--000000000000bf23ba064873dbb6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable What are the financial details of the SPIFF? On Thu, Jan 15, 2026 at 2:41=E2=80=AFPM BethAnn Rosario wrote: > Joey reviewed this with Tim and I already and I presented to Jaime. We ar= e > 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 lik= e >> 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 onc= e >> 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 relocatio= n >> - >> >> 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] >> > --=20 Kind Regards, *Chris Gerard* CEO | *TheKey* Mobile: 817-313-7913 [image: TheKey] --000000000000bf23ba064873dbb6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 > w= rote: Joey reviewed this with Tim and I already and I presented to Jaim= e. 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 pa= rtnerships and referral opportunities.=C2=A0 BA On Thu, Jan 15, 2026 at 12:46=E2=80=AFPM Joey Taylor < joey.taylor@thekey.co= m > wrote: Good Afternoon Chris, Hope you are= doing well. The Montreal office recently transferred four Tier 1 clients t= o the US (3 in Florida and 1 in California). I would like to propose the fo= llowing: GM/CSM/HCL SPIFF plan . This would create designated Snowb= ird referral accounts in SF (e.g., Montreal =E2=86=94 Florida, with optiona= l 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, con= sistent with current S