Hello Sales Nation,
Thank you to all who were able to attend our B2B Toolkit review call this
morning. We're excited for this week's email drip campaign to go out ~
don't miss it below.
We had a lot of engaging questions about using our Social Media Calendar -
so if you need a refresher on any of the following, watch the recording!
How to: make a post on LinkedIn, attach photos, and schedule posts in
advance.
Recording here.
<https://drive.google.com/file/d/1cUJGlkBOKbktOjHAhQzAILnw0bctDq3f/view?usp=sharing>
Attendee List Here.
<https://docs.google.com/spreadsheets/d/1A3w_8MRciJ0KcCqhqf2ieIobhrppEieS661zgWcoLNM/edit?usp=sharing>
Jackie Summers
Sales Operations Manager
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>
---------- Forwarded message ---------
From: Ashley Mirone <amirone@thekey.com>
Date: Mon, Dec 11, 2023 at 5:59 AM
Subject: Week of December 11th B2B Toolkit
To: <salesleadership@homecareassistance.com>
December 11th B2B Toolkit
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=83f2d3e017&e=fedcc11a74>
**NEW* Pardot Drip Campaign:*
This week we will be sending out our newest Pardot Email Drip Campaign on
Wednesday, Dec 13th. The topic of this campaign is the power of our
Professional Advisory Council Groups. These groups have proven to be an
extremely valuable sales enablement tool for Sales Nation. As well as a
benefit to the members who've been a part of the groups. Our goal is to
help you all spread the word about this valuable group and possibly add new
members to your group.
Click here
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=6f74f18fd3&e=fedcc11a74>
to view a video on PAC best practices from a fellow HCL, Kevin Symes (Los
Gatos, CA). He talks to us about how he's built TWO successful PAC groups
in his area! And his tips and tricks for making these groups successful.
To view the email that will be going out on your behalf to your active
referral account contacts, please see the PAC Email Template
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=473146fa67&e=fedcc11a74>
.
A testimonial from one of Kevin's PAC Members:
*"One clear benefit of the group is the cross-referrals, the sharing of
clients between the members. Deeper relationships with various members
create trusted resource partners, and I pitch this to my own clients." —
Senior Living Advisor, Bay Area, CA*
If there are any questions about what PAC is, its value, or how to get
started, check out our PAC Playbook
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=d25709837e&e=fedcc11a74>
.
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=b4ca8b174c&e=fedcc11a74>
**VIDEO* Power Partner Success + Case Studies*
We have our Director of Strategy and Growth for the Western Region, Vanessa
Treadwell, on the mic speaking about one of her superpowers, which is
LEVERAGING POWER PARTNERS. In this video (linked here
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=ba77695f08&e=fedcc11a74>)
she dives into her best practices on how to leverage your power partners
and two case studies of real-life examples from her days in the field.
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=9cdb57f838&e=fedcc11a74>
*HCL Salesforce Playbook:*
We have a new sales-specific HCL Salesforce Playbook
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=c83ed78f99&e=fedcc11a74>
that houses the most common sales CRM questions, step-by-step instructions,
and video tutorials. Julia Jenkins recently rolled out the new
Gmail/Salesforce Integration tool, all instructions are housed in this
resource.
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=ad79e35f5b&e=fedcc11a74>
*Our Goal: Every HCL Hosts TimeSlips by EOY*
As we round out the end of 2023 and are now fully trained and ready to hit
the field with TimeSlips, the goal from Sales Leadership is to *host your
first TimeSlips session by the end of the year.*
Note: please document your efforts in your SF activity under "Tied to Sales
Initiative", as noted above.
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=b3596f6ef7&e=fedcc11a74>
*Timeline and Due Dates of Q1 2024 SAP.*
Week of 11/20 - 11/24: All HCLs to complete a review of current SAP
performance and use the checkbox for the completion of all "Actions 1, 2,
3" that were completed on your Q4 SAP Plan in Salesforce. HCLs to start
thinking through any necessary adjustments/strategies that may be
advantageous for the coming quarter.
Weeks of 11/27 - 12/8: All HCLs to attend a meeting with their Director of
Strategy and Growth and Regional Director of Operations (separate from
regular scheduled coaching calls) to review SAP Account Workbooks and align
on top 20 accounts for Q1. Meeting invites will be sent by Directors of
Strategy & Growth. HCLs can start submitting Q1 SAPs in Salesforce after
these meetings.
Weeks of 12/11 - 12/22: HCLs to complete SAP submissions for each of their
top 20 accounts. Use the "Submit for Approval" button to send each of the
20 SAP's to your Sales Leader for review.
HCL DUE DATE: Friday 12/22: HCLs to submit all Q1 Top 20 SAP's for approval
in Salesforce by EOD. **Please note— this is one week prior to the start of
the new quarter**
Week of 12/25 - 12/29: DSGs to review SAP submissions in Salesforce and
work through any adjustments needed with their HCLs.
DSG DUE DATE: Friday 12/29: DSGs to approve all Q1 SAP's by EOD.
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=932af1aec6&e=fedcc11a74>
*December PAC Topic*
*Click HERE*
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=15c44cd022&e=fedcc11a74>
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=4c9a48fb37&e=fedcc11a74>
to read our newest complicated Case Scenario around Special Needs Trusts.
*Sales Social Media Marketing Calendar*
Click here to access
<https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=1829752738&e=fedcc11a74>
this month's TheKey social calendar.
- Women’s Brain Health Day - December 2nd
This email was sent to salesleadership@homecareassistance.com
*why did I get this?*
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95105 · USA