Chris Brown - Territory Alignment & Ramp Goals - Calgary

From
Julia Jenkins <jujenkins@thekey.com>
To
Chuck Terlesky <cterlesky@thekey.com>, Ashley Mirone <amirone@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 15 Sep 2025 17
Folder
INBOX
--0000000000003d6c14063ee03192 Content-Type: multipart/alternative; boundary="0000000000003d6c13063ee03191" --0000000000003d6c13063ee03191 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chuck, Tim & Ashley, Please find the summary of our territory alignment session for Chris below. Feel free to let me know if you have any questions or concerns! - *Top 30 SAP List to review with him --> LINK HERE * - We preselected 30 accounts in the sheet above. These will be updated in SF as SAP accounts, however changes to the SAP accounts ca= n be made in Salesforce. - *10+ SLCs =E2=9C=85* - *10+ GCMs =E2=9D=8C* - There are no GCMs in Salesforce for Chris' territory. - *Confirmation of Territory outline created in SF Maps =E2=9C=85* - *Confirmation of 50+ Accounts identified for his ownership =E2=9C=85* - Please note - there are not many accounts in Salesforce for Calgary. Chuck and I discussed how Chris will likely have new account= s to add to Salesforce. - Chuck maintained ownership on his 6 accounts within Chris' new territory. - *Suggested Goal Ramp below:* - *Please note: Chris' 4 week training ends mid October so the goals below start in November* Account Performance Overview: Total # of Inherited Accounts Total SOCs Last 3 Months Total REV Last 3 Months *83* *2* $13,788 Suggested Goal Ramp: Month Starts of Care Target Revenue Target *(USD)* 1 Training Training 2 (Nov) *1* $2,500 3 (Dec) 2 $7,500 4 (Jan) 3 $17,500 *Territory Outline Below:* [image: image.png] Thank you, --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --0000000000003d6c13063ee03191 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chuck, Tim &amp; Ashley, = Please find=C2=A0the summary of our territory alignment session for Ch= ris below. Feel free to let me know=C2=A0if you have any questions or conce= rns! Top 30 = SAP List to review with him --&gt;=C2=A0 LINK HERE We preselected 30 a= ccounts in the sheet above. These will be updated in SF as SAP accounts, ho= wever changes to the SAP accounts can be made in Salesforce. 10+ SLCs=C2= =A0 =E2=9C=85 10+ GCMs=C2= =A0=E2=9D=8C There are no GCMs i= n Salesforce for Chris&#39; territory.=C2=A0 Confirmation of Territory outline creat= ed in SF Maps=C2=A0=C2=A0=E2=9C=85 Confirmation of 50+ Accounts identified for his ownership=C2=A0= =E2=9C=85 Please note - there ar= e not many accounts in Salesforce for Calgary. Chuck and I discussed how Ch= ris will likely have new accounts to add to Salesforce. Chuck maintained ownership on his 6 accounts within Chris&#= 39; new territory. Suggested Goal Ramp below: = Please note: Chris&#39; 4 week training ends mid= October so the goals below start in November Account Perform= ance Overview: <table style=3D"border:none;border-colla

Thread (50)