Re: Home Care Support in Palm Springs

From
Araceli Gutierrez <araceli.gutierrez@thekey.com>
To
Matt Vijayan <mvijayan@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Sola Feyisitan <sola.feyisitan@thekey.com>, Timothy Thomas <tt@thekey.com>, Vanessa Treadwell <vtreadwell@thekey.com>
Date
Fri, 21 Apr 2023 07:07:45 -0700
Folder
INBOX
--000000000000274ab305f9d92f85 Content-Type: multipart/alternative; boundary="000000000000274ab205f9d92f84" --000000000000274ab205f9d92f84 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Matt! We can certainly put in a check request today for you, happy to support here. I will circle back as soon as I can confirm that this has been taken care of for you. Araceli On Fri, Apr 21, 2023 at 6:46 AM Matt Vijayan wrote: > Good morning Araceli, > > I hope all is well with you. Gail McFayden (client) was referred by > Proactive Seniors (GCM from Canada); we have a fully executed agreement > with this GCM to provide a 5% referral fee on the revenue. It was agreed = by > TheKey to send a referral fee cheque (in USD) from the Palm Desert office= . > > *Based on the calculations, (McFadyen's lifetime revenue for 2023 was > $10,990 on 3/31/23), would you mind sending a cheque for $549.50 USD?* > > *This is a Diamond account for us in Canada. Your prompt response would b= e > greatly appreciated.* > > Best regards, > > Matt > > Matt Vijayan, B.Sc., MBA, CCPE > Director of Sales, Canada > *Please note my email has changed:* > mvijayan@TheKey.com > > TheKey.ca > [image: TheKey] > > > On Mon, Apr 10, 2023 at 8:02=E2=80=AFPM Vanessa Treadwell > wrote: > >> Hi Matt, >> >> Happy to help (to the best of my ability). Can we jump on a call >> tomorrow? I am running out to an appointment. Feel free to put a quick c= all >> on my calendar and I'll see who is best to get you in front of an ensure >> the billing is accurate for the client. >> >> Thank you >> >> Vanessa Treadwell >> Director of Business Development, Southern California >> *Please note my email has changed:* >> vtreadwell@TheKey.com >> (650) 885-5735 >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Apr 10, 2023 at 4:21=E2=80=AFPM Matt Vijayan wrote: >> >>> Hi Vanessa, >>> >>> Matt Neal has approved this agreement; we can simply send a cheque to >>> Proactive Seniors. Please let me know if you have any questions or conc= erns. >>> >>> Best regards, >>> >>> Matt >>> >>> Matt Vijayan, B.Sc., MBA, CCPE >>> Director of Sales, Canada >>> *Please note my email has changed:* >>> mvijayan@TheKey.com >>> >>> TheKey.ca >>> [image: TheKey] >>> >>> >>> ---------- Forwarded message --------- >>> From: Matthew Neal >>> Date: Fri, Oct 14, 2022 at 4:46=E2=80=AFPM >>> Subject: Re: Home Care Support in Palm Springs >>> To: Matt Vijayan >>> Cc: Ashley Mirone , Kurt Davis >>> >>> >>> Thanks. >>> Revenue should be tagged in SF to her account that you own. So you will >>> get marketer credit and you can use that. You should be able to pull >>> quarterly or whatever you agreed with her and then have her create an >>> invoice with the appropriate amount. You can send to AP and have them >>> allocate to the appropriate location that is servicing (e.g., Palm Dese= rt). >>> If this becomes more than a one-off, we can think about better process, >>> but let's not overcomplicate for now. >>> >>> O

Thread (1)