--000000000000e44c0d0638d26b3b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello team, For anyone who missed today's July Toolkit Review call, please see the links below for review. Recording Here Attendance Here. Jackie Summers Director of Sales Operations 951-675-0413 TheKey.com [image: TheKey] ---------- Forwarded message --------- From: Ashley Mirone Date: Mon, Jun 30, 2025 at 5:59=E2=80=AFAM Subject: July B2B Toolkit To: July Toolkit *Alzheimer=E2=80=99s & Brain Awareness* *Key Marketing Dates* - Independence Day - 4th - International Self-Care Day - 24th *Sales Tools* Re-Launch of our Sales Enablement Playbook July Emphasis on SLC and GCM Channels *Objective:* to assess our Senior Living Community and Geriatric Care Management account relationships to: Break-In, Win-Back, or Expand. *Action Items - Back to the Basics with Sales Enablement * 1. Identify what status you're with with each SAP Senior Living and Geriatric Care Management accounts: Break-In, Win-Back, or Expand. Give = an honest self-assessment. 2. Review your *Sales Enablement Playbook* to better understand the value adds you can bring to support these accounts based on the needs of the professionals and their residents/clients. 3. Take Action in July to advance your relationship and document your activities in Salesforce. *Ideas for Expansion based on Account status:* * Salesforce Activity Documentation * Using the "Tied to Sales Initiative" dropdown on Events, each team member should use the corresponding Sales Enablement tool name from the dropdown as they have meetings on the field. July 24th - International Self-Care Day We are very excited to announce that we have a number of improved quality promo items slated to roll out in Q3. Each promo will have a specific strategy as to how we are utilizing these important gifts. The first of these is Gift Sets (sample picture above). Please see the strategy below and expect the delivery to the office by July 22nd. Gift Sets include: Lotion, SPF Chapstick, Hand Sanitizer, Cotton Bag *Strategy:* 1. Schedule time now to connect with your SLC Top SAP accounts and GCM's on July 24th 2. Jackie Summers will be sharing the shipment sheet to the General Managers to ensure shipment location accuracy. Tracking information will= be shared once the boxes are shipped. 3. General Managers, if we could please get your support to have someone in the office present based on the tracking in order to ensure delivery. Home Care Liaisons, partner with your operations team where needed. 4. Once your Gift Sets are received, let's get them into the field! 1. *Referral Partner Use:* Use your scheduled meeting times to disperse the Gift Sets, showing appreciation and love to your referra= l partners. 2. *Tier 1 SLC and GCM Client Use*: these gift sets can also be used to show appreciation to our current tier 1 clients within our focus chann