--000000000000d660cd062ef79745 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Yes, this is a bit complicated to recreate going backwards. It applies to client services months 2-7 only. Thanks, *Diego Castaneda* Head of FP&A On Wed, Feb 19, 2025 at 3:24=E2=80=AFPM Will Reid wrote: > Julia, > Yes on lifetime. We=E2=80=99ve only billed about $350k. I=E2=80=99m just = trying to > illustrate a point to the referral source. Diego, if this is a complicate= d > request then disregard. Just let us know either way. > > Thanks > > > Will Reid > Partner > > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Wed, Feb 19, 2025 at 3:20=E2=80=AFPM Julia Jenkins > wrote: > >> Hi Will, are you looking for what they would have earned in the lifetime >> of the account? Unfortunately pulling that historically goes beyond our >> capabilities in Salesforce. >> >> @Diego Castaneda Would someone from your >> team be able to calculate what this Referral Account would have earned >> based on our national Oasis contract terms (see attached contract)? >> >> Oasis Senior Advisors - Mason OH >> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e= 00000QMIFVAA5/view >> >> Thank you, >> >> >> On Wed, Feb 19, 2025 at 7:09=E2=80=AFAM Will Reid wro= te: >> >>> Julia, >>> Based on the clients they've sent us, could you calculate what this >>> Oasis Cincinnati franchise owner would have earned? >>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015= e00000QMIFVAA5/view >>> >>> I'm getting pushback on the corporate agreement I shared with them last >>> week. >>> >>> Thanks! >>> >>> >>> Will Reid >>> Partner >>> >>> wreid@thekey.com >>> 513-707-2304 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Fri, Feb 7, 2025 at 12:52=E2=80=AFPM Julia Jenkins >>> wrote: >>> >>>> Hi Will, >>>> >>>> Just received confirmation our AP team pays each Oasis >>>> franchise directly each month. >>>> >>>> On Fri, Feb 7, 2025 at 9:24=E2=80=AFAM Julia Jenkins >>>> wrote: >>>> >>>>> Sounds like a plan. I haven't heard back from our AP team so just sen= t >>>>> another follow up email. >>>>> I asked if they could provide confirmation today so I'll keep you >>>>> posted! >>>>> >>>>> On Fri, Feb 7, 2025 at 6:31=E2=80=AFAM Will Reid w= rote: >>>>> >>>>>> Hey Julia, >>>>>> I'll let the Oasis Cincinnati franchise know they will be paid >>>>>> directly by TheKey. >>>>>> >>>>>> Thanks, >>>>>> >>>>>> Will Reid >>>>>> Partner >>>>>> >>>>>> wreid@thekey.com >>>>>> 513-707-2304 >>>>>> TheKey.com >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Wed, Feb 5, 2025 at 8:27=E2=80=AFPM Julia Jenkins >>>>>> wrote: >>>>>> >>>>>>> My understanding is the payments go directly to the franchise >>>>>>> locations=E2=80=93 but I can double check with our AP team tomorrow= for you. >>>>>>> >>>>>>> On Wed, Feb 5, 2025 at 4:40=E2=80=AFPM Will Reid = wrote: >>>>>>> >>>>>>>> Julia, >>>>>>>> Please confirm that the payment back to an Oasis