Regional Partnership Business Review Meeting Notes - 4/8

From
Julia Jenkins <jujenkins@thekey.com>
To
Sales Leadership Team <salesleadership@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>
CC
Melissa Ulanch <mulanch@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Tue, 8 Apr 2025 16:52:53 -0700
Folder
INBOX
--000000000000337e6706324d0f4c Content-Type: text/plain; charset="UTF-8" Hello Regional Directors, Thank you for taking the time to join our Regional Partnership Business Review kickoff huddle this morning. Please find the important takeaways from our session below. *Regional Partnership Business Review 4/8 Slide Deck (Link HERE)* *Meeting Notes (Link HERE)* *NEXT STEPS:* - *1. RDBDs & RDOs to use the Referral Account Momentum Report together this week to review all active PPAs for your respective Regions/Sites. * - Detailed instructions on how to leverage this report can be found in the deck linked above. - *2. Validate the accuracy of your PPA lists and clean up any partnership accounts as needed in Salesforce* - Detailed instructions on how to remove or add Partnership labels on accounts in SF can be found in the deck linked above. - *3. We will be scheduling 1x per month ongoing Regional Partnership Business Review meetings for each RDBD/RDO to review all PPA performance within your Regions. * - Calendar invites will come this week for these sessions alternating on Tuesdays at 9am PT /12pm ET. Please let me know if you have any questions. Thank you, -- Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000337e6706324d0f4c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Regional Directors, Th= ank you for taking the time to join our Regional Partnership Business Revie= w kickoff huddle this morning. Please find the important takeaways from our= session below.=C2=A0 Regional Partnership Business Review 4/8 Slide= Deck (Link HERE) Meeting Notes (Link HERE) NEXT STEPS: 1. RDBDs &a= mp; RDOs to use the Referral Account Momentum Report =C2=A0together this week to review al= l active PPAs for your respective Regions/Sites.=C2=A0 Deta= iled instructions on how to leverage this report can be found in the deck linked above.=C2= =A0 2. Validate the accuracy of your PPA lists and= clean up any partnership accounts as needed in Salesforce = Detailed instructions on how to remove or add Partnership labels on account= s in SF can be found in the <a href=3D"https://docs.google

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