Hello RDOs! We have a live demo scheduled with bQuest this Thursday,
December 4⋅9:30 – 10:30am PST to walk through the referral process and
portal access. Please let me know if there are any conflicts with this time.
On Tue, Nov 25, 2025 at 9:39 AM Julia Jenkins <jujenkins@thekey.com> wrote:
> Hello RDOs! I plan to share this updated contact list with bQuest tomorrow
> morning so please be sure to review and make any necessary changes by the
> end of the day today. Please let me know if you have any questions or
> concerns.
>
> We'll get a training set up with bQuest likely for next week with our POCs
> noted in the sheet.
>
> Thank you!
>
> On Fri, Nov 21, 2025 at 3:42 PM Julia Jenkins <jujenkins@thekey.com>
> wrote:
>
>> Hello RDOs,
>>
>> I'm thrilled to announce a new strategic partnership pilot with bQuest,
>> which is now activated for 21 select TheKey locations.
>>
>> To ensure a smooth, white-glove lead handoff experience for bQuest's
>> CEO, financial advisors, and their clients, I am seeking your prompt review
>> of the information and TheKey contact spreadsheet below please.
>>
>> *What is bQuest?*
>> *bQuest * <https://app.thebquest.com/about-us>("Buh-Quest") is a tech
>> platform built to help financial advisors support their collective 14,000 *high
>> net-worth and ultra high net-worth clients* through difficult life
>> transitions related to aging, end-of-life, and after-loss.
>>
>> - Financial advisors and their clients access the platform to connect
>> with a national network of pre-vetted aging care professionals and
>> specialists, such as:
>> - Senior Placement Experts
>> - Care Managers
>> - Home Care Agencies
>> - Grief Counselors
>> - and more
>>
>>
>> - Their company offers human *concierge* services for high-touch, *white-glove
>> support*, assisting families with complex logistical and emotional
>> challenges.
>>
>>
>> *Membership PPA Pilot Scope & Duration:*
>>
>> - 1 year membership pilot for 21 select TheKey locations (see
>> location list here
>> <https://docs.google.com/spreadsheets/d/1aTAQ19ZukBZ5cHlg0U8VU-Bn0DttNZIUdRmxoPCEeb8/edit?gid=0#gid=0>
>> ).
>> - Participation fee: $245 per participating location for the year.
>> - Platform listing for each of our participating locations as a
>> vetted provider.
>> - Access to client referrals where TheKey is a match based on client
>> needs.
>>
>>
>> *Referral Process*
>> Based on an initial referral for Jennifer Giest's region, we quickly
>> learned that a centralized distribution list for new leads will not provide
>> the premium experience bQuest & their advisors expect. *The best path
>> forward is to provide bQuest's CEO and financial advisors with a direct
>> operational point of contact for each of our locations.*
>>
>> This approach will:
>>
>> - Ensure a true white-glove experience for bQuest, their advisors,
>> and clients.
>> - Reduce internal handoffs and increase speed-to-service.
>> - Improve Lead to SOC conversions.
>> - Allow bQuest's financial advisors and CEO (Kelly Baird) to build
>> valuable, mutually beneficial relationships with our regional leaders
>> (something they are very excited about!).
>>
>>
>> *Here is how the referral process will work:*
>>
>> - We will provide our TheKey POC for each location next week with
>> their email and phone number for referrals (see tentative contact
>> list here
>> <https://docs.google.com/spreadsheets/d/1aTAQ19ZukBZ5cHlg0U8VU-Bn0DttNZIUdRmxoPCEeb8/edit?gid=0#gid=0>
>> ).
>> - Financial Advisors and clients will find our location listings on
>> the bQuest portal when searching for home care resources.
>> - It will be common for the financial advisor or Kelly Baird ( bQuest
>> CEO) to contact our POC directly to review a potential new client before
>> connecting us with the client.
>> - They will refer a new client by *calling *or *emailing* our
>> dedicated POC for the given location, or by *sending a message via
>> the secure bQuest portal*.
>> - Our TheKey POC will receive the lead and assign it to the
>> appropriate team member for ownership and follow-up.
>> - Leads to be documented in SF under: bQuest Partnership
>> <https://homecareassistance.lightning.force.com/lightning/r/Account/001UH000007zxFGYAY/view>
>>
>>
>> *Immediate Next Steps*
>>
>> 1. *RDOs– please review our TheKey location + POC list HERE.
>> <https://docs.google.com/spreadsheets/d/1aTAQ19ZukBZ5cHlg0U8VU-Bn0DttNZIUdRmxoPCEeb8/edit?gid=0#gid=0>*
>> 1. Based on Jennifer Giest's experience, we highly encourage you
>> all to be the POC for your selected locations. However, if you prefer your
>> GM to be the POC, please simply edit the sheet accordingly. We're looking
>> to submit this updated contact list as soon as possible next week.
>> 2. bQuest will host *a live training session *to walk our POCs
>> through receiving new messages via their secure portal and connecting with
>> other referral partners on their portal. Details to follow once we have
>> aligned on the POC list.
>>
>>
>> Please let me know if you have any questions, feedback, or concerns
>> regarding this exciting new opportunity.
>>
>> Thank you in advance!
>> *Membership Pilot Program Scope & Duration:*
>> --
>> 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>