Sounds good. I'm out next week and am not the sales report person (I need
help from my team and the Salesforce team to do most things), but I will
have someone on my team connect with you to schedule time.
On Wed, Jun 1, 2022 at 7:59 PM Angie Markwell <
angie.markwell@homecareassistance.com> wrote:
> Helpful to maybe do for all my RDs as a lot new and I don’t know how to
> do. Let set up 30 min Kirk for you to run us through it - ideally later in
> the week next week after we roll out SOM. Thanks
>
> Sent from Angie's iPhone
>
> On Jun 1, 2022, at 8:05 PM, Kirk Hayes <khayes@thekey.com> wrote:
>
>
> @Timothy Thomas <tt@thekey.com> I tried to look up a number of the
> referral accounts you mentioned and do not see them in the system. Please
> work with the HCLs in your area and RBDM to get all referral sources
> entered into Salesforce (there's a standard process for that through
> Aaron). The few I spot checked that do not appear are: Leslie Ingis, Lawton
> Partners, The Fineman Group, and Barbara Blocki.
>
> @Angie Markwell <angie.markwell@homecareassistance.com> @Timothy Thomas
> <tt@thekey.com> -- Also, you can also download the data as you wish by
> simply running the report in Salesforce. If either of you need help with
> that, I will ask the Salesforce team to provide some training. Let me know
> if that would be helpful.
>
> On Wed, Jun 1, 2022 at 4:04 PM Kirk Hayes <khayes@thekey.com> wrote:
>
>> Hey Tim, sorry for the delay in response.
>>
>> All of the referral accounts are in Salesforce, so you should be able to
>> find the values under the Metrics tab on the account page.
>>
>> I highly encourage you to go to Salesforce and view all of the
>> information. We're making some tweaks to the "full report" that won't be
>> out for another couple weeks.
>>
>> On Tue, May 31, 2022 at 9:04 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> They should all be in salesforce, so just the report. Thanks.
>>>
>>> On Tue, May 31, 2022 at 11:06 AM Kirk Hayes <khayes@thekey.com> wrote:
>>>
>>>> Are these accounts that you need to add to Salesforce or just the
>>>> report?
>>>>
>>>> On Tue, May 31, 2022 at 7:00 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Hi Kirk,
>>>>>
>>>>> Here is a list of referral accounts that we like to add.
>>>>>
>>>>> LHIN Care Coordinator
>>>>> Luther Village
>>>>> Parkwood Mennonite
>>>>> Schlegel Villages(Winston Park)
>>>>> Schlegel Villages(University Gates)
>>>>> Barbara Blocki
>>>>> Claire Webster
>>>>> Altomedic
>>>>> Le Cambridge
>>>>> Place Kensington
>>>>> Chateau Westmount
>>>>> Lawton Partners
>>>>> Leslie Inglis (Remax)
>>>>>
>>>>> The Fineman Group (Professional Care Planning)
>>>>> The Portsmouth
>>>>> A Place for Mom
>>>>> ProActive Seniors
>>>>>
>>>>> SRCA (Seniors Resource Council of Alberta)
>>>>> Swan Evergreen
>>>>> Vancouver Coastal Health
>>>>> AMICA
>>>>> Elizabeth Fry
>>>>>
>>>>> On Wed, May 25, 2022 at 9:05 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>>
>>>>>> Thanks Kirk. Our referral marketing efforts are just getting underway
>>>>>> in Canada so I presume this is why so few are showing up.
>>>>>>
>>>>>> Let me speak to the local leaders this week and come back to you with
>>>>>> a list.
>>>>>>
>>>>>> On Tue, May 24, 2022 at 11:05 PM Kirk Hayes <khayes@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Threshold is individual resources with a 12-month revenue run-rate
>>>>>>> exceeding $100,000 and have negative momentum. If an office is not
>>>>>>> appropriately using Salesforce to enter everything, then that can dampen
>>>>>>> the figures.
>>>>>>>
>>>>>>> Tim - do you have referral sources in particular that you feel
>>>>>>> should be in the system for one of the offices, but isn't showing up?
>>>>>>>
>>>>>>> On Tue, May 24, 2022 at 7:39 PM Angie Markwell <
>>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>>
>>>>>>>> Great question - Kirk why only 2 - Tim can you identify more - not
>>>>>>>> sure how these were pulled?
>>>>>>>>
>>>>>>>> On Tue, May 24, 2022 at 12:58 PM Timothy Thomas <tt@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Why are there only two referral sources for Canada on the list?
>>>>>>>>> What was the threshold?
>>>>>>>>>
>>>>>>>>> On Tue, May 24, 2022 at 12:22 PM Angie Markwell <
>>>>>>>>> angie.markwell@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> I am attaching your goal targets and PP for your info. This has
>>>>>>>>>> been set and shared with the Executive Team and Board - I am confident we
>>>>>>>>>> can hit these metrics starting now. Let me know if you need support to get
>>>>>>>>>> there.
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>> Angie Markwell
>>>>>>>>>> Head of Northeast and Canada Divisions
>>>>>>>>>> * Please note my email has changed: *
>>>>>>>>>> angie.markwell@thekey.com
>>>>>>>>>> <https://brand.thekey.com/esg/angie.markwell@thekey.com>
>>>>>>>>>> 540-718-2172 (w)
>>>>>>>>>> 775-742-9930 (c)
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Tim Thomas
>>>>>>>>> Head of Canada Division
>>>>>>>>> *Please note my email has changed:*
>>>>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>>>>> (514) 591-9387
>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>>>>
>>>>>>>> --
>>>>>>> Kirk Hayes
>>>>>>> Head of Growth Strategy, Corporate Development
>>>>>>> * Please note my email has changed: *
>>>>>>> khayes@thekey.com <https://brand.thekey.com/esg/khayes@thekey.com>
>>>>>>> 214-498-1191
>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Tim Thomas
>>>>>> Head of Canada Division
>>>>>> *Please note my email has changed:*
>>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>>> (514) 591-9387
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>>>> (514) 591-9387
>>>>> TheKey.com <https://www.thekey.com/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>> --
>>>> Kirk Hayes
>>>> Head of Growth Strategy, Corporate Development
>>>> * Please note my email has changed: *
>>>> khayes@thekey.com <https://brand.thekey.com/esg/khayes@thekey.com>
>>>> 214-498-1191
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>
>>>
>>> --
>>> Tim Thomas
>>> Head of Canada Division
>>> *Please note my email has changed:*
>>> tt@TheKey.com <Tim.Thomas@TheKey.com>
>>> (514) 591-9387
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://www.thekey.com/>
>>>
>>