--0000000000001d3bdd064849c315 Content-Type: multipart/alternative; boundary="0000000000001d3bda064849c314" --0000000000001d3bda064849c314 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The spreadsheet is filtered by Site and alphabetized, so please scroll up and down on the Category (5) tabs to find your Site Name. Please do not alter the Filters on the sheet, as it alters the view for everyone else. :) Jay asked a great question - *who** will the Attn be for the gists at these accounts? * For the first Calendar, Programming Flyer and Card initiative, it is going to *SAP SLC accounts only* the Attn to will be Marketing or Activities Director. As the card is speaking about Programming. For the gift box initiative, that will be going to SAP+P1+P2 for all 5 categories. I am finalizing the Attn: to for this but If you own the account, the card will have your name on the signature; if it is RevOps Owned, it will be from the company, something like "All the best, TheKey Home Care" . So if you see accounts who are not in your ownership but should be, please also update that by Thursday 8am PST. Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] On Tue, Jan 13, 2026 at 10:51=E2=80=AFAM Jackie Summers wrote: > Whoops! > Thank you Jade for the callout! Link included below > > 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. * > > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Tue, Jan 13, 2026 at 10:43=E2=80=AFAM Jackie Summers > wrote: > >> 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 mar= k >> 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