--000000000000b1cc6a06176b92c5 Content-Type: multipart/alternative; boundary="000000000000b1cc6906176b92c4" --000000000000b1cc6906176b92c4 Content-Type: text/plain; charset="UTF-8" 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 - highlighted The SF report used to pull this data in case you need it: Top Accounts by Office Location *PROJECT 318 WORKBOOK:* *Action: RDBD's to meet with RDO's next week to review the Q2 SAP accounts where we see YoY revenue declines. Together we will determine what is need in terms of tactical approach to engage these accounts to create positive outcomes.* *DOCUMENTATION TRAINING VIDEO:* *How to Document Meetings with Internal Team Members Present (5 Minute Video)* This training video will be provided on Monday for GMs & HCLs to understand how to properly document meetings. Full written instructions on how GMs can document meetings (where there is no HCL assigned): *HCL Salesforce Playbook* *3 IMPORTANT DOCUMENTATION STEPS:* *1. Tied to Sales Initiative = Leadership Support Meeting* *2. Tag Your RDBD and/or GM/Operator * [image: image.png] *3. Detailed Meeting Outcome & Next Steps Notes* I look forward to kicking off Project Protect the Castle with your GM's on Monday. RDBD's will make sure HCL's are looped in and ready to present these accounts to their GMs next week while also getting those in person/virtual meetings set up. Please let me know if you have any questions. Ashley Mirone Vice President of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] --000000000000b1cc6906176b92c4 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Regional Leadership Team, Below you'll find=C2=A0the workbooks that have been prepared = for Project Protect the Castle.=C2=A0 PROJECT CAS= TLE WORKBOOKS: West Division - Top 10 Revenue Generating R= eferral Accounts by Site East Division - Top 10 Revenue Generating Re= ferral Accounts by Site You will notice insights on overlapping accounts with Project 318 - h= ighlighted The SF report used to p= ull this data in case you need it: =C2=A0 Top Accounts by Office Location PROJECT 318 WORKBOOK: Acti