--00000000000094b71e061bf5f923 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Amy Freeman made the Minnesota and Rhode Island Wellsky URL's accounts "INACTIVE" so I am almost certain we will not be able to edit any of these clients. I was also under the impression that we had deactivated all clients when we closed the offices. Best, On Fri, Jun 28, 2024 at 9:04=E2=80=AFAM Chad Everitt wrote: > We will need to deactivate clients for the closed locations listed. > > > *Chad Everitt* > President- East Division & Canada > Mobile: 202.262.8318 > [image: TheKey] > > > On Fri, Jun 28, 2024 at 12:02=E2=80=AFPM Jennifer Piper > wrote: > >> Thank you! Can we also remove Minnesota from the list since the office >> is closed? >> >> Best >> Jennifer >> Jennifer Piper >> Midwest Regional Director of Operations >> *Please note my email address has changed:* >> jennifer.piper@thekey.com >> Mobile: (414) 309-4604 >> TheKey.com >> >> >> >> On Fri, Jun 28, 2024 at 10:59=E2=80=AFAM Kimberly Guerci >> wrote: >> >>> Thanks...can we have Rhode Island removed from the list since the offic= e >>> is closed? >>> >>> On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt >>> wrote: >>> >>>> Good Morning, >>>> >>>> In an effort to track our efforts and outcomes, please have your >>>> offices use the attached workbook, which has been sorted alphabeticall= y by >>>> Region by Site name. We want to capture the date the client was contac= ted, >>>> by whom and the outcome (resumed or deactivated) in columns W, X and Y= . The >>>> office with the highest number of on-hold clients resuming care will >>>> receive $500 towards a summer celebration. >>>> >>>> Thank you all in advance. >>>> Chad >>>> >>>> >>>> *Chad Everitt* >>>> President- East Division & Canada >>>> Mobile: 202.262.8318 >>>> [image: TheKey] >>>> >>>> >>>> On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt >>>> wrote: >>>> >>>>> Afternoon, All. >>>>> >>>>> I spent some time digging through Tableau this week. We appear to hav= e >>>>> a *high* volume of clients currently on hold status, that dates back = months >>>>> and, in some cases, years. Given our overall client count and revenue= is >>>>> down YOY, this may be a good opportunity for us to have our General >>>>> Managers and Client Success Managers follow-up with our former client= s to >>>>> re-engage them to our services. I understand this should be part of o= ur >>>>> Pipeline process, however it does not appear to be consistently takin= g >>>>> place in every location. At the very minimum, this exercise would cle= an up >>>>> our list of clients currently listed as being "On-hold," however idea= lly we >>>>> can win back their business. >>>>> >>>>> Let me know your thoughts if we could accomplish this before July 4th= . >>>>> Ideally, our Company name and care offering would be on the decision-= makers >>>>> minds going into the American Independence Day holiday when families = may be >>>>> visiting their loved ones.