Re: ~10minute Action Needed for Gifting Initiative

--00000000000002eff00648497cd2 Content-Type: multipart/alternative; boundary="00000000000002efef0648497cd1" --00000000000002efef0648497cd1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 mark 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 t= o. > > 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 mark > your "DO NOT MAIL REASON" in Column A, and I will exclude them for these > initiatives.* > *Please complete by 8am PST on Thursday morning. * > > I highlighted in blue the acct names and yellow the Site Names > (Alphabetically by site name!). Sample below. > > [image: Screenshot 2026-01-13 at 10.35.02=E2=80=AFAM.png] > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Mon, Jan 5, 2026 at 5:08=E2=80=AFPM Jackie Summers wrote: > >> Hi Team, >> >> I'm excited to share that your office has been selected to receive >> additional sales enablement support as we head into 2026! >> >> *Starting in January, we'll be launching monthly Sales Enablement Calls* >> specifically designed to give your Sales Team (+GMs) the coaching, >> resources, and strategic alignment you need to accelerate growth in your >> market. These aren't just check-in calls=E2=80=94they're dedicated time = to ensure >> you're equipped with everything our B2B Marketing has to offer. >> >> *Chosen Pilot Locations: *Vancouver, Connecticut, Raleigh, San >> Diego, Santa Rosa, Roanoke/Lynchburg, Sacramento, Virginia >> Beach, Naples, New Jersey, Spokane, New York. >> >> Your office was chosen for this program because we see tremendous >> opportunity in your market, and we want to make sure you have every >> advantage to capitalize on it. Consider this your VIP access to B2B >> marketing support. >> What to Expect on These Calls: >> >> Attendees by office location: Jackie Summers, Sales Team Members, Genera= l >> Managers >> >> =E2=9C=93 *Tool Alignment