Calendar Delivery Meetings

From
Jackie Summers <jsummers@thekey.com>
To
Sales Leadership Team <salesleadership@thekey.com>, John Champagne <john.champagne@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>
CC
Celeste Lee <celeste.lee@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Timothy Thomas <tt@thekey.com>, Laura Meister <laura.meister@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Lilian Ciesco <lilian.ciesco@thekey.com>, Nicole Sobczak <nicole.sobczak@thekey.com>, Dave Knier <dknier@thekey.com>, Robyn Penick <robyn.penick@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Rick Topete <rick.topete@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Nick Landaker <nlandaker@thekey.com>, Darryl Williams <dwilliams@thekey.com>, Brandy Scott <bdewease@thekey.com>, Judie Ritter <judie.ritter@thekey.com>, Patti Raco-Treamer <patti.raco@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, Tiffany Phillips <tiffany.phillips@thekey.com>, Jade Walters-Nash <jwnash@thekey.com>, John Conaway <jconaway@thekey.com>, Destiny DeHamer <destiny.dehamer@thekey.com>, Mike Werner <michael.werner@thekey.com>, Jay Heenan <jay.heenan@thekey.com>, Lucy Giannattasio <lucylucrezia.giannattasio@thekey.com>, Anna Hetterick <anna.hetterick@thekey.com>, Kaitlyn LeRoux <kaitlyn.leroux@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Jessica Thomas <jessica.thomas@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Megan Harris <megan.harris@thekey.com>, "Bridgett Scherer (Bee)" <bscherer@thekey.com>, Ian Belcher <ian.belcher@thekey.com>, Matthew Spahn <matthew.spahn@thekey.com>, Tammy Ciocatto <tammy.ciocatto@thekey.com>
Date
Fri, 6 Mar 2026 10:27:03 -0800
Folder
INBOX
--0000000000004f84bb064c5f356c Content-Type: multipart/alternative; boundary="0000000000004f84b9064c5f356b" --0000000000004f84b9064c5f356b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello everyone! Leadership is so encouraged that our Calendar Gifting + SLC Programming initiative has kicked off! And that we are seeing Calendar Delivery Mtngs happening and some WINS from this already! Shoutout to CT, NJ, and Virginia Beach for being on the board for *NEW* programming booked due to this initiative! [image: Screenshot 2026-03-06 at 10.12.21=E2=80=AFAM.png] I just wanted to give a reminder that *speed to follow-up after these gifts have been delivered is critical to the success of booking new programming*. While it's top of mind, we want to be visiting and connecting on programming. 1. *You'll **visit your SLC SAP accounts within 2 weeks of delivery (by Fri, March 13) to confirm receipt of their package and talk about bookin= g Programming - Documenting with "Tied to Sales Initiative": 2026 Calendar Delivery Mtng.* 2. *Goal of 2 Programming per Quarter in Q1. The Programming that are being counted in this initiative are differentiator events for TheKey an= d listed below. * 3. *Tip: Life Enrichment Guide #2 is delivering in the coming days - this is PERFECT to bring a copy to t**he Calendar Delivery Mtng. * Goal: 2 Programs per Q includes Speakers Bureau Facilitation to Professionals Speakers Bureau Facilitation to Consumers TimeSlips Facilitation Event Memory Care Cafe Facilitation Mind Fit Series Event Support Group Facilitation Event Life Enrichment Guide Event Facilitation TK Essentials Book Event Facilitation Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Fri, Feb 20, 2026 at 4:26=E2=80=AFPM Jackie Summers wrote: > Hello everyone! > > The Marketing Gift Initiative has kicked off! > *The Calendars packages are on their way! * > > Track your Calendar Gift Deliveries Here > on > the SLC Tab under the yellow "Calendar Tracking Numbers" column. Vancouve= r > has it's own tab. > These went out to SLC on your SAP at the time the initiative started. > > *What to Expect Next: * > > 1. The Deliveries are Signature Required and Attn To: Activities > Director > 2. You'll receive an email when the4 accounts you own have their > package delivered/signed for > 3. You possibly will receive calls/txt/emails from these accounts to > book programming. Should there be a call to the B2B 833 phone number o= n the > card + flyer, the LHA team is being trained on what this initiative is= and > will warm transfer > > the callers to their account owners. > 4. *You'll **visit your SLC SAP accounts within 2 weeks of delivery to > confirm receipt of their package and talk about booking Programming - > Documenting with "Tied to Sales Initiative": 2026 Calendar Delivery Mt= ng.* > (The call to action in the gift and card is to meet and book programmi= ng. > Attached is a screenshot of the progr

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