Re: January B2B Toolkit

From
Jackie Summers <jsummers@thekey.com>
To
Sales Leadership Team <salesleadership@thekey.com>
CC
bdcorp@thekey.com, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>, Marketing Department <MarketingDept@thekey.com>
Date
Mon, 5 Jan 2026 15:
Folder
INBOX
--000000000000505ae20647ac820b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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, likel= y > have existing relationships with competitors, and require differentiated > value propositions that position TheKey as an implementation partner rath= er > 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 employees with canva accounts associated with thekey.com > emails, if that is you, you received an email from Terrene Vetter on > Monday, Dec 22 with instructions on how to prepare to no longer have acce= ss > to that old canva acount. > > On January 9th, all Sales and Regional Directors of Operations will get a > canva email initiating Single Sign On and further instructions will be > sent. > > If you miss

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