Re: ~10minute Action Needed for Gifting Initiative

The spreadsheet is filtered by Site and alphabetized, so please scroll up
and down on the Category (5) tabs to find your Site Name. Please do not
alter the Filters on the sheet, as it alters the view for everyone else. :)

Jay asked a great question - *who** will the Attn be for the gists at these
accounts? *

For the first Calendar, Programming Flyer and Card initiative, it is going
to *SAP SLC accounts only* the Attn to will be Marketing or Activities
Director. As the card is speaking about Programming.

For the gift box initiative, that will be going to SAP+P1+P2 for all 5
categories. I am finalizing the Attn: to for this but

If you own the account, the card will have your name on the signature; if
it is RevOps Owned, it will be from the company, something like "All the
best, TheKey Home Care" . So if you see accounts who are not in your
ownership but should be, please also update that by Thursday 8am PST.

Jackie Summers
Director of Sales Operations
951-675-0413
TheKey.com <https://www.thekey.com/>[image: TheKey]
<https://homecareassistance.com/>





On Tue, Jan 13, 2026 at 10:51 AM Jackie Summers <jsummers@thekey.com> wrote:

> Whoops!
> Thank you Jade for the callout! Link included below
>
> ACTION NEEDED: Takes ~10 minutes. Please review THIS SPREADSHEET
> <https://docs.google.com/spreadsheets/d/1cQBY3h9gbOdDfhONtrx31L4E7VaMBd9BObm7JX2N2gI/edit?usp=sharing>and
> review all 5 tabs at the bottom of the sheet (Senior Living, GCM,
> Physician, Wealth Advisor, Attorney) and confirm the accounts listed are
> approved to be given gifts for your sites.
> *Should there be an account you do not want mailed to, I need you to mark
> your "DO NOT MAIL REASON" in Column A, and I will exclude them for these
> initiatives.*
> *Please complete by 8am PST on Thursday morning. *
>
>
> Jackie Summers
> Director of Sales Operations
> 951-675-0413
> TheKey.com <https://www.thekey.com/>[image: TheKey]
> <https://homecareassistance.com/>
>
>
>
>
>
> On Tue, Jan 13, 2026 at 10:43 AM Jackie Summers <jsummers@thekey.com>
> wrote:
>
>> Hello everyone -
>>
>> For our upcoming gifting initiatives mentioned below - I want to ensure
>> you all feel comfortable and confident on who these gifts are going out to.
>>
>> ACTION NEEDED: Takes ~10 minutes. Please review THIS SPREADSHEET and
>> review all 5 tabs at the bottom of the sheet (Senior Living, GCM,
>> Physician, Wealth Advisor, Attorney) and confirm the accounts listed are
>> approved to be given gifts for your sites.
>> *Should there be an account you do not want mailed to, I need you to mark
>> your "DO NOT MAIL REASON" in Column A, and I will exclude them for these
>> initiatives.*
>> *Please complete by 8am PST on Thursday morning. *
>>
>> I highlighted in blue the acct names and yellow the Site Names
>> (Alphabetically by site name!). Sample below.
>>
>> [image: Screenshot 2026-01-13 at 10.35.02 AM.png]
>>
>> Jackie Summers
>> Director of Sales Operations
>> 951-675-0413
>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>> <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> On Mon, Jan 5, 2026 at 5:08 PM Jackie Summers <jsummers@thekey.com>
>> wrote:
>>
>>> Hi Team,
>>>
>>> I'm excited to share that your office has been selected to receive
>>> additional sales enablement support as we head into 2026!
>>>
>>> *Starting in January, we'll be launching monthly Sales Enablement Calls*
>>> specifically designed to give your Sales Team (+GMs) the coaching,
>>> resources, and strategic alignment you need to accelerate growth in your
>>> market. These aren't just check-in calls—they're dedicated time to ensure
>>> you're equipped with everything our B2B Marketing has to offer.
>>>
>>> *Chosen Pilot Locations: *Vancouver, Connecticut, Raleigh, San
>>> Diego, Santa Rosa, Roanoke/Lynchburg, Sacramento, Virginia
>>> Beach, Naples, New Jersey, Spokane, New York.
>>>
>>> Your office was chosen for this program because we see tremendous
>>> opportunity in your market, and we want to make sure you have every
>>> advantage to capitalize on it. Consider this your VIP access to B2B
>>> marketing support.
>>> What to Expect on These Calls:
>>>
>>> Attendees by office location: Jackie Summers, Sales Team Members,
>>> General Managers
>>>
>>> ✓ *Tool Alignment & Training* – Deep dives into our sales enablement
>>> resources so you can leverage them with confidence
>>> ✓ *Coaching & Best Practice Sharing* – Practical strategies for using
>>> our differentiators (BCM, Dr. Shadi's blogs and books, Life Enrichment
>>> Guides, etc) in your conversations
>>> ✓ *Exclusive Access to Pilot** Initiatives* – You'll gain access to
>>> upcoming strategies and resources exclusively for your locations, including
>>> the Power Bank promo items you've already received!
>>> ✓ *Your Questions Answered* – This is your dedicated time to
>>> troubleshoot challenges and get tactical support (there are no silly
>>> questions; this is your time to get the answers you need to be more savvy
>>> with our tools!)
>>> ------------------------------
>>> Exciting Initiatives Coming Your Way
>>>
>>> We're not just talking about support—we're delivering it. Here's what's
>>> rolling out to your accounts:
>>>
>>> *1. 2026 Branded Calendars for SAP Senior Living Communities*
>>> We know that you've all received Calendars to your offices,
>>> communication from the organization is coming on that tomorrow to the full
>>> company. Additionally, each of your Strategic Account Plan SLCs will be
>>> receiving a 2026 calendar directly to the address noted in Salesforce,
>>> featuring a flyer of our SLC programming options, plus a card prompting a
>>> conversation to "get programming on the calendar" for the new year. These
>>> will be shipped with a signature required to ensure delivery, and we'll
>>> provide shipment tracking when the time comes. Timeline: EOM.
>>>
>>> *Action for Sales/GM:* Once you get tracking info, plan an in-person
>>> visit to confirm receipt, book programming for 2026, and use the "Tied to
>>> Sales Initiative" dropdown option of "2026 Calendar Delivery Mtng" in
>>> Salesforce to document your activity with the account.
>>>
>>> *2. Premium Gift Boxes for Key Accounts*
>>> We're sending thoughtfully curated high-value gift boxes to your
>>> top-tier SLC, Concierge Physician, and Trusted Advisor accounts. Each box
>>> includes:
>>>
>>>    - Branded pen and water bottle
>>>    - Dr. Shadi's book on cognitive changes
>>>    - A card offering our Speakers Bureau Person-Centered Dementia Care
>>>    presentation for their staff
>>>
>>> These will be shipped with a signature required to ensure delivery, and
>>> we'll provide shipment tracking when the time comes. This is a perfect
>>> door-opener for deeper partnership conversations. Timeline: Mid-February.
>>>
>>> *Action for Sales/GM:* Once you get tracking info, plan an in-person
>>> visit to confirm receipt, book your Person-Centered Care In-Service, and
>>> use the "Tied to Sales Initiative" dropdown option of "Gift Box Delivery
>>> Mtng" in Salesforce to document your activity with the account.
>>>
>>> *3. Programming Goal Starting in 2026: 2x Per Quarter Minimum at Every
>>> SAP Senior Living Community*
>>> With all these new tools and resources at your disposal, we're setting a
>>> clear expectation: *every SAP SLC should receive some form of TheKey
>>> programming at least twice per quarter*.
>>>
>>> This could be:
>>>
>>>    - *B2B Programming:* Speakers Bureau presentations to staff, Other
>>>    Ref. Partner Event
>>>    - *B2C Programming:* MindFit, TimeSlips, Life Enrichment Guide
>>>    Events, or resident-focused Speakers Bureau sessions
>>>
>>> Many of you are already exceeding this goal. For those building toward
>>> it, we'll support you every step of the way. Let's start 2026 strong and
>>> show these communities what true partnership looks like.
>>> ------------------------------
>>> Let's make 2026 our best year yet. I'm excited to partner with you on
>>> this growth journey.
>>>
>>> More details on our first call will follow soon. In the meantime, if you
>>> have questions, please don't hesitate to reach out to me directly.
>>>
>>> Here's to your success,
>>>
>>> Jackie Summers
>>> Director of Sales Operations
>>> 951-675-0413
>>> TheKey.com <https://www.thekey.com/>[image: TheKey]
>>> <https://homecareassistance.com/>
>>>
>>>
>>>
>>>