Re: ~10minute Action Needed for Gifting Initiative

From
Lilian Ciesco <lilian.ciesco@thekey.com>
To
Jackie Summers <jsummers@thekey.com>
CC
Sales Leadership Team <salesleadership@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Katy Kessler <katy.kessler@thekey.com>, 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>, 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>, Dana Simms <dana.simms@thekey.com>, Rick Topete <rick.topete@thekey.com>, Tarryn Reddy <tarryn.reddy@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>
Date
Tue, 13 Jan 2026 14:11:11 -0500
Folder
INBOX
--000000000000e92a89064849c197 Content-Type: multipart/alternative; boundary="000000000000e92a87064849c196" --000000000000e92a87064849c196 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Jackie!! L~ Lilian Ciesco Area Sales Manager | TheKey Mobile: 860-949-7301 lilian.ciesco@thekey.com On Tue, Jan 13, 2026 at 1:51=E2=80=AFPM 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 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 = 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 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. * >> >> 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 you= r >>> 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

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