Re: Clients On-Hold

From
Kimberly Guerci <kguerci@thekey.com>
To
Chad Everitt <chad.everitt@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Audra Williams <audraw@thekey.com>
Date
2024-07-05 12:02:28
Folder
INBOX
--0000000000005a9d6e061c823187 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Morning...we have had a lot people out on PTO so we are only about 50% through the list and doubt much more will get done today. Any possibility we can extend until later next week? On Fri, Jul 5, 2024 at 11:55=E2=80=AFAM Chad Everitt wrote: > Morning, All. > > Please send your completed spreadsheet by COB Monday, 7/8. > > Thanks! > > > *Chad Everitt* > President- East Division & Canada > Mobile: 202.262.8318 > [image: TheKey] > > > 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 alphabetically by Regio= n >> by Site name. We want to capture the date the client was contacted, by w= hom >> and the outcome (resumed or deactivated) in columns W, X and Y. The offi= ce >> with the highest number of on-hold clients resuming care will receive $5= 00 >> 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 have = a >>> *high* volume of clients currently on hold status, that dates back mont= hs >>> and, in some cases, years. Given our overall client count and revenue i= s >>> down YOY, this may be a good opportunity for us to have our General >>> Managers and Client Success Managers follow-up with our former clients = to >>> re-engage them to our services. I understand this should be part of our >>> Pipeline process, however it does not appear to be consistently taking >>> place in every location. At the very minimum, this exercise would clean= up >>> our list of clients currently listed as being "On-hold," however ideall= y 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-ma= kers >>> minds going into the American Independence Day holiday when families ma= y be >>> visiting their loved ones. >>> >>> Thanks >>> Chad >>> >>> >>> *Chad Everitt* >>> President- East Division & Canada >>> Mobile: 202.262.8318 >>> [image: TheKey] >>> >> --0000000000005a9d6e061c823187 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Mor= ning...we have had a lot people out on PTO so we are only about 50% through= the list and doubt much more will get done today.=C2=A0 Any possibility=C2= =A0we can extend until later next week? On Fri, Jul 5, 2024 at 11:55= =E2=80=AFAM Chad Everitt &lt; cha= d.everitt@thekey.com &gt; wrote: Morning, All. Pleas= e send your completed spreadsheet by COB Monday, 7/8. Thanks!=C2=A0 Chad Eve= ritt President= - East Divi

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