Snowbird Referral SPIFF

From
Joey Taylor <joey.taylor@thekey.com>
To
Chris Gerard <chris.gerard@thekey.com>, Timothy Thomas <tt@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>
Date
Thu, 15 Jan 2026 13:46:10 -0500
Folder
INBOX
--0000000000001271db064871a4b9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 like 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 once 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] --0000000000001271db064871a4b9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 like to propose the fol= lowing: GM/CSM/HCL SPIFF plan . This would create designated Snowbi= rd referral accounts in SF (e.g., Montreal =E2=86=94 Florida, with optional= office segmentation) to track inter-office client referrals when clients r= elocate seasonally. The incentive would apply only to the referring office = and would trigger once the referred client reaches $5,000 in billings, cons= istent with current SPIFF thresholds. This structure would: Retain clients within TheKey rather than lo= sing them due to relocation Encou= rage collaboration across offices Reduce seasonal attrition Suppor= t overall revenue growth while preserving continuity of care If approved, I can present this next week to the Florida offices.=C2=A0 Thank you, Joey Taylor Dir= ecteur G=C3=A9n=C3=A9ral/ General Manager 514-907-5065 TheKey.ca = =C2=A0=C2=A0 --0000000000001271db064871a4b9--

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