Announcement - New Referral Channel Activity Guide

From
Ashley Mirone <amirone@thekey.com>
To
Ashley Mirone <amirone@thekey.com>
Date
Tue, 12 Nov 2024 17:04:03 -0800
Folder
INBOX
--0000000000009f7ac00626c0e90f Content-Type: multipart/alternative; boundary="0000000000009f7abf0626c0e90e" --0000000000009f7abf0626c0e90e Content-Type: text/plain; charset="UTF-8" [image: image] *New Referral Channel Activity Guide* Dear Sales Nation, As we continue our focus on driving quality sales activity and expanding our Trusted Advisor Referral Channels that drive the greatest ROI, we have put together a recipe for success to guide your Sales activity by Referral Channel. It is critical that each of you spend your time wisely and intentionally with the Referral Accounts that will drive you the best results. Below you'll find a helpful tool that outlines the minimum expectations for touch points with different types of Referral Accounts. As you schedule your Sales activity each week, please take this tactical approach to ensure you are nurturing all of your Referral Accounts well. [image: image.png] Please note the above chart outlines the *minimum* expectations per month and there may be valid business reasons to engage with a specific Referral Account more frequently. We will soon have a report that will allow you to track your activity by each Referral Account you own to help you stay on track with this important methodology. I look forward to seeing your productivity and results generate positive momentum with this new approach. Thank you, Ashley Mirone Senior Vice President of Business Development amirone@thekey.com --0000000000009f7abf0626c0e90e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable <td width=3D"