Re: Project Castle Workbooks Project 318 Actions & Documentation Training Materials

Hi Vanessa,

Yes - Separate email in your inbox on the RDBD process and talk tracks for
your Monday team toolkit huddle.


Ashley Mirone
Vice President of Business Development
*Please note my email has changed:*
amirone@TheKey.com <Ashley.Mirone@TheKey.com>
Direct: (310) 755-9669
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Thu, May 2, 2024 at 9:36 AM Vanessa Treadwell <vtreadwell@thekey.com>
wrote:

> Hi Ashley,
>
> Thank you for this information. Do we need to send anything via email to
> our team before Monday’s B2B toolkit?
>
> Jackie - are you able to cover for me on Monday’s toolkit? I land later
> that evening. Thank you !
>
> On Wed, May 1, 2024 at 2:57 PM Ashley Mirone <amirone@thekey.com> wrote:
>
>> 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*
>> <https://docs.google.com/spreadsheets/d/1dPXaTvpVz6hFEOUWI5F8jU-vGbOLgfsJdisW8fWcMYc/edit#gid=2130443695>
>> *East Division - Top 10 Revenue Generating Referral Accounts by Site*
>> <https://docs.google.com/spreadsheets/d/1T5Y9ECkyxs7mdMFdJZam9_A7emExLqI_AHapcLXreQw/edit#gid=779623587>
>>
>> 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
>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00OUH000001I0U12AK/view?queryScope=userFolders>
>>
>> *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)*
>> <https://drive.google.com/file/d/1xuLB_KF80UNk_8a5SbfghChj_tcUigVw/view?usp=sharing>
>> 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*
>> <https://docs.google.com/document/d/10_zCASsUKygcObhRqKdzFC954_9brFAXM1nerVYRVzg/edit>
>>
>> *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 <Ashley.Mirone@TheKey.com>
>> Direct: (310) 755-9669
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
> --
> Vanessa Treadwell
> Regional Director of Business Development
> *Please note my email has changed:*
> vtreadwell@TheKey.com <Vanessa.Treadwell@TheKey.com>
> (650) 885-5735 Mobile
> (650) 462-6900 Office
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>