This is a multi-part message in MIME format --_----------=_MCPart_1041828826 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** April Toolkit ------------------------------------------------------------ Senior Living Pitch Deck=2C Nutrition Tracker=2C and Life Enrichment Guide= #3 Key Marketing Dates * Occupational Therapy Month (US) * Parkinson=E2=80=99s Awareness Month * Stress Awareness Month (US) * National Public Health Week =E2=80=93 April 6-12 (US) * National Self Care Day - April 5th (US) *Optional: Self Care Kits Dropof= fs* * World Health Day - April 7th * World Parkinson=E2=80=99s Day - April 11th Sales Tools ** Post - Physician's Week Documentation Due Wednesday=2C March 31 ------------------------------------------------------------ In March's Toolkit=2C we rolled out a Physician's Week (Mar 25 - 31) Strat= egy that outlined tools being sent to every HCL (flyers and promo items)= =2C a strategic approach with speaking notes included=2C and instructions= on how to document. Goal: was to visit and drop off your physician flyer and promo to 6 physic= ians (Geriatrician and Concierge preferred). Now that the week is finished= =2C please see the documentation steps below and ensure you've documented= your Physician's Week visits! Salesforce Documentation Requirements Document all touchpoints using established fields: * Tied to Sales Initiative: "Physician's Week" * Collateral Given: =E2=80=9CB2B Promo" and "B2B Referral Partner Insert" ** Refreshed SLC Pitch Deck ------------------------------------------------------------ Who is the intended audience? Senior Living Communities=2C Executive Directors=2C Sales & Marketing=2C A= ctivities Planner What stage of the journey are they in? Awareness=2C Consideration (Re-Consideration) What is the desired action from this asset? * Understand our services * Understand our differentiators from our competitors * Understand how we partner and work within communities * Book on-site programming * Prompt a PPA meeting What message does this presentation deliver? * We help you keep residents safe=2C supported=2C and engaged longer * We reduce operational burden by offering turnkey support Target * Offer this pitch deck to any SLC on your SAP that is in one of the follo= wing statuses: + Never Produced - The Account has never produced a client start + Declining - The Account has produced at least one client in the past=2C= but has not produced a client start in the last 6 months + Stalled - The Account has produced at least one client in the past but h= as not produced new client start in the last 12 months (Non-Trusted Adviso= r Category Accounts) or 24 months (Trusted Advisor Category Accounts) * How would you know? The Referral Account Momentum Report on Tableau > Fi= lter to Account Status of these three=2C Current SAP =3D Yes=2C Account Ca= tegory =3D Senior Living=2C and your name for Referral Account Owner. Access to the Tool: 1. See Template He