Hey Tim, sorry for the delay in response.
All of the referral accounts are in Salesforce, so you should be able to
find the values under the Metrics tab on the account page.
I highly encourage you to go to Salesforce and view all of the information.
We're making some tweaks to the "full report" that won't be out for another
couple weeks.
On Tue, May 31, 2022 at 9:04 AM Timothy Thomas <tt@thekey.com> wrote:
> They should all be in salesforce, so just the report. Thanks.
>
> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes <khayes@thekey.com> wrote:
>
>> Are these accounts that you need to add to Salesforce or just the report?
>>
>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Kirk,
>>>
>>> Here is a list of referral accounts that we like to add.
>>>
>>> LHIN Care Coordinator
>>> Luther Village
>>> Parkwood Mennonite
>>> Schlegel Villages(Winston Park)
>>> Schlegel Villages(University Gates)
>>> Barbara Blocki
>>> Claire Webster
>>> Altomedic
>>> Le Cambridge
>>> Place Kensington
>>> Chateau Westmount
>>> Lawton Partners
>>> Leslie Inglis (Remax)
>>>
>>> The Fineman Group (Professional Care Planning)
>>> The Portsmouth
>>> A Place for Mom
>>> ProActive Seniors
>>>
>>> SRCA (Seniors Resource Council of Alberta)
>>> Swan Evergreen
>>> Vancouver Coastal Health
>>> AMICA
>>> Elizabeth Fry
>>>
>>> On Wed, May 25, 2022 at 9:05 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Thanks Kirk. Our referral marketing efforts are just getting underway
>>>> in Canada so I presume this is why so few are showing up.
>>>>
>>>> Let me speak to the local leaders this week and come back to you with a
>>>> list.
>>>>
>>>> On Tue, May 24, 2022 at 11:05 PM Kirk Hayes <khayes@thekey.com> wrote:
>>>>
>>>>> Threshold is individual resources with a 12-month revenue run-rate
>>>>> exceeding $100,000 and have negative momentum. If an office is not
>>>>> appropriately using Salesforce to enter everything, then that can dampen
>>>>> the figures.
>>>>>
>>>>> Tim - do you have referral sources in particular that you feel should
>>>>> be in the system for one of the offices, but isn't showing up?
>>>>>
>>>>> On Tue, May 24, 2022 at 7:39 PM Angie Markwell <
>>>>> angie.markwell@thekey.com> wrote:
>>>>>
>>>>>> Great question - Kirk why only 2 - Tim can you identify more - not
>>>>>> sure how these were pulled?
>>>>>>
>>>>>> On Tue, May 24, 2022 at 12:58 PM Timothy Thomas <tt@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Why are there only two referral sources for Canada on the list? What
>>>>>>> was the threshold?
>>>>>>>
>>>>>>> On Tue, May 24, 2022 at 12:22 PM Angie Markwell <
>>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>>
>>>>>>>> I am attaching your goal targets and PP for your info. This has
>>>>>>>> been set and shared with the Executive Team and Board - I am confident we
>>>>>>>> can hit these metrics starting now. Let me know if you need support to get
>>>>>>>> there.
>>>>>>>>
>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Angie Markwell
>>>>>>>> Head of Northeast and Canada Divisions
>>>>>>>> * Please note my email has changed: *
>>>>>>>> angie.markwell@thekey.com
>>>>>>>> <https://brand.thekey.com/esg/angie.markwell@thekey.com>
>>>>>>>> 540-718-2172 (w)
>>>>>>>> 775-742-9930 (c)
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Tim Thomas
>>>>>>> Head of Canada Division
>>>>>>> *Please note my email has changed:*
>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>> (514) 591-9387
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>
>>>>>> --
>>>>> Kirk Hayes
>>>>> Head of Growth Strategy, Corporate Development
>>>>> * Please note my email has changed: *
>>>>> khayes@thekey.com <https://brand.thekey.com/esg/khayes@thekey.com>
>>>>> 214-498-1191
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>> (514) 591-9387
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>> --
>> Kirk Hayes
>> Head of Growth Strategy, Corporate Development
>> * Please note my email has changed: *
>> khayes@thekey.com <https://brand.thekey.com/esg/khayes@thekey.com>
>> 214-498-1191
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <Tim.Thomas@TheKey.com>
> (514) 591-9387
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://www.thekey.com/>
>