--000000000000104a580648733ff0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Joey reviewed this with Tim and I already and I presented to Jaime. 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 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 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] > --000000000000104a580648733ff0 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Joey reviewed this with Tim and I already and I presented= to Jaime. We are all aligned in the motivating factors of this Spiff and t= hink the meeting in south Florida next week will future enhance the cross b= order partnerships and referral opportunities.=C2=A0 BA On Thu, Jan 15, 2026 at 12:46=E2=80=AFPM Joey Taylor < joey.taylor@thekey.com > wrote: Good Afternoon Chris, Hope you are doing well. The Montreal office recently trans= ferred 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 w= ould create designated Snowbird referral accounts in SF (e.g., Montreal =E2= =86=94 Florida, with optional office segmentation) to track inter-office cl= ient referrals when clients relocate seasonally. The incentive would apply = only to the referring office and would trigger once the referred client rea= ches $5,000 in billings, consistent with current SPIFF thresholds. Th= is 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 co= ntinuity of care If approved, I can present this next week = to the Florida offices.=C2=A0 Thank you, Joey Taylor Directeur G=C3=A9n=C3=A9ral/ General Manager 514-907-5065 TheKey.