Re: November B2B Toolkit

Hello Sales and GM's!

Please see the Tracking Info here for your Dr. Shadi books
<https://docs.google.com/spreadsheets/d/1ec-3blf_sPHI3uqFOCkkKpICL5sLvOXpAZC6e_nwBfY/edit?usp=sharing>
that are coming soon. Please review and once you receive your items -
please use the "Arrival Date" field to confirm your receipt. @Megan Harris
<megan.harris@thekey.com> supported us in these orders (THANK YOU!). So any
questions, can you please loop her in.
Reminder: we've decided these would be shipped to personal addresses to
help the ease of delivery and you all having the items are your disposal to
pop into your truck to hit the field! (CAN per leadership is being
delivered to the offices).

Let's make sure we're taking a peak at the strategy below for these books
and ensure we're documenting their usage!

 *Documenting Activity + Collateral Dropped off*
On the event activity in Salesforce:

   - Tied to Sales Initiative if you host an event on a chapter in the book
   - Collateral documenting if you're dropping off the book.

[image: Screenshot 2025-11-12 at 10.31.00 AM.png]

[image: Screenshot 2025-11-12 at 10.31.45 AM.png]

Jackie Summers
Director of Sales Operations
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>





On Mon, Nov 3, 2025 at 8:30 AM Ashley Mirone <amirone@thekey.com> wrote:

> November Toolkit
>
> *National Case Management + Estate Planning Awareness*
> *Weekly Activity: SLC, GCM, Concierge Physician, Trusted Advisors*
>
>
> *Key Marketing Dates*
>
>    - Alzheimer’s Awareness Month
>    - National Family Caregivers Month
>    - National Hospice Palliative Care Month
>    - National Home Health Care Month
>    - Veterans Day - 11th
>
>
> Canada:
> Fall Prevention Month (CAN)
> National Senior Safety Week 6 – 12 (CAN)
> Remembrance Day (CAN) - 11th
>
> *Sales Tools*
>
> Veteran's Day Pinning Ceremony
>
> Veterans Day is approaching in the US, and this is a great time to be in
> your Senior Living Communities, interfacing with both residents and their
> loved ones.
> STRATEGY OVERVIEW
>
> *Date and Time*: Confirm an event time and location within your Top SAP
> Senior Living Communities. You will receive 60 medal VA Pins to your office
> by Thursday, Nov 6th.
>
> *Confirm Pin Boxes Arrived*
> GM or Sales - *Please Confirm Receipt of your Office's VA Pins Here. *
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=691df7f90c&e=4e24e644aa> on
> the yellow left-hand column by writing your initials or name.
> *SLC to Invite Family + Loved Ones*: ask the community to identify which
> residents are veterans so that you ensure you have enough pins and so that
> the community could send an email to the veteran's loved ones and families
> letting them know the date and time of the pinning ceremony and inviting
> them to join and be a part of the celebration.
>
> *Print Certificates* - after you've received the resident names who are
> veterans, you can use the certificate linked here
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=cc33f940c0&e=4e24e644aa>
> to have for the ceremony
>
> *Speaking Notes for the Event *- we've provided guided speaking notes here
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=340174af87&e=4e24e644aa>
> to perform the ceremony and show honor to these veterans.
>
> *Photos and Videos* - after asking the community if photos/videos are
> allowed, capture the moments or ask community staff to capture the moments
> and post them on LinkedIn, tagging your referral partners and their
> community business page!
>
>  *  Documenting*
>
> When documenting this event in Salesforce, use the *Tied to Sales
> Initiative dropdown: VA Pinning Ceremony*
> Dr. Shadi TheKey Essentials Book Strategy
>
> We're pleased to announce that Dr. Shadi Gholizadeh has authored a book
> called TheKey Essentials: Navigating Cognitive Change, which will be a part
> of a series of books to come—Solidifying TheKey as a leader in the realms
> of aging and in-home care.
> TheKey Essentials - Navigating Cognitive Change - Enablement Guide
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=8053246d38&e=4e24e644aa>
>
> *ACTION NEEDED BY SALES AND GM's BY TUESDAY, NOV 4th*
> Please check your address in Workday if you've had a recent address change
> and ensure your personal address is correct by Tuesday, Nov 4th EOD. On
> Wednesday, Dr. Shadi's team will be shipping books to your direct homes in
> order to ensure you're able to execute the above Enablement Guide
> strategies. This is for both Sales and General Managers.
>
> *STRATEGY OVERVIEW*
> **All details for this strategy (email templates, who to promote to, PAC
> guide, etc) are in the Enablement Guide
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=566381b4f4&e=4e24e644aa>
>
> *PAC Guide Facilitation*
> Reviewing one Chapter from the book (guidance provided in the Enablement
> Guide)
> Books to be passed out the week prior
> Facilitation, Discussion Questions/Answers provided
>
> *In-Services*
> Reviewing one Chapter from the book (guidance provided in the Enablement
> Guide)
> Books to be passed out the week prior OR give a Summary Review prior to
> discussion
> Facilitation, Discussion Questions/Answers provided
>
> *Handed at Assessments*
> SAP + P1+P2 Account Assessments
> Where Cognitive Concern is noted
>
> *Social + Email*
> Social Post in our Nov Social Calendar is provided at the bottom of this
> toolkit email.
> Email Drip Campaign will be sent out in November notifying your accounts
> of this book and offering for you to bring one by!
> New Speakers Bureau Topic In an effort to continue building upon our
> wonderful lineup of Speakers Bureau topics, we have teo new decks from Dr.
> Shadi that we have available to us to hit the field with!
>
> Topic: *The Gift of Friendship: Why Our Social Circles Matter More than
> Ever as We Age *
> Audience: Resident or professional facing
> Tools:
>
>    - The Gift of Friendship Deck
>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=c068156f9c&e=4e24e644aa>
>    - The Art of Asking Beautiful Questions Handout
>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=2559e7d969&e=4e24e644aa>
>    - Intergenerational Friendship Handout
>    <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=dd870b550b&e=4e24e644aa>
>
> Our Speakers Bureau Flyer Here
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=7a15f888a0&e=4e24e644aa>
> has been updated and added to the Mimeo Marketing Ordering Center through
> Coupa for you to personalize with your name and contact information.
>
>  *Documenting Activity + Collateral Dropped off*
>
> To document your use of the above tools, use the following dropdown option
>
>    - *Tied to Sales Initiative*: TK Speakers Bureau Facilitation
>    - *Collateral + Promo Given*: Speakers Bureau Flyer or Invite
>
>
> 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
>
> *November Activity Sheets Here*
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=2cb29eacf0&e=4e24e644aa>
>
>    - Crossword - (non CT)
>    - Rebus Puzzle - (non CT)
>    - Gentle Exercises
>    - Collaborative Storytelling - Memory Care Specific, guided TimeSlips
>    style activity for Loved Ones and Staff to perform with residents
>
> *Next Steps: *
>
>    - Print out your tools.
>    - Bring them in one week at a time (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 is
>    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
>
>
>
> Upcoming Salesforce Email Campaigns w/o Nov 3 - New Speakers Bureau Topic
> on Friendship, TheKeyMatch
> w/o Nov 10 - Veterans Day, Remembrance Day (Canada), SLC Level of Care
> Transitions (IL,AL, MC)
> w/o Nov 17 - Life Enrichment Guides, Dr. Shadi Dementia Book
> w/o Nov 24 - Gratitude and Grace in the Season of Care, A Re-Send Drip
> *November PAC Topic*
>
> *Click HERE*
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=52648321ff&e=4e24e644aa>
>   to read this month's PAC topic.
>
> Topic: Understanding Anosognosia Chapter from Dr. Shadi's New Book
> *Sales Social Media Marketing Calendar*
> Click here to access
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0