Thank you, Joey!
On Fri, Jun 28, 2024 at 9:17 AM Joey Taylor <joey.taylor@thekey.com> wrote:
> Good Morning Audra,
>
> It would be July 1st in Canada! I can go over all the Montreal clients
> next week that are on hold. For us, it's primarily our staffing business
> that we use the "On Hold" designation or clients that use us occasionally
> for transportation shifts. But I would be happy to see if we can generate
> any new business through follow-ups on those!!
>
> On Fri, Jun 28, 2024 at 8:03 AM Audra Williams <audraw@thekey.com> wrote:
>
>> Hi Team!
>>
>> I wanted to get this in front of you all in Tim's absence. 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
>> Client Success Managers follow-up with our former clients to re-engage them
>> to our services. At the very minimum, this exercise would clean up our
>> list of clients currently listed as being "On-hold," however ideally we can
>> win back their business. You can find this "Active Client List Report" in
>> Tableau and filter "Client Account Status" by on hold.
>>
>> 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.
>>
>> Best,
>>
>> --
>> Audra Williams
>> Director, Divisional Operations
>> (425) 757-7027
>> TheKey.com <https://www.thekey.com/>
>>
>>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>