Hey Chris,
It’s the same plan we currently have when a new client hits 5K in revenue
from referral partner. This plan leverages cross border revenue
Joey Taylor
*Directeur Général/**General Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Thu, Jan 15, 2026 at 4:25 PM Chris Gerard <chris.gerard@thekey.com>
wrote:
> What are the financial details of the SPIFF?
>
> On Thu, Jan 15, 2026 at 2:41 PM BethAnn Rosario <
> bethann.rosario@thekey.com> wrote:
>
>> 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 PM Joey Taylor <joey.taylor@thekey.com>
>> 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 ↔ 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 Général/**General Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>
>
> --
> Kind Regards,
>
>
> *Chris Gerard*
> CEO | *TheKey*
> Mobile: 817-313-7913
> [image: TheKey] <https://homecareassistance.com/>
>