=?utf-8?Q?January=20B2B=20Toolkit?=

From
Jackie Summers <jsummers@thekey.com>
To
<RegionalDirectors@TheKey.com>
Date
2026-01-05 14:00:18
Folder
INBOX
This is a multi-part message in MIME format --_----------=_MCPart_1947454563 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** January Toolkit ------------------------------------------------------------ Never Produced Playbook Key Marketing Dates * Kwanzaa - Dec 26 - Jan 1 * New Years Day - Jan 1 * Martin Luther King=2C Jr. (MLK) Day - Jan 19 Sales Tools ** Never Produced Playbook ------------------------------------------------------------ Intended Audience: TheKey Home Care Liaisons (HCLs) working to establish f= irst-time relationships with high-potential professional referral partners= across six key channels. Context: These strategies address the critical challenge of entering accou= nts that have never referred a start of care/client to TheKey=2C likely ha= ve existing relationships with competitors=2C and require differentiated v= alue propositions that position TheKey as an implementation partner rather= than a transactional vendor. =2E Salesforce Documentation Requirements Document all touchpoints using established fields: * Tied to Sales Initiative: document any events or programming completed b= ased on strategies within this playbook * Collateral + Promo Given: document any collateral or promo used based on= strategies within this playbook ** Sales is Getting Canva Enterprise - Jan 9th ------------------------------------------------------------ Exciting News for Our Sales Team! We're thrilled to announce that you'll be getting Canva Enterprise on Janu= ary 9th. High level=2C what does this mean: * You can edit approved templates * You can personalize your contact info on many of our most popular pieces * You can download virtual copies of many of our most popular pieces * You can customize content * You cannot publish or upload new assets without approval=2C but you can= upload something to be reviewed and * And more! There are TheKey employees with canva accounts associated with thekey.com= emails=2C if that is you=2C you received an email from Terrene Vetter on= Monday=2C Dec 22 with instructions on how to prepare to no longer have ac= cess to that old canva acount. On January 9th=2C all Sales and Regional Directors of Operations will get= a canva email initiating Single Sign On and further instructions will be= sent. If you missed both of the Canva Enterprise Trainings=2Cplease watch the re= cording here prior to Jan 9th. (https://canva.zoom.us/rec/share/vgQbOoPlo= uFkdCsWmmiAcpx32y-E36vTNEAOb0oe2O8xTEdKcWdh7Kko3hL6I41n.n86cKgwBsJ9vPIaJ) ** New Life Enrichment Guide - Coming in January ------------------------------------------------------------ A new Life Enrichment Guide will be shipping to you all by the 3rd week of= January. Please be on the lookout for more information on shipment tracki= ng and plan accordingly for visits to your accounts and possible Life Enri= chment Events within your communities. _________________ STRATEGY FOR USE: In preparation for utilizing the g

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