--000000000000a1b15a05e34efb72 Content-Type: multipart/alternative; boundary="000000000000a1b15805e34efb71" --000000000000a1b15805e34efb71 Content-Type: text/plain; charset="UTF-8" Hi Ashley, This project should be completed by the end of next week. To answer your question, both Tim and I will be looking at the B2B accounts assignments. There are few leads that are coming in from B2B accounts and HCLs are not getting credits for it. The concept is that these accounts have existed before the HCL started. There is also a misalignment with HCL and GMs on when the HCLs are tagged as the owner for other B2B accounts. I will book a meeting with you, Tim and I to discuss what should be the criteria for assignment. Also, there are many SLC staffing requests that should be given due credit to HCLs. Because someone has to manage these accounts from a business development perspective. Best regards, Matt Matt Vijayan Director of Sales, Canada Home Care Assistance mvijayan@homecareassistance.com (905) 592-0085 *Champions of Aging Well* On Fri, Jul 8, 2022 at 12:46 PM Ashley Mirone wrote: > We need to get HCLs into these accounts as well so we can maximize wallet > share. I trust you both to make the right decisions here but sales reps > should work B2B accounts and where we have a B2B account and choose not to > assign an HCL. I want to know who is going to own that account and the > expectations to grow those accounts. > > When will this assessment be completed? > > Thanks, > Ashley Mirone > Vice President of Business Development > *Please note my email has changed:* > amirone@TheKey.com > Direct: (310) 755-9669 > TheKey.com > [image: TheKey] > > > On Thu, Jul 7, 2022 at 3:35 PM Matt Vijayan wrote: > >> Hello all, >> >> Tim and I are working with HOOs and HCLs, towards cleaning up the >> marketer credit report. We are in the process of identifying what are house >> accounts and what should be linked to HCLs. >> >> Best Regards, >> >> Matt >> >> >> *Matt Vijayan, B.Sc., MBA, CCPE* >> Director of Sales, Canada >> >> Home Care Assistance >> >> Direct: 905-592-0085 >> >> >> >> Begin forwarded message: >> >> *From: *Timothy Thomas >> *Subject: **Referral House Accounts* >> *Date: *July 7, 2022 at 11:12:38 AM EDT >> *To: *Joey Taylor , Cheryl >> Cartwright , Chuck Terlesky > cterlesky@thekey.com>, Carolina Orosa , >> Angie Kunnath >> *Cc: *Matt Vijayan >> >> Good morning GM's, >> >> In order to ensure accurate HCL commission reports within salesforce, >> Matt and I need you to identify any house accounts that should not be >> attributed to HCL activities. Example, Geriatric Care Manager X has been >> working with your office for many years and provides a consistent referral >> stream. This should only apply to accounts that you believe are 100% >> secured, and do not require active management on behalf of your HCL. >> >> To complete this, please update the highlighted section to house account >> or HCL account. - >> https://docs.google.com/spreadsheets/d/1Bl5oSHtF