Re: Cheryl Cartwright sent you John McIntyre

This client had also intended on paying for three months upfront. Will this
be a problem?

On Tue, May 27, 2025 at 3:49 PM Timothy Thomas <tt@thekey.com> wrote:

> Yes they should all be active now, in addition to our 3rd client as well.
>
> Let's grab time with all the GMs to make sure we're dead set on the
> process for billing these.
>
> Thank you!
> Tim
>
> On Tue, May 27, 2025 at 11:18 AM <eclark@thekey.com> wrote:
>
>> Hi Tim-
>>
>>
>>
>> Of course. Is the client closed/won and now in CC as an active client? We
>> can have him send a check in but we need specific data on the check, and
>> for him to be active, to process that payment.
>>
>>
>>
>> Hi Kristy-
>>
>>
>>
>> I am going to find time with Tim & team to go over how we should invoice
>> these clients moving forward, as an interim process at least until Umesh
>> returns, so you can walk them through your preferred method.
>>
>>
>>
>> Hi Lito-
>>
>>
>>
>> This client will need to go on the Collector’s production schedule until
>> the payments are exhausted, since the auto-apply feature in NetSuite is not
>> enabled.
>>
>>
>>
>> Kind regards-
>>
>>
>>
>> *Elizabeth Clark*
>>
>> Director | *TheKey*
>>
>> Mobile: 619.822.4855
>>
>>
>>
>>
>>
>> *From:* Timothy Thomas <tt@thekey.com>
>> *Sent:* Tuesday, May 27, 2025 5:39 AM
>> *To:* Elizabeth Clark <eclark@thekey.com>; Cheryl Cartwright <
>> ccartwright@thekey.com>
>> *Subject:* Fwd: Cheryl Cartwright sent you John McIntyre
>>
>>
>>
>> Hi Liz,
>>
>>
>>
>> Our first Lifeguard pro client has signed up for two of his homes. He
>> would like to prepay 3 months in advance as Check is his only payment
>> option. Can you help organize this for June 1st?
>>
>>
>>
>> Thank you
>>
>> Tim
>>
>> ---------- Forwarded message ---------
>> From: *Cheryl Cartwright* <ccartwright@thekey.com>
>> Date: Fri, May 23, 2025 at 7:44 PM
>> Subject: Fwd: Cheryl Cartwright sent you John McIntyre
>> To: Timothy Thomas <tt@thekey.com>
>>
>>
>>
>>
>>
>>
>>
>> ---------- Forwarded message ---------
>> From: *John McIntyre* <john.mcintyre@lee-associates.com>
>> Date: Fri, May 23, 2025 at 7:24 PM
>> Subject: RE: Cheryl Cartwright sent you John McIntyre
>> To: Cheryl Cartwright <ccartwright@thekey.com>
>> CC: S Adams (sadams@portal.ca) <sadams@portal.ca>
>>
>>
>>
>> Cheryl---I have signed both agreements --- one for the home at 66 N.
>> Kaslo , Vancouver BC
>> <https://www.google.com/maps/search/66+N.+Kaslo+,+Vancouver+BC?entry=gmail&source=g>
>> and the other at 1570 W. 32
>> <https://www.google.com/maps/search/1570+W.+32?entry=gmail&source=g>nd
>> Avenue Vancouver BC .
>>
>> I have sent you my credit card details for reference purposes. We propose
>> to pay Corporately, and quarterly in advance in the amount of $2394. We
>> understand this agreement can be cancelled by either party without penalty
>> or bonus upon 30 days prior written notice.
>>
>> The agent for both properties is CCL Properties Ltd   #800-475 West
>> Georgia St. Vancouver B.C. V6B 4M9
>> <https://www.google.com/maps/search/475+West+Georgia+St.+Vancouver+B.C.+V6B+4M9?entry=gmail&source=g>
>> phone 604-816-6533.
>>
>> We look forward to your service.
>>
>> Regards
>>
>> John
>>
>> *P.S. Cheryl is your company for sale---as you know I have a strong
>> connection to Key Marketing.*
>>
>>
>>
>>
>>
>>
>>
>> *John McIntyre*
>> Lee & Associates Vancouver
>>
>> D 604.630.3389
>> C 604.816.6533
>> O 604.684.7117
>> john.mcintyre@lee-associates.com
>>
>> [image: Image removed by sender. logo] <http://www.lee-associates.com/>
>> *____________________________________*
>>
>>   475 West Georgia Street | Suite 800
>> <https://www.google.com/maps/search/475+West+Georgia+Street+%7C+Suite+800+%0D%0AVancouver,+BC,+Canada+V6B+4M9?entry=gmail&source=g>
>> Vancouver, BC, Canada V6B 4M9
>> <https://www.google.com/maps/search/475+West+Georgia+Street+%7C+Suite+800+%0D%0AVancouver,+BC,+Canada+V6B+4M9?entry=gmail&source=g>
>>
>> [image: Image removed by sender. LA] <http://www.lee-associates.com/>[image:
>> Image removed by sender. twitter]
>> <http://www.twitter.com/LeeAssociatesBC>[image: Image removed by sender.
>> Facebook] <http://www.facebook.com/LeeAssociatesBC>[image: Image removed
>> by sender. LinkedIn] <http://www.linkedin.com/company/lee-and-associates>
>>
>>
>>
>> *From:* Cheryl Cartwright <docs@email.pandadoc.net>
>> *Sent:* May 23, 2025 11:54 AM
>> *To:* John McIntyre <john.mcintyre@lee-associates.com>
>> *Subject:* Cheryl Cartwright sent you John McIntyre
>>
>>
>>
>> Cheryl Cartwright sent you John McIntyre. Hi John, This is the adjusted
>> agreement reflecting the subscription rate of $399/month for fall
>> detection. I have to send a separate agreement for Shelia. If you are
>> paying for that then I will send it to you. Please let me know. Warm
>> Regards, Cheryl Open the document via
>> https://app.pandadoc.com/document/v2?token=d1f3b3c3e064f8a094d52d704b401df15381dc0c?
>> Forward
>> https://app.pandadoc.com/document/v2?token=d1f3b3c3e064f8a094d52d704b401df15381dc0c?tool=forward
>> PandaDoc is an application to send, track, annotate, and sign documents
>> online in a fast, secure, and professional way.
>>
>>  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
>>
>> [image: Image removed by sender.]
>>
>> [image: Image removed by sender.]
>>
>> *Cheryl Cartwright* sent you *John McIntyre*.
>> ------------------------------
>>
>> Hi John,
>>
>> This is the adjusted agreement reflecting the subscription rate of
>> $399/month for fall detection. I have to send a separate agreement for
>> Shelia. If you are paying for that then I will send it to you. Please let
>> me know.
>>
>> Warm Regards,
>>
>> Cheryl
>> ------------------------------
>>
>> Open the document
>> <https://email.email.pandadoc.net/c/eJxMkE1vEzEQQH_N-raRv9brPewhBRYU4FBUtRGXyh6PE7NZe7Gd0PTXoyIKPY5Gb_TeuNEqYb0mLsF5wVgfgxuL-Dncf0rxFuEJLlBc2W8XQXBkvdSUK6k0OY6q66jvUTOletRSs1552zM1-G7AnlISRk55RzsumO4k1xvulQQKPSJ432veSIqLCafNaqIzLsEmYiWhPNZsAI094VjzGclpPNa6lkZsGz41fDLr-h-BtDR8etVv-HThjZhqmjE24r1jXlgBAqmSXhs6SNdx11NpJWXOs05o5oBCIyYSUw0-gKkhxZc3WKqBGcdbKaVsJbPQatlBa5gynAtAsANJ-WBieP4H7dIM93fw0e_vHso7mPPs_GxIHn-kY9wsEGK9ZmwkPSG2ppQEwVQsLxkk4yWUv3e-TWH39HW3O0henuPDYG76-7MldXwtbQvG-mZ-u6omH7CSy8jJr5TnshrAP3I33XWbb1f1_cse0ge47vg2f_4dAAD__7EqqQk>
>>
>> [image: Image removed by sender. Arrow]
>> <https://email.email.pandadoc.net/c/eJxMkMtu2zoQQL9G3MngS6-FFs7NVQu3XaQIHKObYDgc2qxsUiVpJ87XFwmaNsvB4AzOGTuaVhnXMxvxfKJQHr0ds_o1bD_HcEf4jBfMNu_WJ8VoFJ3uuWx127PDaDUfoO2GRg-m5UPTGWpFZ0XHhemsU8yPksuGN1KJvtGyX0nXauTYEaFzXS8rzekE_rhaIFiwEVeBCvP5sSRAAnOksaQzseN4KGXJlVpXcqrkBMvyD8F4quT0rl_J6SIrNZU4U6jUrRVOGYWKeKtdD3zQtpG249poLqwTjeqFRY5vSDxW6tbF9ATJshCLdx6h-Bhen2J4jwKsrLXWutbCYN3rBmsQLUipkNAMLKY9BP_yF9rEGbf3-Mnt7h_yfzin2boZWBp_xkNYndCHck1UaX4kqiHniB4K5dcoluji85873ye_ef622ey1zC_hYYCbbns2rIzv3XWmUD7MH1cF0p4Ku4ySPcU05wWQ3uRumus63S3tj687jP_jdSPX6cvvAAAA___0mq6j>
>>
>> Forward
>> <https://email.email.pandadoc.net/c/eJxMkMtu2zoQQL9G3MngS6-FFs7NVQu3XaQIHKObYDgc2qxsUiVpJ87XFwmaNsvB4AzOGTuaVhnXMxvxfKJQHr0ds_o1bD_HcEf4jBfMNu_WJ8VoFJ3uuWx127PDaDUfoO2GRg-m5UPTGWpFZ0XHhemsU8yPksuGN1KJvtGyX0nXauTYEaFzXS8rzekE_rhaIFiwEVeBCvP5sSRAAnOksaQzseN4KGXJlVpXcqrkBMvyD8F4quT0rl_J6SIrNZU4U6jUrRVOGYWKeKtdD3zQtpG249poLqwTjeqFRY5vSDxW6tbF9ATJshCLdx6h-Bhen2J4jwKsrLXWutbCYN3rBmsQLUipkNAMLKY9BP_yF9rEGbf3-Mnt7h_yfzin2boZWBp_xkNYndCHck1UaX4kqiHniB4K5dcoluji85873ye_ef622ey1zC_hYYCbbns2rIzv3XWmUD7MH1cF0p4Ku4ySPcU05wWQ3uRumus63S3tj687jP_jdSPX6cvvAAAA___0mq6j>
>>
>>
>>
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>