Re: Pilot Partnership Proposal – TheKey Home Care & Sunrise Residences

--0000000000000ceb6e064b22f312 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good evening, Thank you for sharing the first draft of the proposal. It=E2=80=99s a great starting point, and I appreciate the work that went into it. Before we send this to Kristina, I think we need to have a brief meeting to align on a few realities in Montreal. I want to make sure we aren=E2=80=99t proposing a "new way of working" that Sunrise might find disruptive or threatening to their own revenue. A few key points from my side: =E2=80=A2 Care vs. Companionship: Sunrise views their care plans (showers, dressing, etc.) as their "bread and butter." If we suggest we are "enhancing service" or "reducing their staff costs," they will see us as a competitor. We must pivot our language to strictly Integration, 1-on-1 Companionship, and Safety/Wandering support. =E2=80=A2 The 2026 Commission Shift: In 2026, Sales Directors (DOS) lose 25= % of their potential salary if a third-party agent is involved. Our value is helping them get Direct Referrals so they keep their full commission while Sunrise saves on the $5,000 agency fee. =E2=80=A2 Operational Boundaries: Sunrise is very strict=E2=80=94they will = not allow our staff to perform any clinical care (like showers). We need to ensure the proposal reflects that we are a "value-add" for the family's transition, not a replacement for Sunrise staff. Regarding the process with Kristina: She asked why I didn=E2=80=99t send this directly to Melanie and Luzia. I e= xplained that Joey and I agreed we wanted to see how she felt about it first. We didn't want to impose a new system on her without her input. She appreciated this "bottom-up" approach, and we feel it=E2=80=99s best if she= is the one to forward the final version to her bosses once she=E2=80=99s on board. Can we meet briefly to refine the "Care vs. Companionship" section? I want to make sure the final version is something Kristina feels 100% confident defending to her superiors. Best regards, Isabelle Grondin *Directrice du d=C3=A9veloppement client / **Home Care Liaison* Cell : 438-699-9311 Bur : 514-907-5065 TheKey.ca [image: TheKey] Le mer. 18 f=C3=A9vr. 2026 =C3=A0 16:33, Joey Taylor a =C3=A9crit : > Dear Kristina, > > On behalf of TheKey Home Care, I am pleased to present the following pilo= t > partnership proposal between TheKey and Sunrise Residences (DDO, > Beaconsfield, and Fontaine Blue locations) in Montreal. > > Our shared objective is to create a seamless continuum of care that > supports seniors transitioning between home care and senior living, while > enhancing resident well-being and delivering mutual business growth. > ------------------------------ > > PILOT PARTNERSHIP PROPOSAL > > *PART 1: TheKey Referrals to Sunrise* > > For any client directly referred by TheKey to Sunrise (not through a > placement agency): > > =E2=80=A2 Sunrise will provide the client with a $3,000 discount on their= first > month=E2=80=99s