Re: Clients On-Hold

From
Chad Everitt <chad.everitt@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Kimberly Guerci <kguerci@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
2024-06-28 11:44:03
Folder
INBOX
--0000000000008ffcd3061bf51e61 Content-Type: multipart/alternative; boundary="0000000000008ffcd2061bf51e5f" --0000000000008ffcd2061bf51e5f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 Region by Site name. We want to capture the date the client was contacted, 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 have 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 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 u= p > our list of clients currently listed as being "On-hold," however ideally = 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-make= rs > minds going into the American Independence Day holiday when families may = be > visiting their loved ones. > > Thanks > Chad > > > *Chad Everitt* > President- East Division & Canada > Mobile: 202.262.8318 > [image: TheKey] > --0000000000008ffcd2061bf51e5f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 Region by Site name. We want to cap= ture the date the client was contacted, 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 celebratio= n.=C2=A0 Thank you all in=C2=A0advance. Chad=C2=A0 Chad Everitt President- East Divi= sion &amp; Canada Mobile: 2= 02.262.8318 On Thu, Jun 27, 2024 at 5:54= =E2=80=AFPM Chad Everitt &lt; cha= d.everitt@thekey.com &gt; wrote: Afternoon, All. I s= pent some time digging through Tableau this week. We appear to have a *high= * volume of clients currently on hold status, that dates back months and, i= n some cases, years. Given our overall client count and revenue is down YOY= , this may be a good opportunity for us to have our G

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