--000000000000a72875063d44ce03 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Adding John. D & A Team: Please advise on your findings. Thanks, Bob On Mon, Aug 25, 2025 at 5:03=E2=80=AFPM Ashley Mirone = wrote: > Also looping in +Renee Drobek and +Donny > Deshotels 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 ne= w > hire. > > The GM Joey is reaching out to flag that he believes this has happened an= d > 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 >> amount has been sent off for payment and this is for one individual clie= nt. @Ashley >> 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 >>> assure 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 delaye= d! >>> 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 pa= id >>> 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=A9side= nce >>>> Manoir Outremont - Cogir" This was my account for the last year. The >>>> referral was made to me and was before Isabelle (our HCL) started work= ing. >>>> When Isabelle started, I handed it off to her in hopes she could grow = it. 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 t= his!! >>>> >>>> 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. Jack