--00000000000085ccac064094b1d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello everyone! Thank you to all who attended yesterday's National Toolkit Rollout call for Oct! Also - the update on the Fall Activity Word Search has been updated as of ~30mins from this call. If anyone is getting local printer quotes for their CM or Estate Planning cards and it's pricey, you can lower the card stock to a thinner card to allow the price to go down. Thank you all! If you missed that call: RECORDING HERE Attendance Tracking here. Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] ---------- Forwarded message --------- From: Ashley Mirone Date: Mon, Oct 6, 2025 at 7:47=E2=80=AFAM Subject: October B2B Toolkit To: October Toolkit *National Case Management + Estate Planning Awareness* *Weekly Activity: SLC, GCM, Concierge Physician, Trusted Advisors* *Key Marketing Dates* - National Physical Therapy Month - Breast Cancer Awareness Month - *National Case Management Week Oct 12=E2=80=9318* - *National Estate Planning Awareness Week Oct 20-26* - World Hospice & Palliative Care Day Oct 11 - World Financial Planning Day Oct 8 *Sales Tools* Weekly Resident/Client Engagement Activities We recognize the value in having new things to bring into your accounts* every single week!* With that, we're starting a weekly activity one-pager (~4 per month) that will allow you to bring in a new and exciting item to all of your priority SLC residents. *Target: *P1+P2 SLC Residents and Clients, *General Managers:* please pass this along to your CSM's to implement with our caregivers to provide value in the home! *Goal:* Increase P1+P2 activity weekly, brand awareness, and value creation for our SLC partners *October Activity Sheets Here* - Crossword - Word Search - Word Scramble - Maze *Next Steps: * - Print out your tools. - Bring them in weekly (not giving all 4 out at once). - Create "buzz" around the new activities that will be coming out from TheKey. - As you're passing out the activities - remind the residents not to cheat and see the answers on the back, but to also note there is information on TheKey and how we can support when a "little extra help i= s needed". - Foster discussions with residents on our services and whether they have a need for support or know someone who does. *Documenting Activity + Collateral Dropped off* To document your use of the above tools, use the following dropdown option - *Tied to Sales Initiative*: Engagement Activity One Pagers - *Collateral + Promo Given*: Engagement Activity One Pagers *Key Marketing Dates* *National Case Management Week Oct 12=E2=80=9318* *"Resource to Outsource" Campaign for Hospital & SNF Partners* *Intended Audience:* P1+P2 hospital and skilled nursing facility accounts *Preparation Steps (Week of Oct