Hi
Yes, this is a bit complicated to recreate going backwards. It applies to
client services months 2-7 only.
Thanks,
*Diego Castaneda*
Head of FP&A
On Wed, Feb 19, 2025 at 3:24 PM Will Reid <wreid@thekey.com> wrote:
> Julia,
> Yes on lifetime. We’ve only billed about $350k. I’m just trying to
> illustrate a point to the referral source. Diego, if this is a complicated
> request then disregard. Just let us know either way.
>
> Thanks
>
>
> Will Reid
> Partner
>
> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
> 513-707-2304
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Wed, Feb 19, 2025 at 3:20 PM Julia Jenkins <jujenkins@thekey.com>
> wrote:
>
>> Hi Will, are you looking for what they would have earned in the lifetime
>> of the account? Unfortunately pulling that historically goes beyond our
>> capabilities in Salesforce.
>>
>> @Diego Castaneda <diego.castaneda@thekey.com> Would someone from your
>> team be able to calculate what this Referral Account would have earned
>> based on our national Oasis contract terms (see attached contract)?
>>
>> Oasis Senior Advisors - Mason OH
>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000QMIFVAA5/view
>>
>> Thank you,
>>
>>
>> On Wed, Feb 19, 2025 at 7:09 AM Will Reid <wreid@thekey.com> wrote:
>>
>>> Julia,
>>> Based on the clients they've sent us, could you calculate what this
>>> Oasis Cincinnati franchise owner would have earned?
>>> https://homecareassistance.lightning.force.com/lightning/r/Account/0015e00000QMIFVAA5/view
>>>
>>> I'm getting pushback on the corporate agreement I shared with them last
>>> week.
>>>
>>> Thanks!
>>>
>>>
>>> Will Reid
>>> Partner
>>>
>>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>>> 513-707-2304
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Fri, Feb 7, 2025 at 12:52 PM Julia Jenkins <jujenkins@thekey.com>
>>> wrote:
>>>
>>>> Hi Will,
>>>>
>>>> Just received confirmation our AP team pays each Oasis
>>>> franchise directly each month.
>>>>
>>>> On Fri, Feb 7, 2025 at 9:24 AM Julia Jenkins <jujenkins@thekey.com>
>>>> wrote:
>>>>
>>>>> Sounds like a plan. I haven't heard back from our AP team so just sent
>>>>> another follow up email.
>>>>> I asked if they could provide confirmation today so I'll keep you
>>>>> posted!
>>>>>
>>>>> On Fri, Feb 7, 2025 at 6:31 AM Will Reid <wreid@thekey.com> wrote:
>>>>>
>>>>>> Hey Julia,
>>>>>> I'll let the Oasis Cincinnati franchise know they will be paid
>>>>>> directly by TheKey.
>>>>>>
>>>>>> Thanks,
>>>>>>
>>>>>> Will Reid
>>>>>> Partner
>>>>>>
>>>>>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>>>>>> 513-707-2304
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>> On Wed, Feb 5, 2025 at 8:27 PM Julia Jenkins <jujenkins@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> My understanding is the payments go directly to the franchise
>>>>>>> locations– but I can double check with our AP team tomorrow for you.
>>>>>>>
>>>>>>> On Wed, Feb 5, 2025 at 4:40 PM Will Reid <wreid@thekey.com> wrote:
>>>>>>>
>>>>>>>> Julia,
>>>>>>>> Please confirm that the payment back to an Oasis franchise would be
>>>>>>>> directly to the franchise and not the corporate office.
>>>>>>>>
>>>>>>>> Thanks
>>>>>>>>
>>>>>>>>
>>>>>>>> Will Reid
>>>>>>>> Partner
>>>>>>>>
>>>>>>>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>>>>>>>> 513-707-2304
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Wed, Feb 5, 2025 at 4:23 PM Julia Jenkins <jujenkins@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Hi Will,
>>>>>>>>>
>>>>>>>>> Hope you are doing well! I'm so sorry as I'm completely booked up
>>>>>>>>> this week, however I'll share some details with you here and let me know
>>>>>>>>> what questions you might have–
>>>>>>>>>
>>>>>>>>> 1. All pre-existing Oasis contracts should no longer be effective
>>>>>>>>> as of 7/2023 when we signed the new national contract with the Oasis
>>>>>>>>> president, if that helps with your conversation on discussing the need for
>>>>>>>>> a new contract together (this is direction from corporate Oasis as well as
>>>>>>>>> TheKey)
>>>>>>>>> 2. If the franchise owners are interested in opting in, I would
>>>>>>>>> generate the Pandadoc agreement for their signature and I can let our
>>>>>>>>> corporate Oasis contact know they would like to opt in.
>>>>>>>>> 3. Our AP team handles monthly billing and this is how it works:
>>>>>>>>>
>>>>>>>>> Oasis will receive a report by the end of day on the 12th monthly
>>>>>>>>> that includes the prior month’s collected revenue and total revenue earned
>>>>>>>>> (generated by our AP team).
>>>>>>>>> Oasis sends TheKey the final invoice by the 20th of the month
>>>>>>>>> (sent to invoices@thekey.coupahost.com (no longer
>>>>>>>>> ap-invoices@thekey.com) from each Oasis franchise). Please note
>>>>>>>>> that this inbox only reads PDF format files.
>>>>>>>>> TheKey will fulfill payments within 45 business days.
>>>>>>>>> TheKey to send Oasis (corporate team) a final report by the 10th
>>>>>>>>> of every month on all payments made to franchise locations the prior month
>>>>>>>>> (sent to <operations@oasissenioradvisors.com>
>>>>>>>>> operations@oasissenioradvisors.com)
>>>>>>>>>
>>>>>>>>> On Wed, Feb 5, 2025 at 11:37 AM Will Reid <wreid@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hey Julia,
>>>>>>>>>> I'm having lunch with one of the Cincinnati Oasis franchise
>>>>>>>>>> owners on Monday, Feb 10. We've had a few signed agreements with them over
>>>>>>>>>> the years and have done some business with them, but nothing huge. I'm
>>>>>>>>>> taking over that relationship in the absence of a Cincinnati HCL. I plan to
>>>>>>>>>> switch them over to the new agreement you gave Tim (attached) and away from
>>>>>>>>>> the one we have in place. Our existing agreement is not as "rich" as the
>>>>>>>>>> one you shared so no concerns about the change.
>>>>>>>>>>
>>>>>>>>>> I'd like to discuss how the paperwork/agreement process is
>>>>>>>>>> handled. I noticed your note to Tim that you would send a PandaDoc to them.
>>>>>>>>>> I'd like to have a quick conversation with you regarding that and the
>>>>>>>>>> tracking responsibilities. Your calendar is full. Can you schedule
>>>>>>>>>> something for us before the end of this week? I need to be fully prepared
>>>>>>>>>> for my Monday meeting.
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>>
>>>>>>>>>> Will Reid
>>>>>>>>>> Partner
>>>>>>>>>>
>>>>>>>>>> wreid@thekey.com <https://brand.thekey.com/esg/wreid@thekey.com>
>>>>>>>>>> 513-707-2304
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>> <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Julia Jenkins
>>>>>>>>> Director, Revenue Operations
>>>>>>>>> *Please note my email address has changed:*
>>>>>>>>> jujenkins@thekey.com
>>>>>>>>> Mobile: (805) 717-7606
>>>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>>>> <https://thekey.com>
>>>>>>>>>
>>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Julia Jenkins
>>>>>>> Director, Revenue Operations
>>>>>>> *Please note my email address has changed:*
>>>>>>> jujenkins@thekey.com
>>>>>>> Mobile: (805) 717-7606
>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>> <https://thekey.com>
>>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Julia Jenkins
>>>>> Director, Revenue Operations
>>>>> *Please note my email address has changed:*
>>>>> jujenkins@thekey.com
>>>>> Mobile: (805) 717-7606
>>>>> TheKey.com <https://thekey.com/>
>>>>> <https://thekey.com>
>>>>>
>>>>
>>>>
>>>> --
>>>> Julia Jenkins
>>>> Director, Revenue Operations
>>>> *Please note my email address has changed:*
>>>> jujenkins@thekey.com
>>>> Mobile: (805) 717-7606
>>>> TheKey.com <https://thekey.com/>
>>>> <https://thekey.com>
>>>>
>>>
>>
>> --
>> Julia Jenkins
>> Director, Revenue Operations
>> *Please note my email address has changed:*
>> jujenkins@thekey.com
>> Mobile: (805) 717-7606
>> TheKey.com <https://thekey.com/>
>> <https://thekey.com>
>>
>