--00000000000086f4b4062b1eedde Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Received , thank you Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Mon, Jan 6, 2025 at 4:07=E2=80=AFPM Denny Roebel wrote: > Micah - > > > Please read these important updates regarding credit card usage and > budgeting. These updates will be effective now; January 2025 credit card > cycles. > > Updates Credit Card Budget System: > > The monthly Credit Card budget will be determined based on the revenue > each team member generates for the organization in the prior month. These > changes are being implemented to align our field spending more closely wi= th > our revenue performance and ensure a conscious approach to resource > allocation. Below are the tiers: > > > - > > $500,000+ in monthly revenue: $3,000 credit card budget/month > - > > $200,000=E2=80=93$499,999 in monthly revenue: $1,500 credit card budge= t/month > - > > $100,000=E2=80=93$199,999 in monthly revenue: $750 credit card budget/= month > - > > $0=E2=80=93$99,999 in monthly revenue: $500 credit card budget/month > > > Your credit card budget for January 2025 is based on November 2024 revenu= e > production and activity and is the following: *$500* > > > > *Activity Adherence Policy:* > > If an employee does not meet their monthly Activity Goal, their credit > card limit will be reduced for the following month according to TheKey's > sales budgeting tier system. To maintain a credit card limit following th= e > above budgeting tier system, employees must meet or exceed their monthly > Activity Goals. > > Failure to meet the Activity Goal: The credit card limit will be reduced > to the next lower tier. > > Meeting the Activity Goal: Once the Activity Goal is achieved, the credit > card limit will be adjusted to reflect the appropriate tier for the > following month. > > > Example Scenarios > > Example below for HCL Jane Johnson: Increase in Revenue Production > > Month > > Credit Card Budget (mo.) > > Revenue Goal > > SOC Goal > > Activity Goal > > January 2025 > > Based on Nov =E2=80=9824 production. Provided by Sales Manager) > > Met: $450,000 produced > > Met > > Met > > February 2025 > > $1,500 > > Met: $525,000 produced > > Met > > Met > > March 2025 > > $3,000 > > > > > > Example below for HCL John Doe: Missed Activity Goal > > Month > > Credit Card Budget (mo.) > > Revenue Goal > > SOC Goal > > Activity Goal > > January 2025 > > Based on Nov =E2=80=9824 production. Provided by Sales Manager) > > Met: $150,000 produced > > Met > > Met > > February 2025 > > $750 > > Met: $160,000 produced > > Met > > Missed > > March 2025 > > $500 > > (originally $750, lowered 1 tier based on missed activit