--000000000000f6dda305f9d8e0fc Content-Type: multipart/alternative; boundary="000000000000f6dda205f9d8e0fb" --000000000000f6dda205f9d8e0fb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 be 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 call 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 conce= rns. >> >> 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 Deser= t). >> If this becomes more than a one-off, we can think about better process, >> but let's not overcomplicate for now. >> >> On Fri, Oct 14, 2022 at 11:17 AM Matt Vijayan >> wrote: >> >>> Thank you Matt. Before I communicate this to Kathy Mendham, would this >>> be paid from Canada or US Accounts Payable? >>> >>> Also, we need to keep a track of the revenue from the clients referred >>> by the Canadian GCMs (where this referral fee clause is valid) and perh= aps >>> the resp