--000000000000d7af770648745b97 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Chris, It=E2=80=99s the same plan we currently have when a new client hits 5K in r= evenue from referral partner. This plan leverages cross border revenue Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] On Thu, Jan 15, 2026 at 4:25=E2=80=AFPM Chris Gerard wrote: > What are the financial details of the SPIFF? > > On Thu, Jan 15, 2026 at 2:41=E2=80=AFPM BethAnn Rosario bethann.rosario@thekey.com> wrote: > >> Joey reviewed this with Tim and I already and I presented to Jaime. We >> are all aligned in the motivating factors of this Spiff and think the >> meeting in south Florida next week will future enhance the cross border >> partnerships and referral opportunities. >> >> BA >> >> >> On Thu, Jan 15, 2026 at 12:46=E2=80=AFPM Joey Taylor >> wrote: >> >>> Good Afternoon Chris, >>> >>> Hope you are doing well. The Montreal office recently transferred four >>> Tier 1 clients to the US (3 in Florida and 1 in California). I would li= ke >>> to propose the following: *GM/CSM/HCL SPIFF plan*. >>> >>> This would create designated Snowbird referral accounts in SF (e.g., >>> Montreal =E2=86=94 Florida, with optional office segmentation) to track >>> inter-office client referrals when clients relocate seasonally. The >>> incentive would apply only to the referring office and would trigger on= ce >>> the referred client reaches $5,000 in billings, consistent with current >>> SPIFF thresholds. >>> >>> This structure would: >>> >>> - >>> >>> Retain clients within TheKey rather than losing them due to >>> relocation >>> - >>> >>> Encourage collaboration across offices >>> - >>> >>> Reduce seasonal attrition >>> - >>> >>> Support overall revenue growth while preserving continuity of care >>> >>> If approved, I can present this next week to the Florida offices. >>> >>> Thank you, >>> >>> Joey Taylor >>> >>> *Directeur G=C3=A9n=C3=A9ral/**General Manager* >>> >>> 514-907-5065 >>> >>> TheKey.ca >>> >>> [image: TheKey] >>> >> > > -- > Kind Regards, > > > *Chris Gerard* > CEO | *TheKey* > Mobile: 817-313-7913 > [image: TheKey] > --000000000000d7af770648745b97 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Chris, It=E2=80=99s the same pl= an we currently have when a new client hits 5K in revenue from referral par= tner. This plan leverages cross border revenue Joey Taylor Direc= teur G=C3=A9n=C3=A9ral/ General Manager 514-907-5065 TheKey.ca =C2= =A0=C2=A0 <img alt=3D"TheKey" src=3D"= https://lh5.googleusercontent.com/7UIl5qIg98CVLNkfJb