Re: Spreadsheet shared with you: "Copy of Referral Accounts for GMs"

From
Danielle James <danielle.james@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 5 Mar 2025 09:12:53 -0600
Folder
INBOX
--0000000000007a4876062f99d325 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable A few accounts on here are Micahs and should be Rev accounts. How do we get those fixed to am I supposed to take those over? *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Wed, Mar 5, 2025 at 9:08=E2=80=AFAM Timothy Thomas (via Google Sheets) wrote: > Timothy Thomas shared a spreadsheet > [image: Header profile photo] > Timothy Thomas (tt@thekey.com) has invited you to *edit* the following > spreadsheet: > Good morning, > > On tomorrow's Growth call, leadership will announce a new incentive for > GMs aimed at business development. You will all be eligible for an HCL > style bonus for referral accounts. We've selected ~5-8 Rev Ops owned > Referral Accounts for each GM based on priority of the following Account > metrics: > > Active Partnerships (PPAs) > Active/Inactive/Newly Activated Accounts (active client census/recent SOC= s) > Stalled/Declining Accounts (historical SOCs) > Highest revenue/SOC generating accounts (last 3 months, 12 months and > lifetime) > Highest revenue generating referral channels (SLCs, GCMs, Hospitals, > Fiduciaries, etc). > > Please review the Accounts noted for your respective Sites and respond vi= a > email or comment in the google sheet with any Account revisions that migh= t > be appropriate by end of day. Some reasons for revisions may include: > > Duplicate Accounts (some of these Rev Ops accounts may be a duplicate of = a > HCL owned account) > Unqualified/Low potential Accounts (we may have historical revenue but th= e > account is no longer viable/promising) > Account location (if the Account is not within a reasonable drive time fo= r > you) > > If you are able to suggest an alternative Rev Ops owned account that woul= d > be a better fit for you, please do so! We want to do everything we can to > set you up for success. > > Thanks > Tim > > Copy of Referral Accounts for GMs > > > > Open > > Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA > You have received this email because tt@thekey.com shared a spreadsheet > with you from Google Sheets. [image: Google] > > --0000000000007a4876062f99d325 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable A few accounts on here are Micahs and should be Rev a= ccounts. How do we get those fixed to am I supposed=C2=A0to take those over= ? Danielle James LPN = Milwaukee General Manager | TheKey Mobile: 414-309-4827 Have positive feedback? We&#39;d love to share that with the community= :=C2=A0 <a href=3D"https://search.google.com/local/wr