SOP_PACL_Discount.txt

Procedure Name:  
	PACL Discount" (Post Assessment Closed Lost)
	Objective: 
	We are launching a new marketing campaign to re-engage prospects who have completed an assessment but have not yet started care (Closed Lost or Closed Won/Never Started). The campaign, titled "PACL Discount" (Post Assessment Closed Lost), introduces a time-sensitive offer that clients will receive directly from their assigned CSM.
	Preparer:
	Audra Williams
	Reviewer:
	Emma Zumsen
	Source Data: 
	* Salesforce
	Expected Results:
	Increased conversion of clients who have gone through the assessment process. 
	Attachments:
	

	Document Version History
	Version
	Date
	Modified by
	Comments
	1
	3/19/26
	Audra Williams
	Starting Document
	Background & General Guidance:
1. Eligibility and Offer Details
* Target Client: Prospects who have had an assessment and are in the "Closed Lost" or "Closed Won / Never Started" stage.
* Discount: 10% off the standard hourly rate, applied to the first 4 weeks of care.
* Note: Minimum hours policy does not apply during the promotional period.
2. Communication Method
* Each CSM will reach out individually to clients in their assigned territory via email, providing personalized outreach.
* If no response is received within 3 business days, a follow-up phone call is to be made.