--0000000000007ac4c50612dfb96b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Team - Thank you to all who were able to make our B2B Toolkit call today. For anyone who missed it, please see the recording and attendance below. Recording HERE. Attendance HERE. Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Mon, Mar 4, 2024 at 5:59=E2=80=AFAM Ashley Mirone w= rote: > March 4th B2B Toolkit > > *Timeline and Due Dates of SAP: * > > > Weeks of 3/4 - 3/15: *All HCLs to attend** a meeting with their RDBDs and > RDs* (separate from regular scheduled coaching calls) to review > Q1 SAP performance and use the Q2 SAP Account Workbooks to align > on top 20 accounts for Q2. Meeting invites will be sent by RDBDs. HCLs ca= n > start submitting Q2 SAPs in Salesforce directly after these meetings. > > > Weeks of 3/11 - 3/22: HCLs to complete SAP submissions for each of > their top 20 accounts after meeting with their RDBDs. Use the "Submit for > Approval" button to send each of the 20 SAP's to your Sales Leader for > review. > > > HCL DUE DATE: Friday 3/22: HCLs to submit all Q1 Top 20 SAP's for > approval in Salesforce by EOD. ***Please note=E2=80=94 this is one week p= rior to > the start of the new quarter*** > > > Week of 3/25 - 3/29: RDBDs to review SAP submissions in Salesforce and > work through any adjustments needed with their HCLs. > > > RDBD DUE DATE: Friday 3/29: RDBDs to approve all Q2 SAP's by EOD. > > *Soft Launch: TheKey Speakers Bureau * > > As hinted on the National Sales Call, we have a very exciting upcoming > National Strategy and initiative called TheKey's Speakers Bureau. We have= a > number of professional and engaging presentation decks as an organization= , > and we will begin leveraging these in 2024. More to come! > > *Engaging Presentations -- Tailored Content -- Professional Expertise* > > As a soft launch to this initiative, we have an initial tool you can begi= n > using in the field with your referral partners. There will a formal > strategy rollout, social posts, and a pardot email drip campaign to come! > But for now, take a peak at the flyer below! > > Speakers Bureau Flyer Here > > Download the Tool > Right-click from the Downloads folder > Open With > > Adobe Acrobat to edit and save your personal copy. > We will be adding this to the Brand Center this week as well! > > As we use the tool, please Document in Salesforce using: > Tied to Sales Initiative > TK Speakers Bureau > > *Tied to Sales Initiative is now a MULTI-PICK LIST* > > You ask and we deliver - the Tied to Sales Initiatives dropdown field on > your referral account Event Activity is now a Multi-Pick List option. So > when you've completed a meeting where you've talked about multiple of our > Sales Enablement Tools, you can now indicate the various tools that were > used in that interaction. > > Thank you for your time put into documenting these important interaction= s > so that we can