--000000000000c5941d061bf555fb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks...can we have Rhode Island removed from the list since the office 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 alphabetically by Region > by Site name. We want to capture the date the client was contacted, by wh= om > and the outcome (resumed or deactivated) in columns W, X and Y. The offic= e > with the highest number of on-hold clients resuming care will receive $50= 0 > 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 month= s >> 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 t= o >> 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 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-mak= ers >> 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] >> > --000000000000c5941d061bf555fb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tha= nks...can we have Rhode Island removed from the list since the office is cl= osed? On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt < chad.everitt@thekey.com > wrote:= Good Morning, In an effort to track our efforts and ou= tcomes, please have your offices use the attached workbook, which has been = sorted alphabetically by Region by Site name. We want to capture the date t= he client was contacted, by whom and the outcome (resumed or deactivated) i= n columns W, X and Y. The office with the highest number of on-hold clients= resuming care will receive $500 towards a summer celebration.=C2=A0 Thank you all in=C2=A0advance. Chad=C2=A0 Chad Everitt President- East Division & Canada Mobile: 202.262.8318 On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt < chad.everitt@thekey.com = > wrote: Afternoon,