Re: ANNOUNCEMENT: Launch of PACL Discount Campaign (Post Assessment Closed Lost)

So the spend will be $5000 CAD and discount will be $750 CAD??



On Mon, Mar 30, 2026 at 10:17 AM Timothy Thomas <tt@thekey.com> wrote:

> let's do a $750 credit.
>
> On Mon, Mar 30, 2026 at 11:53 AM Audra Williams <audraw@thekey.com> wrote:
>
>> Confirmed it is for Canada too!  If you tell me what the $$ amounts need
>> to be, I can adjust accordingly for Canada.
>>
>> Best,
>>
>> On Mon, Mar 30, 2026 at 8:29 AM Audra Williams <audraw@thekey.com> wrote:
>>
>>> I am asking, but I assume so.  It took 30 seconds to get the PandaDoc in
>>> so I can get a Canada one quickly.  What would the amount need to be?
>>>
>>> On Mon, Mar 30, 2026 at 7:28 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> Hi Audra,
>>>>
>>>> Does this apply to Canada? We would need our own discount addendum and
>>>> what is the discount $ in CAD.
>>>>
>>>> Thanks
>>>>
>>>> On Fri, Mar 27, 2026 at 5:22 PM Audra Williams <audraw@thekey.com>
>>>> wrote:
>>>>
>>>>> Hi Team!
>>>>>
>>>>> We are excited to announce the launch of a new marketing campaign
>>>>> aimed at re-engaging prospects who have completed an assessment but have
>>>>> not yet started care (Closed Lost or Closed Won/Never Started).
>>>>>
>>>>> This initiative, titled the *PACL Discount (Post Assessment Closed
>>>>> Lost)*, offers a time-sensitive incentive to encourage conversion.
>>>>>
>>>>> *Key Campaign Details and Offer:*
>>>>>
>>>>>    - *Target Client:* Prospects who have completed an assessment, are
>>>>>    in "Closed Lost" or "Closed Won/Never Started" status, and have received
>>>>>    the automated nurture email.
>>>>>    - *The Offer:* A $500 credit will be applied after the client is
>>>>>    billed and pays for a minimum of $5,000 in Services within their first
>>>>>    month of care.
>>>>>
>>>>> *Important Terms & Conditions:*
>>>>>
>>>>>    - The client must be billed and pay for a minimum of $5,000 in
>>>>>    Services within their first month of care.
>>>>>    - The $500 credit will be applied to the client's regular invoices after
>>>>>    the initial $5000 has been billed and paid.
>>>>>    - The credit is forfeited if the client fails to meet the $5,000
>>>>>    billing/payment requirement within the first month (31 days).
>>>>>    - Any unused portion of the $500 credit will be retained by TheKey
>>>>>    if not utilized within one-hundred eighty (180) days of the credit being
>>>>>    applied.
>>>>>
>>>>> *Action Items:*
>>>>>
>>>>> Since the campaign email is automatically sent directly from the CSM,
>>>>> the client will initiate the discount request. Please follow these critical
>>>>> steps:
>>>>>
>>>>>    1. *Confirmation:* Confirm the client is referencing the $500 PACL
>>>>>    Discount offer email.
>>>>>    2. *Tagging/Tracking:*
>>>>>       - Intake Team/LHA: If the opportunity comes through Intake, the
>>>>>       LHA must place a note in the SOC email and chatter notes
>>>>>       stating it is a “PACL Discount” client.
>>>>>       - CSM: The CSM must tag the client's profile in WellSky with
>>>>>       the standardized campaign tag: "PACLDiscount."
>>>>>       - *Note: This specific tagging is critical for Finance's
>>>>>       tracking and reporting in Netsuite.*
>>>>>    3. *Client Consent Agreement:* When sending the Care Commitment
>>>>>    Agreement (CCA) via PandaDoc, the CSM (LHA/HCL) MUST select the separate
>>>>>    addendum titled *"PACL Discount."*
>>>>>       - This addendum contains the final, approved legal verbiage for
>>>>>       the terms and conditions.
>>>>>       - Do not use this specific PandaDoc addendum for any other
>>>>>       client not part of this campaign
>>>>>       - [image: image.png]
>>>>>
>>>>> Please review the full SOP
>>>>> <https://docs.google.com/document/d/1cjXO3s3hurdBaS4lrQnNzu6CYx5See3178Mg54U-0h8/edit?usp=sharing>
>>>>> document for further details. This campaign is a great opportunity to
>>>>> increase conversions, and your adherence to the new tracking and
>>>>> documentation process is vital to its success.
>>>>>
>>>>> Best,
>>>>>
>>>>>
>>>>> --
>>>>> Audra Williams
>>>>> National Director, Quality and Care Innovation
>>>>> audraw@thekey.com
>>>>> Mobile: (425) 757-7027
>>>>> https://thekey.com
>>>>> <https://thekey.com>
>>>>>
>>>>
>>>
>>> --
>>> Audra Williams
>>> National Director, Quality and Care Innovation
>>> audraw@thekey.com
>>> Mobile: (425) 757-7027
>>> https://thekey.com
>>> <https://thekey.com>
>>>
>>
>>
>> --
>> Audra Williams
>> National Director, Quality and Care Innovation
>> audraw@thekey.com
>> Mobile: (425) 757-7027
>> https://thekey.com
>> <https://thekey.com>
>>
>

-- 
Audra Williams
National Director, Quality and Care Innovation
audraw@thekey.com
Mobile: (425) 757-7027
https://thekey.com
<https://thekey.com>