Re: Oasis Senior Advisors

From
Julia Jenkins <jujenkins@thekey.com>
To
Will Reid <wreid@thekey.com>, Diego Castaneda <diego.castaneda@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 19 Feb 2025 12:19:32 -0800
Folder
INBOX
--000000000000d9a9be062e847b62 Content-Type: multipart/alternative; boundary="000000000000d9a9bc062e847b60" --000000000000d9a9bc062e847b60 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Will, are you looking for what they would have earned in the lifetime of the account? Unfortunately pulling that historically goes beyond our capabilities in Salesforce. @Diego Castaneda Would someone from your team be able to calculate what this Referral Account would have earned based on our national Oasis contract terms (see attached contract)? Oasis Senior Advisors - Mason OH https://homecareassistance.lightning.force.com/lightning/r/Account/0015e000= 00QMIFVAA5/view Thank you, On Wed, Feb 19, 2025 at 7:09=E2=80=AFAM Will Reid wrote: > Julia, > Based on the clients they've sent us, could you calculate what this Oasis > Cincinnati franchise owner would have earned? > https://homecareassistance.lightning.force.com/lightning/r/Account/0015e0= 0000QMIFVAA5/view > > I'm getting pushback on the corporate agreement I shared with them last > week. > > Thanks! > > > Will Reid > Partner > > wreid@thekey.com > 513-707-2304 > TheKey.com > [image: TheKey] > > > On Fri, Feb 7, 2025 at 12:52=E2=80=AFPM Julia Jenkins > wrote: > >> Hi Will, >> >> Just received confirmation our AP team pays each Oasis franchise directl= y >> each month. >> >> On Fri, Feb 7, 2025 at 9:24=E2=80=AFAM Julia Jenkins >> wrote: >> >>> Sounds like a plan. I haven't heard back from our AP team so just sent >>> another follow up email. >>> I asked if they could provide confirmation today so I'll keep you poste= d! >>> >>> On Fri, Feb 7, 2025 at 6:31=E2=80=AFAM Will Reid wro= te: >>> >>>> Hey Julia, >>>> I'll let the Oasis Cincinnati franchise know they will be paid directl= y >>>> by TheKey. >>>> >>>> Thanks, >>>> >>>> Will Reid >>>> Partner >>>> >>>> wreid@thekey.com >>>> 513-707-2304 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Wed, Feb 5, 2025 at 8:27=E2=80=AFPM Julia Jenkins >>>> wrote: >>>> >>>>> My understanding is the payments go directly to the franchise >>>>> locations=E2=80=93 but I can double check with our AP team tomorrow f= or you. >>>>> >>>>> On Wed, Feb 5, 2025 at 4:40=E2=80=AFPM Will Reid w= rote: >>>>> >>>>>> Julia, >>>>>> Please confirm that the payment back to an Oasis franchise would be >>>>>> directly to the franchise and not the corporate office. >>>>>> >>>>>> Thanks >>>>>> >>>>>> >>>>>> Will Reid >>>>>> Partner >>>>>> >>>>>> wreid@thekey.com >>>>>> 513-707-2304 >>>>>> TheKey.com >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> On Wed, Feb 5, 2025 at 4:23=E2=80=AFPM Julia Jenkins >>>>>> wrote: >>>>>> >>>>>>> Hi Will, >>>>>>> >>>>>>> Hope you are doing well! I'm so sorry as I'm completely booked up >>>>>>> this week, however I'll share some details with you here and let me= know >>>>>>> what questions you might have=E2=80=93 >>>>>>> >>>>>>> 1. All pre-existing Oasis contracts should no longer be effective a= s >>>>>>> of 7/2023 when we 

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