Re: ~10minute Action Needed for Gifting Initiative

Thank you Jackie!!
L~

Lilian Ciesco

Area Sales Manager | TheKey

Mobile: 860-949-7301

lilian.ciesco@thekey.com






















On Tue, Jan 13, 2026 at 1:51 PM 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/>
>>>
>>>
>>>
>>>