Hello team,
A new link for the sample Pardot email template is *HERE
<https://go.thekey.com/webmail/934843/995614044/7d88511a5f2327d4cde81b196d2aaf233d8548348da27c1cbd3f93c2be1fa56c>.
*I hope this produces wonderful warm connections and meetings!
Jackie Summers
Director of Sales Operations
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>
On Fri, Jul 12, 2024 at 5:59 AM Ashley Mirone <amirone@thekey.com> wrote:
> Week of July 15th B2B Toolkit
>
> *SLC Referral Accounts Update in Salesforce*
>
> We are moving away from separating Senior Living Communities into multiple
> 'child accounts' for the various levels of care that the community offers
> (IL, AL, Memory Care, etc). This will improve the reporting accuracy & true
> momentum of your SLC accounts and also simplify documentation expectations
> with that SLC in Salesforce.
>
> *Moving forward, when creating new SLC accounts, please enter only one
> singular Referral Account for any given Senior Living Community property. *
>
> We recently performed a data cleanup to merge many of our SLC 'child
> accounts' into their respective 'parent accounts' after notifying the
> account owners. It is possible some accounts were overlooked. *If you
> currently own any SLC accounts that are still separated into multiple
> different accounts for the same SLC property, please follow the
> instructions on page 16 of our HCL Salesforce Playbook
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=293e3b2077&e=3a611ad2d8>
> to request those accounts to be merged. *
>
>
>
> *NEW Pardot Email Drip Campaign 7/18 *
>
> On Thursday, July 18th our Sales Operations Team will be launching a new
> Salesforce Pardot Email Drip campaign focused around our BCM pillar of *Move
> More* and the importance of physical activity as we age.
>
> Please see the email SAMPLE HERE
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=b85a1be58f&e=3a611ad2d8>.
> If there are any questions or concerns please reach out to Jackie Summers.
> *July PAC Topic*
>
> *Click HERE*
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=aa758944b6&e=3a611ad2d8>
> to read this month's PAC topic.
>
> In light of Independence Day, this month's case study centers around the
> Independence of our aging clients/residents/patience. With a Case Study on
> Earl who wishes to remain in his home despite cognitive decline.
> *Sales Social Media Marketing Calendar*
> Click here to access
> <https://homecareassistance.us1.list-manage.com/track/click?u=f1efdeb0dd25f1b019be7a0a6&id=567654d0a5&e=3a611ad2d8>
> this month's TheKey social calendar.
>
> ***NOTE*** There are blue highlighted rows for our states selling
> Concierge Nursing. HCL's who do not have this in their state, please *do
> not* post those topics.
>
> July:
>
> - Independence Day - 7/4
> - International Self-Care Day - 7/24
>
>
>
>
>
>
>
> This email was sent to bdcorp@thekey.com
> *why did I get this?*
> <https://homecareassistance.us1.list-manage.com/about?u=f1efdeb0dd25f1b019be7a0a6&id=d20eb95586&e=3a611ad2d8&c=48a5fc64d6>
> unsubscribe from this list
> <https://homecareassistance.us1.list-manage.com/unsubscribe?u=f1efdeb0dd25f1b019be7a0a6&id=d20eb95586&t=b&e=3a611ad2d8&c=48a5fc64d6>
> update subscription preferences
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> Home Care Assistance · 221 Main Street · Suite 520 · San Francisco, CA
> 95105 · USA
>
>