--000000000000d053900647e83c90 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I=E2=80=99m aligned with this. Tim, want to bring it up In Dallas when we a= re together? BA On Thu, Jan 8, 2026 at 11:20=E2=80=AFAM Joey Taylor wrote: > Good Morning, > > I would like to propose a Snowbird-specific referral compensation > structure to be incorporated into the existing GM/CSM SPIFF plan. > > Under this model, we would establish designated referral accounts such as= *Montreal > Snowbirds*, *Florida Snowbirds* (with the option to segment by office), > and any additional states where this client migration is applicable. Thes= e > accounts would be used exclusively to track Snowbird referrals between > TheKey offices. > > This structure would incentivize General Managers, Client Success > Managers, and HCLs (where applicable by market) to refer clients who are > relocating seasonally rather than losing them altogether. Importantly, th= e > incentive would apply only to the referring office, ensuring accountabili= ty > and clear attribution. > > The referral would fall under the existing SPIFF framework, with payout > eligibility triggered once the referred client reaches *$5,000 in > billings*, consistent with current SPIFF requirements. > > This approach would: > > - > > Encourage retention of clients within TheKey organization > - > > Promote collaboration and partnership across offices > - > > Reduce client attrition due to seasonal relocation > - > > Support overall revenue growth across markets > > By formalizing Snowbird referrals within our compensation structure, we > reinforce a culture of shared success while preserving continuity of care > for our clients. > > If approved, we can present this next week to the offices!! > > Thank you, > > Joey Taylor > > *Directeur G=C3=A9n=C3=A9ral/**General Manager* > > 514-907-5065 > > TheKey.ca > > [image: TheKey] > --000000000000d053900647e83c90 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I=E2=80=99m aligned with this. Tim, want to bring it up I= n Dallas when we are together?=C2=A0 BA On Thu, Jan 8,= 2026 at 11:20=E2=80=AFAM Joey Taylor < joey.taylor@thekey.com > wrote: Good Morning, = I would like to propose a Snowbird-specific referral compensation struct= ure to be incorporated into the existing GM/CSM SPIFF plan. Under this model, we would establish designated referral accounts such a= s Montreal Snowbirds , Florida Snowbirds (= with the option to segment by office), and any additional states where this= client migration is applicable. These accounts would be used exclusively t= o track Snowbird referrals between TheKey offices. This structure would incentivize General Managers, Client Success Manage= rs, and HCLs (where applicable by market) to refer clients who are relocati= ng seasonally rather than losing them altogether. Importantly, the incentiv= e would apply only to the referring office, ensuring accountability