--0000000000000e0d06063ba54892 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That's Great!! Thanks Julia On Tue, Aug 5, 2025 at 3:53=E2=80=AFPM Julia Jenkins = wrote: > Hi Joey, > > Sounds like you did the exact right thing here! Now that Isabelle owns th= e > Referral Account, moving forward any new clients will be attributed to he= r > (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 - Co= gir) >> 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 p= ast >> 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 acco= unt >> 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 tha= t >> 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] >> > > > -- > Julia Jenkins > Director, Revenue Operations > *Please note my email address has changed:* > jujenkins@thekey.com > Mobile: (805) 717-7606 > TheKey.com > > --=20 Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --0000000000000e0d06063ba54892 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That's Great!! Thanks Julia=C2=A0 On Tue, Aug 5, 2025 at 3:53=E2=80=AFPM Julia Jenkins < jujenkins@thekey.com > wrote: Hi Joey, Sounds like you did the exact right thing here! Now that Is= abelle owns the Referral Account, moving forward=C2=A0any new clients=C2=A0= will be attributed to her (Marketer Credit field) for commissions, while yo= u will continue to have Marketer Credit for Mark and Paulette. Thanks, On Tue, Aug 5, 2025 at 11:13=E2=80=AFAM Joey Tayl= or < joey.tay= lor@thekey.com > wrote: Hey Jackie and Julia, We have a = nursing home in Montreal (R=C3=A9sidence Manoir Outremont - Cogir) who we h= ave 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 past 2 years (p= rior to having an HCL). Things have quieted down in terms of business from = them and Isabelle