--000000000000077d310647ace1ce Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! Kristen Bourne Home Care Liaison kristen.bourne@thekey.com 843-957-6158 On Mon, Jan 5, 2026 at 6:35=E2=80=AFPM Jackie Summers = wrote: > Hello Sales Nation and General Managers - > > If you were unable to attend our National January Toolkit Rollout call > this morning, please do watch the recording below this week as we have a > new playbook full of strategies for you all to break into Never Produced > Accounts!!! > > We all have accounts on our SAP that have Never Produced, and we need to > strategically break in, let this tool drive your interactions! > > *Recording Here of the January Toolkit Rollout Training > * > > Attendance here. > > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Mon, Jan 5, 2026 at 6:00=E2=80=AFAM Jackie Summers wrote: > >> January Toolkit >> >> *Never Produced Playbook * >> >> *Key Marketing Dates* >> >> - Kwanzaa - Dec 26 - Jan 1 >> - New Years Day - Jan 1 >> - Martin Luther King, Jr. (MLK) Day - Jan 19 >> >> *Sales Tools* >> >> Never Produced Playbook *Intended Audience:* TheKey Home Care Liaisons >> (HCLs) working to establish first-time relationships with high-potential >> professional referral partners across six key channels. >> >> *Context:* These strategies address the critical challenge of entering >> accounts that have never referred a start of care/client to TheKey, like= ly >> have existing relationships with competitors, and require differentiated >> value propositions that position TheKey as an implementation partner rat= her >> than a transactional vendor. >> >> *REVIEW NEVER PRODUCED PLAYBOOK HERE* >> >> >> >> *. Salesforce Documentation Requirements* >> >> Document all touchpoints using established fields: >> >> - *Tied to Sales Initiative*: document any events or programming >> completed based 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 >> January 9th. * >> High level, 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, but you >> can upload something to be reviewed and >> - And more! >> >> There are TheKey