--000000000000918578060b288d8c Content-Type: multipart/alternative; boundary="000000000000918577060b288d8b" --000000000000918577060b288d8b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Leadership and RD Leadership Teams, Happy Monday! Below you will find a Q1-2024 SAP Workbook for each of your Regions. These workbooks include Referral Account performance data and act as your tool for developing our Q1 Top 20 Strategic Account Pans. Each spreadsheet has an individual tab for each of our active HCLs which include a roll up of every single account they currently own. Each spreadsheet also includes a tab that includes all Rev Ops owned accounts that can be considered for Q1 SAPs as well. *New Enhancements This Quarter:* - *New recorded walkthrough on how to use these workbooks & best practices:* - *SAP Account Workbook Walkthrough (11 Minute Video) * - *We removed the second layer of approvals required by RDs in Salesforce* per Leadership's request. This will streamline the process as only DSGs will receive SAP approval notifications within Salesforce, which should only be actioned *after DSGs & RDs have aligned on SAP account selections together.* - New data: "*Consecutive Quarters on SAP*" on each account - *New drop down options* to mark the accounts you want on the Q1 SAPs - *New filters *on the column headers to sort by account category, ClearCare Location, Current SAP, and more. - This will be especially helpful to utilize when reviewing the Rev Ops tab for certain ClearCare Locations associated with a particular = HCL [image: image.png] *Q1-2024 SAP Workbooks by Region* *Bay Area Q1-24 SAP Account Workbook* *Central States Q1-24 SAP Account Workbook * *DC Metro Q1-24 SAP Account Workbook* *Florida Q1-24 SAP Account Workbook* *Great Lakes & Illinois Q1-24 SAP Account Workbook* *Greater LA Q1-24 SAP Account Workbook* *Greater San Diego Q1-24 SAP Account Workbook* *NC and SVA Q1-24 SAP Account Workbook* *Nebraska Q1-24 SAP Account Workbook* *New England Q1-24 SAP Account Workbook* *NJ, NY & PA Q1-24 SAP Account Workbook* *Ohio & Indiana Q1-24 SAP Account Workbook * *Pacific Northwest Q1-24 SAP Account Workbook* *Sacramento Q1-24 SAP Account Workbook* *Southern States Q1-24 SAP Account Workbook* *Texas & Arizona Q1-24 SAP Account Workbook* **We recommend that our Directors of Strategy and Growth and Regional Directors meet to align on a strategy for each HCLs Q1 Top 20 SAP accounts prior to meeting with our HCLs. *Current SAP Progress Review Report for Leaders:* Current Quarter SAP Progress Report *^^ scroll to the right in the report to see if your HCL's 3 Advancing Strategies for Q4 are completed * *Q1 SAP Prep Timeline:* ___________________________________________________ ***Last Week** *Week of 11/20 - 11/24: All HCLs to complete a *review of current SAP perf