Key@Work
What is a Scrappy Play?
An Event held not specifically to Employees
"We already have a financial wellness program"
Any Suitable response.
What is an Example of a KEY@WORK event?
Yearly Benefits Review
Team Meeting
What is an example of a scrappy play?
coffee shop takeover
hosting a food truck
tabling events
Resource fairs
Before creating a URL the business must be tagged as what? How do you do it?
K@W
Send to back office for approval
When Employees open accounts through the K@W portal who gets credit?
the banker who established the URL
Before doing a scrappy play what needs to be done? and who are the approvers?
Acquisition Play Approval Request Form
Jason and Lindsey
What is the Marketing offer for accounts opened in the K@W portal?
500.00
with direct deposit of 1,000 with 90 days
300.00
when receiving another Direct Deposit 30 days prior to year anniversary
How Many Emails do Employees receive when they register?
6 in total
Where can we find/create fliers?
Brand Portal
How do you order swag? what vendor?
Workday -> Requisitions -> SupplyLogic
What are the five steps in the sales funnel?
Get name of Decision Maker
Schedule intro
Conduct effective intro
Logistics of employee presentation
turning presentations to relationship HH
What branches in our region house the K@W KITS?
Gresham Mall and Milwaukie
What employee size requires a meeting with our MRL?
25