--000000000000e5d19c064d553b50 Content-Type: text/plain; charset="UTF-8" Hi Team, I'm grateful to see the updated Community Resource Guide in action; it's great to hear of a referral sent thru from the team. As we grow, I want to ensure we present a united front and protect the brand we've worked hard to build. To keep our momentum going and ensure no one is left "out of the loop", I have a few quick process updates: *Referral Outs and Salesforce* When you send a referral out, please CC me on the email. This helps me maintain continuity when the partner reaches out to me directly. Also, let's make sure these are logged in Salesforce. It's one of our best tools for proving our value to partners. (Note: I've already logged the recent referral out today after hearing about it from the referral source.) If anyone needs a quick refresher on the logging process, just give me a shout - I'm happy to walk thru it with you. *Communication* We're all busy in meetings, but if your schedule shifts last minute (especially for scheduled SAP meetings), please give me a quick heads up via chat or text with the specific change. This helps me manage the account's expectations so we don't lose the trust we've built. *Team Coordination/ECP + SAPs* Great work everyone on coordinating a lunch for ECP this Friday! Since I'll likely be onsite for co-marketing around the same time, could you send over the specific time you'll be there? I want to make sure we're using a 'divide and conquer' approach effectively. If I know when you're popping in, I can either join you or stay out of the way to avoid duplicating efforts. Generally, if you have a significant conversation with an SAP director or staff member, a quick 'heads up' memo helps us all stay on the same page for future bridge conversations. Thank you all for the hard work and keeping the communication lines open. Warm Regards, Micah -- *Micah Jakoblich* *Milwaukee Home Care Liaison* O: (414) 964-8000 C: (414) 242-5803 TheKey.com [image: TheKey] --000000000000e5d19c064d553b50 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, I'm grateful to see the updated Community Resour= ce Guide in action; it's great to hear of a referral sent thru from the= team. As we grow, I want to e= nsure we present a united front and protect the brand we've worked hard= to build. To keep our momentum going and ensure no one is left "out o= f the loop", I have a few quick process updates: Referral Outs and Salesforce When yo= u send a referral out, please CC me on the email. This helps me maintain co= ntinuity when the partner reaches out to me directly. Also, let's make = sure these are logged in Salesforce. It's one of our best tools for pro= ving our value to partners. (Note: I&#= 39;ve already logged the recent referral out today after hearing about it f= rom the referral source.)=C2=A0If anyone needs a quick refresher on the log= ging process, just give me a shout