJEkOI8N6ID83lk/edit?userstoinvite=lcontreras@homecareassistance.com&ts=60b655cd&actionButton=1>LMS
Login Guide)
<https://docs.google.com/document/d/1d4vPT7A-e9n0fQTPoHSXG5JrOusaSJEkOI8N6ID83lk/edit?userstoinvite=lcontreras@homecareassistance.com&ts=60b655cd&actionButton=1>
- *Sales Process Trainings *
- The Foundation <https://learn.thekey.com/course/view.php?id=182>
- Planning and Approaching People
<https://learn.thekey.com/course/view.php?id=184>
- <https://learn.thekey.com/course/view.php?id=185>Identifying
Customer Needs <https://learn.thekey.com/course/view.php?id=185>
- <https://learn.thekey.com/course/view.php?id=186>Demonstrating
Value <https://learn.thekey.com/course/view.php?id=186>
- <https://learn.thekey.com/course/view.php?id=187>Negotiating
Problems and Objections
<https://learn.thekey.com/course/view.php?id=187>
- <https://learn.thekey.com/course/view.php?id=188>Gaining Closing
Commitments <https://learn.thekey.com/course/view.php?id=188>
- Closing the Deal: Negotiating Strategies to Increase Sales
<https://learn.thekey.com/enrol/index.php?id=241>
- How to Close a Sale | Working with Clients
<https://learn.thekey.com/enrol/index.php?id=240>
- Customer Value Segmentation
<https://learn.thekey.com/course/view.php?id=201>
- Sales Challenger
<https://learn.thekey.com/course/view.php?id=247>
- *Important Note:* All CSMs should now have access to the Sales
Process courses. If any Team Members don't have access to a
particular Open
LMS course, please email Megan Harris at megan.harris@thekey.com
for access.
- *TheKey Differentiators Resources *
- Scientific Advisory Board Recording
<https://drive.google.com/file/d/1ebwi42VvwbwMAG-xGf0Ts398bwRSJDhX/view?usp=sharing>
- <https://learn.thekey.com/course/view.php?id=145>Introduction to
Balanced Care Method <https://learn.thekey.com/course/view.php?id=145>
- Enhanced Dementia Trainings
<https://learn.thekey.com/course/search.php?areaids=core_course-course&q=enhanced>
- *Intake Resources*
- Intake Best Practices for Client Facing Roles
<https://drive.google.com/file/d/1KMoB0-Me3qBFVuYlu-S0Kem2thr84nYk/view?usp=sharing>
- Call Scripts
<https://drive.google.com/drive/folders/1DzdfJKPN-j_WTtkC3skOP4OPNrBXZ03A?usp=drive_link>
- Email Templates
<https://drive.google.com/drive/folders/1BCLm8j3tl2QcXBcbiNo7e4nErd6JNg9G?usp=drive_link>
- Digital Brochures
<https://drive.google.com/drive/folders/1AA5onUeeyeleQCFPi9phCd55bwoArIfA?usp=drive_link>
- To email to prospective clients and study for being able to articulate
information on our company differentiators
- *Salesforce: *
- Welcome to Salesforce
<https://learn.thekey.com/course/view.php?id=269>
- Salesforce User Guide
<https://docs.google.com/document/u/0/d/1IYM9flq5TKxBjsVTmFxg2EOHuBDP-feD1HnzxPrYwhg/edit>
- Open Office Hours on Thursdays at 10:30-11:30 PT
Please let me know if you have any questions!
Thank you,
--
Julia Jenkins
Director of Inside Sales
*Please note my email has changed:*
jujenkins@TheKey.com <Julia.Jenkins@TheKey.com>
c: (805) 717-7606
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>