--000000000000f017f005e65d019a Content-Type: multipart/related; boundary="000000000000f017ef05e65d0199" --000000000000f017ef05e65d0199 Content-Type: multipart/alternative; boundary="000000000000f017ee05e65d0198" --000000000000f017ee05e65d0198 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Do you have access to aggregate data for 2022 Canadian clients from Clearcare? I can start reconciling the revenue numbers to see where the discrepancy is. I removed all internet/Google Adwords/WOM etc and just looked at referral accounts for 2022 data. Only 20 out of 235 (8.5%) accounts are tagged with HCL. I am not expecting 100% of the accounts to be transferred to BD but was expecting at least 25%. Referral Account Name (Multiple Items) Count of Client Name Column Labels Row Labels Allison Brennan Angie Kunnath Carolina Orosa Cheryl Cartwright C= indy Skulsky Corporate Team Jamie Fewchuk Jay Bradley Joseph Taylor Matt Vijayan Nicole St Eve Roger Caron Shawntel Sousa Timothy Thomas (blank) Grand Total Calgary 2 4 3 3 1 13 Montreal 4 6 10 10 16 46 Oakville 3 1 27 31 Toronto 3 1 4 Vancouver 61 3 1 10 75 Waterloo 9 1 2 48 60 Winnipeg 1 5 6 Grand Total 9 1 61 3 1 10 4 1 6 5 4 10 3 10 107 235 Best regards, Matt Matt Vijayan Director of Sales, Canada *Please note my email has changed:* mvijayan@TheKey.com (905) 592-0085 TheKey.com [image: TheKey] ---------- Forwarded message --------- From: Preston Harlow Date: Mon, Aug 15, 2022 at 6:40 PM Subject: Re: Roger (Salesforce & clearcare reconciliation) To: Angie Markwell Cc: Matt Vijayan , Ashley Mirone , Timothy Thomas Hi Tim, Attached is a spreadsheet with Canadian clients. I have a tab with all CA clients and another tab that is much more manageable filtered down to 2022 client starts only and excluding any client related to Consumer Marketing or Word of Mouth Account categories. Please review and track what changes you'd like to see and we can get the file to the SF Team to upload and make bulk changes. Happy to chat through if it helps. Thanks! Preston On Fri, Aug 12, 2022 at 7:41 PM Angie Markwell wrote: > Thanks Preston this is very helpful and I leave it to Tim and Matt to > determine if they have anyone who fits this criteria. > > On Fri, Aug 12, 2022 at 1:33 PM Preston Harlow wrote= : > >> Hi Angie and Matt, >> >> Based on what Matt is saying, no data is not flowing through correctly. >> Salesforce is our source of truth and therefore anything that is >> misrepresented we certainly want to be corrected. Typically we won't upd= ate >> data in SF prior to the acquisition date but should have data flowing >> through correctly since then. If the teams are starting clients in CC >> instead of SF this would cause a lot of this disconnect. There will need= to >> be some work to clean this up. The best approach will be to get a >> spreadsheet of the clients that don't have the correct referral informat= ion >> in SF and provide that list in a ticket to the SF Team with th