Re: March Recap
- From
- Chuck Terlesky <cterlesky@thekey.com>
- To
- Timothy Thomas <tt@thekey.com>
- CC
- Matt Vijayan <mvijayan@thekey.com>, Poulami Shah <poulami.shah@thekey.com>, Sola Feyisitan <sola.feyisitan@thekey.com>
- Date
- Tue, 11 Apr 2023 08:54:48 -0600
- Folder
- INBOX
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Thanks - Ill pay her today. Chuck On Tue, Apr 11, 2023 at 8:04 AM Timothy Thomas <tt@thekey.com> wrote: > Thanks Chuck. Please allocate back to Toronto. > > On Tue, Apr 11, 2023 at 9:11 AM Chuck Terlesky <cterlesky@thekey.com> > wrote: > >> Yes, I can make the payment out of the Calgary office - what company >> should I allocate the funds back to? Tim thoughts? >> >> Regards, >> Chuck >> >> On Mon, Apr 10, 2023 at 4:38 PM Matt Vijayan <mvijayan@thekey.com> wrote: >> >>> Thank you Poulami. >>> >>> Chuck/Tim: Can we make the payment of $212.75 (5% of $4,255) for Ted >>> Scherle to Proactive Seniors? This would be easier to make the payment from >>> the Calgary office. Thoughts? >>> >>> 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 Mon, Apr 10, 2023 at 3:32 PM Poulami Shah <poulami.shah@thekey.com> >>> wrote: >>> >>>> Hi Matt, >>>> >>>> The amount before taxes is $4255, 2 invoices are generated until April >>>> 2nd, the third one is not generated yet. I am attaching them for your >>>> reference. >>>> *Best regards* >>>> *Pauli Shah* >>>> *Client Success Manager* >>>> *Direct: 289-412-1441* >>>> *Office: 905-337-1200* >>>> >>>> TheKey.ca <https://thekey.ca/> >>>> >>>> [image: TheKey] >>>> >>>> >>>> >>>> On Mon, Apr 10, 2023 at 3:17 PM Matt Vijayan <mvijayan@thekey.com> >>>> wrote: >>>> >>>>> Hi Poulami, >>>>> >>>>> We need the total lifetime value in $ for this client. We apply 5% to >>>>> payout (before taxes) to the referral partner. Can you please provide the >>>>> amount for the time period you mentioned in your email? >>>>> >>>>> 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 Mon, Apr 10, 2023 at 2:35 PM Sola Feyisitan < >>>>> sola.feyisitan@thekey.com> wrote: >>>>> >>>>>> Hi Poulami, >>>>>> Thank you for letting me know. >>>>>> >>>>>> Ted Scherle came from my referral account Proactive Seniors (Kathy >>>>>> Mendhem), for which we pay a 5% referral bonus on the first month of >>>>>> service for all her referrals. >>>>>> In this case, Kathy is entitled to 5% of the cost of care from Ted >>>>>> Scherle for the month of March. >>>>>> >>>>>> The referral bonus is what I need help with, to pay Kathy. >>>>>> Can you help with this? >>>>>> >>>>>> >>>>>> Thank you and have a great week. >>>>>> >>>>>> Sola, Feyisitan Bpharm Mph >>>>>> >>>>>> Home Care Liaison >>>>>> >>>>>> 403-305-3925 >>>>>> >>>>>> *TheKey.com* >>>>>> >>>>>> >>>>>> [image: TheKey] >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Mon, Apr 10, 2023 at 12:20 PM Poulami Shah < >>>>>> poulami.shah@thekey.com> wrote: >>>>>> >>>>>>> Hi Sola, >>>>>>> >>>>>>> Thankyou for getting in touch with me. >>>>>>> Ted Scherle started service on March 21st and ended on April 7th, >>>>>>> night shifts from 11pm to 6am. He was taken to the hospital and then the >>>>>>> family said he will not return home but will be taken to palliative care. >>>>>>> The family was very satisfied with the care provided. >>>>>>> I am not sure how the referral bonus works for Kathy. >>>>>>> Please let me know if you have any questions for me, I would be >>>>>>> happy to help! >>>>>>> >>>>>>> *Best regards* >>>>>>> *Pauli Shah* >>>>>>> *Client Success Manager* >>>>>>> *Direct: 289-412-1441* >>>>>>> *Office: 905-337-1200* >>>>>>> >>>>>>> TheKey.ca <https://thekey.ca/> >>>>>>> >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Mon, Apr 10, 2023 at 12:35 PM Sola Feyisitan < >>>>>>> sola.feyisitan@thekey.com> wrote: >>>>>>> >>>>>>>> Hi Poulami, >>>>>>>> I hope your week is off to a great start. >>>>>>>> >>>>>>>> I thought to check if you have any update on the referral bonus for >>>>>>>> Kathy Mendhem of Proactive Seniors. >>>>>>>> Please let me know. >>>>>>>> >>>>>>>> Have a great week. >>>>>>>> Regards. >>>>>>>> >>>>>>>> Sola, Feyisitan Bpharm Mph >>>>>>>> >>>>>>>> Home Care Liaison >>>>>>>> >>>>>>>> 403-305-3925 >>>>>>>> >>>>>>>> *TheKey.com* >>>>>>>> >>>>>>>> >>>>>>>> [image: TheKey] >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> >>>>>>>> On Wed, Apr 5, 2023 at 1:28 PM Matt Vijayan <mvijayan@thekey.com> >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Poulami, >>>>>>>>> >>>>>>>>> The account is Ted Scherle. >>>>>>>>> >>>>>>>>> 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 Wed, Apr 5, 2023 at 3:27 PM Sola Feyisitan < >>>>>>>>> sola.feyisitan@thekey.com> wrote: >>>>>>>>> >>>>>>>>>> Hi Poulami, >>>>>>>>>> >>>>>>>>>> Kindly help with this. >>>>>>>>>> I will need to give a progress report to the account tomorrow. >>>>>>>>>> >>>>>>>>>> Have a great afternoon. >>>>>>>>>> Kind regards. >>>>>>>>>> >>>>>>>>>> -- >>>>>>>>>> >>>>>>>>>> *Sola Feyisitan Bpharm, Mph* >>>>>>>>>> >>>>>>>>>> Home Care Liaison >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> sola.feyisitan@thekey.com >>>>>>>>>> >>>>>>>>>> M: 403-305-3925 >>>>>>>>>> >>>>>>>>>> W: 403-301-3777 >>>>>>>>>> >>>>>>>>>> *TheKey.com* >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> On Apr 5, 2023, at 12:54 PM, Matt Vijayan <mvijayan@thekey.com> >>>>>>>>>> wrote: >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> Hi Poulami, >>>>>>>>>> >>>>>>>>>> Sola (Calgary HCL) will need your help regarding the monthly >>>>>>>>>> revenue reporting for this client. We pay a referral fee to the GCM who has >>>>>>>>>> referred us to this client. >>>>>>>>>> >>>>>>>>>> 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 Tue, Apr 4, 2023 at 12:15 PM Sola Feyisitan < >>>>>>>>>> sola.feyisitan@thekey.com> wrote: >>>>>>>>>> >>>>>>>>>>> Hi Matt, >>>>>>>>>>> >>>>>>>>>>> Find below the email from Kathy of Proactive Seniors for >>>>>>>>>>> referral bonus for Ted Cowan. >>>>>>>>>>> Kindly assist with it. >>>>>>>>>>> >>>>>>>>>>> Regards. >>>>>>>>>>> >>>>>>>>>>> Sola, Feyisitan Bpharm Mph >>>>>>>>>>> >>>>>>>>>>> Home Care Liaison >>>>>>>>>>> >>>>>>>>>>> 403-305-3925 >>>>>>>>>>> >>>>>>>>>>> *TheKey.com* >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> [image: TheKey] >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> ---------- Forwarded message --------- >>>>>>>>>>> From: Kathy Mendham <kathy@proactiveseniors.ca> >>>>>>>>>>> Date: Mon, Apr 3, 2023 at 1:57 PM >>>>>>>>>>> Subject: RE: March Recap >>>>>>>>>>> To: Sola Feyisitan <sola.feyisitan@thekey.com> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Super thanks Sola, >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Can you follow up on the McFadyen’s as we were supposed to >>>>>>>>>>> receive our commission for her care whilst she was in Palm Springs as >>>>>>>>>>> well. Not sure how that is going to work. >>>>>>>>>>> Have we been being paid for her over the winter in the US or >>>>>>>>>>> does that need to be caught up? >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Will it be the same for Ted Cowan in GTA? >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Warmest regards, >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Kathy Mendham >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Kathy Mendham, Founder and Seniors Advisor >>>>>>>>>>> >>>>>>>>>>> Proactive Seniors Ltd. >>>>>>>>>>> >>>>>>>>>>> www.proactiveseniors.ca >>>>>>>>>>> >>>>>>>>>>> kathy@proactiveseniors.ca >>>>>>>>>>> >>>>>>>>>>> 403-809-1971 >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> [image: image001.png] >>>>>>>>>>> <https://www.facebook.com/proactiveseniors.ca/> [image: >>>>>>>>>>> image002.png] >>>>>>>>>>> <https://www.linkedin.com/company/proactive-seniors/about/?viewAsMember=true> >>>>>>>>>>> [image: image003.png] >>>>>>>>>>> <https://www.youtube.com/channel/UCfvtPZ6boLy-l8dZfpEZLYg?feature=emb_ch_name_ex> >>>>>>>>>>> [image: image004.png] >>>>>>>>>>> <https://www.instagram.com/proactiveseniors/> >>>>>>>>>>> >>>>>>>>>>> [image: image005.png] <http://www.proactiveseniors.ca/> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> *From:* Sola Feyisitan <sola.feyisitan@thekey.com> >>>>>>>>>>> *Sent:* Monday, April 3, 2023 1:46 PM >>>>>>>>>>> *To:* Kathy Mendham <kathy@proactiveseniors.ca> >>>>>>>>>>> *Subject:* March Recap >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Hi Kathy, >>>>>>>>>>> >>>>>>>>>>> Happy new month and Happy Easter in advance. >>>>>>>>>>> >>>>>>>>>>> I trust you are doing great. >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Thought to give a quick recap of all referrals from you for the >>>>>>>>>>> month of March. >>>>>>>>>>> >>>>>>>>>>> - Ted Cowan: from GTA, was first introduced to us in Jan and >>>>>>>>>>> started care last month >>>>>>>>>>> - Gail McFadyen: client has been assessed and scheduled to >>>>>>>>>>> start April 16th. >>>>>>>>>>> - Marie McMahon: back home and would want to be observed on >>>>>>>>>>> how she manages before initiating added care. Though an assessment has been >>>>>>>>>>> completed. >>>>>>>>>>> - Laureen Korchinski: first made a contact in February, then >>>>>>>>>>> reconnected in march and should start care today. >>>>>>>>>>> >>>>>>>>>>> Thank you for your referrals and support. >>>>>>>>>>> >>>>>>>>>>> I'm hopeful this month will be a better one for us all. >>>>>>>>>>> >>>>>>>>>>> Have a great week. >>>>>>>>>>> >>>>>>>>>>> Kind regards. >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> *Sola, Feyisitan Bpharm Mph* >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> Home Care Liaison >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> 403-305-3925 >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> *TheKey.com* >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> [image: TheKey] >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>>> >>>>>>>>>> >> >> -- >> Chuck Terlesky B.A., CCPE >> General Manager/Regional Caregiver Ambassador for Canada >> >> 403-301-3777 >> >> TheKey.ca <https://thekey.ca/> >> >> [image: TheKey] >> >> > > -- > 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/> > -- Chuck Terlesky B.A., CCPE General Manager/Regional Caregiver Ambassador for Canada 403-301-3777 TheKey.ca <https://thekey.ca/> [image: TheKey]