Agreed Tim. Let me know if you need anything from me.
I will book a meeting with you next week (don't have anything scheduled)
for BookJane's credit and value creation for those who have signed MSAs.
Best regards,
Matt
Matt Vijayan, B.Sc., MBA, CCPE
Director of Sales, Canada
*Please note my email has changed:*
mvijayan@TheKey.com <Madhu.Vijayan@TheKey.com>
TheKey.ca
[image: TheKey] <https://www.thekey.com/>
On Fri, Apr 14, 2023 at 10:14 AM Timothy Thomas <tt@thekey.com> wrote:
> Matt, can we chat about this on our call next week? There's so much going
> on in ops at the moment and I'll need some support with this. Thanks
>
> On Thu, Apr 13, 2023 at 10:58 AM Matt Vijayan <mvijayan@thekey.com> wrote:
>
>> Hi Tim
>>
>> This is a great format that we should include for Schlegel Villages,
>> BookJane, SE Health and other SLCs with master agreements in Canada. See
>> the FAQ that provides so much clarity to the respective support offices.
>>
>> Based on our last discussion, this is what we should be aiming for from a
>> reporting perspective for BookJane.
>> Report showing all Oasis Ref Accts and what HCLs currently own the
>> account *HERE
>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00O7V000006ksG8UAI/view>*
>> .
>>
>> Best regards,
>>
>> Matt
>>
>> Matt Vijayan, B.Sc., MBA, CCPE
>> Director of Sales, Canada
>> *Please note my email has changed:*
>> mvijayan@TheKey.com <Madhu.Vijayan@TheKey.com>
>>
>> TheKey.ca
>> [image: TheKey] <https://www.thekey.com/>
>>
>>
>> ---------- Forwarded message ---------
>> From: Jackie Summers <jsummers@thekey.com>
>> Date: Wed, Apr 12, 2023 at 8:19 PM
>> Subject: Oasis Meeting Follow-up
>> To: Sales Leadership Team <salesleadership@thekey.com>
>> Cc: Tim Specht <tspecht@thekey.com>, Julia Jenkins <jujenkins@thekey.com>
>>
>>
>> Hello Director Team,
>>
>> Below are the action items from this morning's call. Let us know if there
>> are any questions.
>>
>> *Oasis FAQ Sheet
>> <https://docs.google.com/document/d/1ZfJTHpfDy2wsBqD7itQoRUz83p6NxnKWdF8RfYZ0V7A/edit?usp=sharing>*
>>
>> 1. Texas and Florida specific FAQ Sheet - Jackie and Cash will be
>> working on this.
>> 2. Report showing all Oasis Ref Accts and what HCL's current own the
>> account *HERE
>> <https://homecareassistance.lightning.force.com/lightning/r/Report/00O7V000006ksG8UAI/view>*.
>> Please audit this list thoroughly and vett that any HCL who owns an
>> Oasis account has a relationship with the account and documented activity
>> to back it up. If they do not, you should switch ownership to your account
>> ownership in the meantime and the HCL can earn the account in time.
>> 1. *Director's action needed here*
>> 3. Sample of the Report that was sent to Oasis for review. *Attached.*
>> This is a sample of the report that Directors will be sent from Tim in
>> RevOps at the top of the month to audit for their regions. Then, on the 1st
>> Wednesday following the 1st Monday of the month, Tim will send the final
>> report to Oasis and cc: SalesLeadership@ so you all can see the
>> finals as well.
>> 4. List of Contracted and Non Contracted Oasis Accounts - HERE
>> <https://docs.google.com/spreadsheets/d/1IaGDBW01_fxMotX0NZnJz2XwZ28SqJqx/edit?usp=sharing&ouid0228772483183671741&rtpof=true&sd=true>.
>> Cash will be highlighting the contracted accounts tomorrow and letting us
>> know here once completed.
>>
>>
>> Jackie Summers
>> Sales Operations Manager
>> *Please note my email has changed:*
>> jsummers@TheKey.com <Jackie.Summers@TheKey.com>
>> (951) 675-0413
>> 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 <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>