Confirming the Referral Account in SF is tagged as commissionable for
Scott. Thanks!
On Thu, Dec 5, 2024 at 11:21 AM Timothy Thomas <tt@thekey.com> wrote:
> Yes, I'm in favor of that. Thank you!
>
> On Thu, Dec 5, 2024 at 2:06 PM Ashley Mirone <amirone@thekey.com> wrote:
>
>> Our policy currently is to eliminate HCL commission related to the
>> National Oasis partnership account with the exception of 3 HCLs (Scott is
>> one for the Chicago account) who were grandfathered due to the previous
>> history/productivity of those accounts and there is an expectation that
>> those individuals maintain growth in those accounts to retain eligibility
>> to earn commissions.
>>
>> +Timothy Thomas <tt@thekey.com> Do you want Scott to be eligible for
>> commissions on this account?
>>
>>
>> Ashley Mirone
>> SVP of Business Development
>> *Please note my email has changed:*
>> amirone@TheKey.com <Ashley.Mirone@TheKey.com>
>> Direct: (310) 755-9669
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Thu, Dec 5, 2024 at 10:08 AM Denny Roebel <denny.roebel@thekey.com>
>> wrote:
>>
>>> I am in agreement with Scott taking the lead with Oasis.
>>>
>>> On Thu, Dec 5, 2024 at 12:41 PM Julia Jenkins <jujenkins@thekey.com>
>>> wrote:
>>>
>>>> Thank you Tim & Audra!
>>>>
>>>> Looping in @Ashley Mirone <amirone@thekey.com> & @Denny Roebel
>>>> <denny.roebel@thekey.com> for visibility on this strategy for Scott to
>>>> take over our Grand Rapids Oasis Partnership relationship.
>>>>
>>>> On Thu, Dec 5, 2024 at 9:37 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> I’d like Scott to manage this. We’re not closing the office until it’s
>>>>> sublet so it’s business as usual. Could you pass the information along to
>>>>> Scott please?
>>>>>
>>>>> Thanks!
>>>>>
>>>>> On Thu, Dec 5, 2024 at 12:16 PM Audra Williams <audraw@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> +Timothy Thomas <tt@thekey.com>
>>>>>>
>>>>>> Tim, how do you want to handle this? Abby is in Grand Rapids, so
>>>>>> maybe she would be a good point person as she is on site?? Or we can have
>>>>>> an HCL in Chicago handle this account??
>>>>>>
>>>>>> Thanks!
>>>>>>
>>>>>> On Thu, Dec 5, 2024 at 9:13 AM Julia Jenkins <jujenkins@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Hi Audra,
>>>>>>>
>>>>>>> I have our National Oasis contact asking if "TheKey has moved out of
>>>>>>> Grand Rapids or moved locations in Grand Rapids. The office our Advisor is
>>>>>>> used to seeing appears to be closed."
>>>>>>>
>>>>>>> Is it safe for me to tell him we've closed that office and provide
>>>>>>> him with a new Chicago contact to send referrals to?
>>>>>>>
>>>>>>>
>>>>>>> On Tue, Nov 12, 2024 at 8:09 PM Audra Williams <audraw@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Julia!
>>>>>>>>
>>>>>>>> We will accept clients on a case by case basis. We will leave
>>>>>>>> everything the same with the exception of transitioning the GM in SF to
>>>>>>>> Diane. We will want the flow to continue as it is currently.
>>>>>>>>
>>>>>>>> Best,
>>>>>>>>
>>>>>>>> On Tue, Nov 12, 2024 at 4:29 PM Julia Jenkins <jujenkins@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Thank you for the update, Audra. Will we be able to accept any new
>>>>>>>>> Grand Rapids clients and if not, how would you like new Leads that may come
>>>>>>>>> through for Grand Rapids to be handled?
>>>>>>>>>
>>>>>>>>> On Tue, Nov 12, 2024 at 1:21 PM Audra Williams <audraw@thekey.com>
>>>>>>>>> wrote:
>>>>>>>>>
>>>>>>>>>> Hi Team,
>>>>>>>>>>
>>>>>>>>>> I wanted to inform you of a recent decision to consolidate our
>>>>>>>>>> Grand Rapids and Chicago locations effective 12/6/24, with all operations
>>>>>>>>>> being managed out of our Chicago office under the direction of Diane
>>>>>>>>>> Mockenhaupt, our General Manager.
>>>>>>>>>>
>>>>>>>>>> We will continue to fully support our current clients in the
>>>>>>>>>> Grand Rapids area. To ensure continuity of service, we have a local remote
>>>>>>>>>> Caregiver Manager available to assist with any training, orientation, or
>>>>>>>>>> support as needed as well as Client Success Managers out of our Chicago
>>>>>>>>>> location.
>>>>>>>>>>
>>>>>>>>>> Thank you for your cooperation and commitment as we make this
>>>>>>>>>> transition. Please feel free to reach out with any questions.
>>>>>>>>>>
>>>>>>>>>> Best,
>>>>>>>>>>
>>>>>>>>>> --
>>>>>>>>>> Audra Williams
>>>>>>>>>> Director, Divisional Operations
>>>>>>>>>> (425) 757-7027
>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> --
>>>>>>>>> Julia Jenkins
>>>>>>>>> Director, Revenue Operations
>>>>>>>>> *Please note my email address has changed:*
>>>>>>>>> jujenkins@thekey.com
>>>>>>>>> Mobile: (805) 717-7606
>>>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>>>> <https://thekey.com>
>>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> --
>>>>>>>> Audra Williams
>>>>>>>> Director, Divisional Operations
>>>>>>>> (425) 757-7027
>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> --
>>>>>>> Julia Jenkins
>>>>>>> Director, Revenue Operations
>>>>>>> *Please note my email address has changed:*
>>>>>>> jujenkins@thekey.com
>>>>>>> Mobile: (805) 717-7606
>>>>>>> TheKey.com <https://thekey.com/>
>>>>>>> <https://thekey.com>
>>>>>>>
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Audra Williams
>>>>>> Director, Divisional Operations
>>>>>> (425) 757-7027
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>
>>>>>>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>>>
>>>> --
>>>> Julia Jenkins
>>>> Director, Revenue Operations
>>>> *Please note my email address has changed:*
>>>> jujenkins@thekey.com
>>>> Mobile: (805) 717-7606
>>>> TheKey.com <https://thekey.com/>
>>>> <https://thekey.com>
>>>>
>>>
--
Julia Jenkins
Director, Revenue Operations
*Please note my email address has changed:*
jujenkins@thekey.com
Mobile: (805) 717-7606
TheKey.com <https://thekey.com/>
<https://thekey.com>