Re: Résidence Manoir Outremont - Cogir

--00000000000031feff063ba39356 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, Sounds like you did the exact right thing here! Now that Isabelle owns the Referral Account, moving forward any new clients will be attributed to her (Marketer Credit field) for commissions, while you will continue to have Marketer Credit for Mark and Paulette. Thanks, On Tue, Aug 5, 2025 at 11:13=E2=80=AFAM Joey Taylor wrote: > Hey Jackie and Julia, > > We have a nursing home in Montreal (R=C3=A9sidence Manoir Outremont - Cog= ir) > who we have been working with for a few years. They have always been my > account in SF as I have gone and done marketing/business there for the pa= st > 2 years (prior to having an HCL). Things have quieted down in terms of > business from them and Isabelle would like to take over the account. I > think this is a great idea as I do not have the time to manage this accou= nt > with my current role. > > My only issue is, the account has 2 current clients (Mark Peacock and > Paulette Marcotte Lafleur) that I did a lot of work for and will be paid = to > me on the GM SPIFF plan. I want to continue having both those clients > linked to my name but am happy to give Isabelle anything new that comes > from the account. > > I just transferred the account to Isabelle's name. Is there anything that > needs to be done on either end to make this as simple for tracking as > possible? > > Thanks, > > Joey Taylor > > *Directeur G=C3=A9n=C3=A9ral/**General Manager* > > 514-907-5065 > > TheKey.ca > > [image: TheKey] > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --00000000000031feff063ba39356 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, Sounds like you did the exact = right thing here! Now that Isabelle owns the Referral Account, moving forwa= rd=C2=A0any new clients=C2=A0will be attributed to her (Marketer Credit fie= ld) for commissions, while you will continue to have Marketer Credit for Ma= rk and Paulette. Thanks, On Tue, Aug 5, 2025 at 11:13=E2=80=AFAM Joey Taylor < joey.taylor@thekey.com > wrote: Hey Ja= ckie and Julia, We have a nursing home in Montreal (R=C3=A9sidence M= anoir Outremont - Cogir) who we have been working with for a few years. The= y have always been my account in SF as I have gone and done marketing/busin= ess there for the past 2 years (prior to having an HCL). Things have quiete= d down in terms of business from them and Isabelle would like to take over = the account. I think this is a great idea as I do not have the time to mana= ge this account with my current role. My only issue is, the account = has 2 current clients (Mark Peacock and Paulette Marcotte Lafleur) that I d= id a lot of work for and will be paid to me on the GM SPIFF plan. I want to= continue having both those clients linked to my name but am happy to give = Isa