--000000000000839ff9063d36e1ec Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Also looping in +Renee Drobek and +Donny Deshotel= s here for visibility We need to make sure that when we are assigning referral accounts to new hires the existing leads/oppts/clients do not also get assigned to the new hire. The GM Joey is reaching out to flag that he believes this has happened and we need a way to confirm and if correct remediate this issue. Thanks, Ashley Mirone SVP of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] On Mon, Aug 25, 2025 at 2:00=E2=80=AFPM Jackie Summers wrote: > This is very helpful, thank you! Seeing as the majority of the July amoun= t > has been sent off for payment and this is for one individual client. @Ash= ley > Mirone and I are suggesting we wait for @Julia > Jenkins to review this tomorrow when she is back > in the office. > > Jackie Summers > Director of Sales Operations > 951-675-0413 > TheKey.com [image: TheKey] > > > > > > > On Mon, Aug 25, 2025 at 1:48=E2=80=AFPM Christopher Rafferty christopher.rafferty@thekey.com> wrote: > >> Of course, and thank you for adding context! Also, I would like to assur= e >> you that your whole July GM HCL Plan SPIF was not all entirely delayed, >> just whatever the payment would be for this 1 client is delayed! The >> remainder of your July SPIFF was sent off to CAN Payroll on Friday where >> they will pay as normally scheduled for your province! >> >> The plan now would be to get this client showing up in your proof, then >> send that amount over to CAN Payroll where they would get that chunk pai= d >> out to you! >> >> Thanks all >> Chris >> >> On Mon, Aug 25, 2025 at 4:19=E2=80=AFPM Joey Taylor >> wrote: >> >>> Thanks Chris!! >>> >>> @Jackie Summers To provide some context, client >>> Paulette Marcotte Lafleur was a referral from the account "R=C3=A9siden= ce >>> Manoir Outremont - Cogir" This was my account for the last year. The >>> referral was made to me and was before Isabelle (our HCL) started worki= ng. >>> When Isabelle started, I handed it off to her in hopes she could grow i= t. I >>> was assured by Julian that when the account was transferred over in >>> Isabelle's name, it would not affect any clients that started before >>> Isabelle's start date or my GM SPIFF plan. >>> >>> Hoping you can help get this account back in my name so it shows up in >>> Chris proof ASAP as my bonus was already delayed for July because of th= is!! >>> >>> On Mon, Aug 25, 2025 at 4:08=E2=80=AFPM Christopher Rafferty >> christopher.rafferty@thekey.com> wrote: >>> >>>> Hi all, >>>> >>>> Adding @Jackie Summers as it looks like Julia is >>>> now OOO. Jackie, would you be able to assist with Joey's client, Paule= tte >>>> Marcotte Lafleur, who did not show on his GM HCL Plan SPIFF Proof this >>>> month? We currently have no visibility of this client and would need h= er on >>>> the proo