--00000000000055bcdf06484960a2 Content-Type: multipart/alternative; boundary="00000000000055bcde06484960a1" --00000000000055bcde06484960a1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 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 t= o 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, General > Managers > > =E2=9C=93 *Tool Alignment & Training* =E2=80=93 Deep dives into our sales= enablement > resources so you can leverage them with confidence > =E2=9C=93 *Coaching & Best Practice Sharing* =E2=80=93 Practical strategi= es for using our > differentiators (BCM, Dr. Shadi's blogs and books, Life Enrichment Guides= , > etc) in your conversations > =E2=9C=93 *Exclusive Access to Pilot** Initiatives* =E2=80=93 You'll gain= access to > upcoming strategies and resources exclusively for your locations, includi= ng > the Power Bank promo items you've already received! > =E2=9C=93 *Your Questions Answered* =E2=80=93 This is your dedicated time= to troubleshoot > challenges and get tactical support (there are no silly questions; this i= s > your time to get the answers you need to be more