fyi
---------- Forwarded message ---------
From: Matt Neal <mneal@thekey.com>
Date: Wed, Jul 6, 2022 at 6:05 PM
Subject: Fwd: SLC Partnership: Roll-Out Plan @ Tue, Jul 5, 2022 2:30pm –
3:00pm (GMT-07)
To: Angie Markwell <angie.markwell@thekey.com>, Chen Xie <
chen@homecareassistance.com>, Melissa Reyes <
melissa.reyes@homecareassistance.com>, David Durbin <
david.durbin@homecareassistance.com>
FYI - Senior living community pitch deck below in case you want to use it.
My team can customize for any opportunities you want to go after that
aren't already active through your HCLs.
Dave - thought Patchet might be able to run with this too if you wanted to
share with him.
---------- Forwarded message ---------
From: Kathryn Allen <kzakskorn@thekey.com>
Date: Wed, Jul 6, 2022 at 1:59 PM
Subject: Re: SLC Partnership: Roll-Out Plan @ Tue, Jul 5, 2022 2:30pm –
3:00pm (GMT-07)
To: Lucas Motro <lmotro@thekey.com>
Cc: Jackie Summers <jsummers@thekey.com>, Kathryn Allen <
kzakskorn@homecareassistance.com>, Megan Wisniewski <mwisniewski@thekey.com>,
Tim Specht <tspecht@thekey.com>, Matthew Neal <mneal@thekey.com>
Hi team -
Here is the re-designed pitch deck
<https://docs.google.com/presentation/d/1awAXfGtmH0HUA2ptE5v8kbA9XKLaaHdSyiOIErXRy7k/edit?usp=sharing>
for SLC preferred partnerships. We broke out some of the slides to make
them easier to read/understand and also added in some additional slides to
frame/introduce some of the key ideas.
Please let me know if you'd like to see anything changed.
Best,
Kathryn
Kathryn Allen
Director of Marketing, B2B and Franchise
*Please note my email has changed:*
kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
(925) 330-1106
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>
On Wed, Jul 6, 2022 at 7:46 AM Kathryn Allen <kzakskorn@thekey.com> wrote:
> Oh, yes, sounds good. I will just re-share with this group and you can
> distribute as needed.
>
> Kathryn Allen
> Director of Marketing, B2B and Franchise
> *Please note my email has changed:*
> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
> (925) 330-1106
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Wed, Jul 6, 2022 at 7:45 AM Lucas Motro <lmotro@thekey.com> wrote:
>
>> Thanks, I think goal was for Megan to get out to Ashley first though.
>>
>> On Wed, Jul 6, 2022 at 10:40 AM Kathryn Allen <kzakskorn@thekey.com>
>> wrote:
>>
>>> Thanks, Lucas! I will see if Val (graphic designer) can update this deck
>>> this morning so Megan can get this out to the managers.
>>>
>>> Best,
>>> Kathryn
>>>
>>> Kathryn Allen
>>> Director of Marketing, B2B and Franchise
>>> *Please note my email has changed:*
>>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>>> (925) 330-1106
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Tue, Jul 5, 2022 at 5:20 PM Lucas Motro <lmotro@thekey.com> wrote:
>>>
>>>> Kathryn and team, see attached. Will let you all take the deck from
>>>> here. Appendix is not entirely cohesive so will let you decide whether to
>>>> cut it or refine.
>>>>
>>>> Thanks,
>>>> L
>>>>
>>>> On Tue, Jul 5, 2022 at 6:35 PM Megan Wisniewski <mwisniewski@thekey.com>
>>>> wrote:
>>>>
>>>>> Thanks for staying over so long on that call- it was super helpful to
>>>>> get us aligned!
>>>>>
>>>>> *ACTION ITEMS: *
>>>>> 1. Lucas - make sure identified care managers/HCLs on the GCM Tracker
>>>>> are updated by EOD 7/6 so it's ready to go for a quick 5 min run through on
>>>>> Thurs training (we'll go through that initiative very fast as it impacts a
>>>>> small # of folks)
>>>>> 2. Lucas - send 'design your partnership' deck to this group (Kathryn
>>>>> will clean up a bit on Wed) tonight
>>>>> 3. Kathryn - clean up/edit deck on Wed, send back to group
>>>>> 4. Lucas/Megan - send deck to Directors + Ashley EOD Wed for
>>>>> review/proposed edits
>>>>> 5. Lucas & Megan - after Thurs Director training, record deck
>>>>> presentation + tracker training so that HCLs can watch it
>>>>> 6. Kathryn - invite Lucas and Megan to Monday B2B Office Hours to
>>>>> talk through
>>>>> 7. Megan - think through locking some fields on trackers/making
>>>>> separate tabs for regions/adding drop downs where we can
>>>>> 8. Megan - prep B2B Toolkit messaging, send to Kathryn by Thurs
>>>>> afternoon (for Exec Intervention accounts too)
>>>>>
>>>>> *DECISIONS/KEY POINTS: *
>>>>> - no GCM tracker roll-out in Monday B2B Toolkit as it is more of a
>>>>> targeted/small volume of impacted HCLs
>>>>> - sending 'design your partnership' deck out to directors + Ashley in
>>>>> advance of Thurs training will make training more efficient- even though
>>>>> Ashley is on PTO
>>>>> -
>>>>>
>>>>
>>>>
>>>> --
>>>> Lucas Motro
>>>> Director of Corporate Development
>>>> *Please note my email has changed:*
>>>> lmotro@homecareassistance.com <Lucas.Motro@TheKey.com>
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>> --
>> Lucas Motro
>> Director of Corporate Development
>> *Please note my email has changed:*
>> lmotro@homecareassistance.com <Lucas.Motro@TheKey.com>
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>