Re: Project Castle Workbooks Project 318 Actions & Documentation Training Materials

From
Jackie Summers <jsummers@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Julia Jenkins <jujenkins@thekey.com>
Date
Fri, 3 May 2024 17:38:33 -0700
Folder
INBOX
--00000000000092c7cd0617961017 Content-Type: multipart/alternative; boundary="00000000000092c7cb0617961016" --00000000000092c7cb0617961016 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello - I've added the new tab with CAN locations and GM's associated. It's ready for data to be inserted once Julia is back in office. Thank you! Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Thu, May 2, 2024 at 7:16=E2=80=AFAM Timothy Thomas wrote= : > Thanks Ashley! > > On Thu, May 2, 2024 at 10:13=E2=80=AFAM Ashley Mirone wrote: > >> Tim - This was our miss so we will jump on it for you. Our goal was to >> include all locations so this was an oversight on our part but not >> intentional. I appreciate the reach out and your understanding. >> >> +Julia Jenkins CAN weren't included in Project >> Castle. Upon your return on Tuesday can you please pull the data and add= it >> to the East division sheet for Tim to operationalize. >> >> +Jackie Summers Can you please begin to fill out >> the tab for Tim and add the CAN GMs by site and make sure they are inclu= ded >> in your open office hours. >> >> Much appreciated. >> Ashley Mirone >> Vice President of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, May 2, 2024 at 7:04=E2=80=AFAM Timothy Thomas wr= ote: >> >>> Yes I would definitely like them to be involved. >>> >>> That said, I didn't see Canada listed on the Top 10 accounts for Castle= . >>> I think that project should take priority for now. Thoughts? >>> >>> On Thu, May 2, 2024 at 9:59=E2=80=AFAM Ashley Mirone wrote: >>> >>>> We can include your GMs - yes. >>>> >>>> We can pull the data for you and if you want them to follow the proces= s >>>> of meeting with these accounts we can support you with operationalizin= g >>>> that >>>> >>>> Let me know what you'd like to do in terms of next steps >>>> >>>> Ashley Mirone >>>> Vice President of Business Development >>>> *Please note my email has changed:* >>>> amirone@TheKey.com >>>> Direct: (310) 755-9669 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Thu, May 2, 2024 at 5:58=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> Hi Ashley, >>>>> >>>>> Congrats on these two amazing projects! Quick question, will Canada b= e >>>>> included in Project 318 given our lack of HCLs? >>>>> >>>>> Thanks >>>>> Tim >>>>> >>>>> On Wed, May 1, 2024 at 5:57=E2=80=AFPM Ashley Mirone >>>>> wrote: >>>>> >>>>>> Hello Regional Leadership Team, >>>>>> >>>>>> Below you'll find the workbooks that have been prepared for Project >>>>>> Protect the Castle. >>>>>> >>>>>> *PROJECT CASTLE WORKBOOKS:* >>>>>> *West Division - Top 10 Revenue Generating Referral Accounts by Site= * >>>>>> >>>>>> *East Division - Top 10 Revenue Generating Referral Accounts by Site= * >>>>>> >>>>>> >>>>>> You will notice insights on overlapping accounts with Project 318 - >>>>>> highli

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