--00000000000013356e06485930ac Content-Type: multipart/alternative; boundary="00000000000013356d06485930ab" --00000000000013356d06485930ab Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Will work on this this morning. Lots of duplicates- I=E2=80=99ll make sure = to touch on all. Patti Raco-Treamer Home Care Liaison (239)216-3333 Patti.raco@thekey.com Inline image On Tue, Jan 13, 2026 at 2:11=E2=80=AFPM Jackie Summers wrote: > The spreadsheet is filtered by Site and alphabetized, so please scroll up > and down on the Category (5) tabs to find your Site Name. Please do not > alter the Filters on the sheet, as it alters the view for everyone else. = :) > > Jay asked a great question - *who** will the Attn be for the gists at > these accounts? * > > For the first Calendar, Programming Flyer and Card initiative, it is goin= g > to *SAP SLC accounts only* the Attn to will be Marketing or Activities > Director. As the card is speaking about Programming. > > For the gift box initiative, that will be going to SAP+P1+P2 for all 5 > categories. I am finalizing the Attn: to for this but > > If you own the account, the card will have your name on the signature; if > it is RevOps Owned, it will be from the company, something like "All the > best, TheKey Home Care" . So if you see accounts who are not in your > ownership but should be, please also update that by Thursday 8am PST. > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Tue, Jan 13, 2026 at 10:51=E2=80=AFAM Jackie Summers > wrote: > >> Whoops! >> Thank you Jade for the callout! Link included below >> >> ACTION NEEDED: Takes ~10 minutes. Please review THIS SPREADSHEET >> and >> review all 5 tabs at the bottom of the sheet (Senior Living, GCM, >> Physician, Wealth Advisor, Attorney) and confirm the accounts listed are >> approved to be given gifts for your sites. >> *Should there be an account you do not want mailed to, I need you to mar= k >> your "DO NOT MAIL REASON" in Column A, and I will exclude them for these >> initiatives.* >> *Please complete by 8am PST on Thursday morning. * >> >> >> Jackie Summers >> Director of Sales Operations >> 951-675-0413 >> TheKey.com [image: TheKey] >> >> >> >> >> >> >> On Tue, Jan 13, 2026 at 10:43=E2=80=AFAM Jackie Summers >> wrote: >> >>> Hello everyone - >>> >>> For our upcoming gifting initiatives mentioned below - I want to ensure >>> you all feel comfortable and confident on who these gifts are going out= to. >>> >>> ACTION NEEDED: Takes ~10 minutes. Please review THIS SPREADSHEET and >>> review all 5 tabs at the bottom of the sheet (Senior Living, GCM, >>> Physician, Wealth Advisor, Attorney) and confirm the accounts listed ar= e >>> approved to be given gifts for your sites. >>> *Should there be an account you do not want mailed to, I need you to >>> mark your "DO NOT MAIL REASON" in Column A, and I will exclude them for >>> these initiatives.* >>> *Please compl