=?utf-8?Q?Week=20of=20December=2018th=20B2B=20Toolkit?=

From
=?utf-8?Q?Ashley=20Mirone?= <amirone@thekey.com>
To
<RegionalDirectors@TheKey.com>
Date
2023-12-18 13:59:34
Folder
INBOX
This is a multi-part message in MIME format --_----------=_MCPart_1440225705 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** December 18th B2B Toolkit ------------------------------------------------------------ https://drive.google.com/file/d/1_AlK9aMJ0d638hHsxDVkem85nTqllTNZ/view?usp= =3Dsharing Eary Day Wins - PAC Group Email Campaign 12/13: RevOps Account Response Highlights Law Office: responded to set up a meeting (Brie Hurley=2C Broward County= =2C FL) Mobile Dentist: responded to set up a meeting (Trish Warren=2C Seattle=2C= WA) AL Community: responded to set up a meeting (Laura Kneeskern=2C Denver CO) LTCi Provider: responded to set up a meeting (Eric Becker=2C Pasadena=2C C= A) Geropsychologist: responded to set up a meeting (Karen Kennedy=2C La Jolla= =2C CA) VP of Operations & Community Engagement - AL/MC - responded to set up a me= eting (Melissa Pittman=2C Annapolis=2C MA) Neurological Institute: responded to set up a meeting (Cynthia Weber=2C Ph= oenix AZ) HCL Account Response Highlights AL Community: responded to be a part of PAC (Cynthia Weber=2C Phoenix=2C A= Z) ED at a SLC: asked for a meeting to talk about PAC (Boston=2C MA=2C Kevin= Krinpol) Senior Care Authority + Law Office: responded to be a part of PAC (Kansas= City=2C Mia McRoy) Memory Care: wants to be a part of PAC (Seattle=2C WA Amy Felton) ___________________ If there are any questions about what PAC is=2C its value=2C or how to get= started=2C check out our PAC Playbook (https://drive.google.com/file/d/1l= GoE_QJG6QcqumYV3nPSqB690RIxxxEb/view?usp=3Dsharing) . If you haven't already - SHARE YOUR WINS! https://drive.google.com/file/d/13xGyiTDyoYSZMdHEU_hCtsBElhKaSl1n/view?usp= =3Dsharing Timeline and Due Dates of Q1 2024 SAP. Week of 11/20 - 11/24: All HCLs to complete a review of current SAP perfor= mance and use the checkbox for the completion of all "Actions 1=2C 2=2C 3"= that were completed on your Q4 SAP Plan in Salesforce. HCLs to start thin= king through any necessary adjustments/strategies that may be advantageous= for the coming quarter. Weeks of 11/27 - 12/8: All HCLs to attend a meeting with their Director of= Strategy and Growth and Regional Director of Operations (separate from re= gular scheduled coaching calls) to review SAP Account Workbooks and align= on top 20 accounts for Q1. Meeting invites will be sent by Directors of S= trategy & Growth. HCLs can start submitting Q1 SAPs in Salesforce after th= ese meetings. Weeks of 12/11 - 12/22: HCLs to complete SAP submissions for each of their= top 20 accounts. Use the "Submit for Approval" button to send each of the= 20 SAP's to your Sales Leader for review. HCL DUE DATE: Friday 12/22: HCLs to submit all Q1 Top 20 SAP's for approva= l in Salesforce by EOD. **Please note=E2=80=94 this is one week prior to t= he start of the new quarter** Week of 12/25 - 12/29: DSGs to review SAP submissions in Salesforce and wo= rk through any adjustments needed with t

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