--000000000000385a58064e3f8588 Content-Type: multipart/alternative; boundary="000000000000385a58064e3f8587" --000000000000385a58064e3f8587 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFAM Timothy Thomas wrot= e: > 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=E2=80=AFPM Audra Williams 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 y= et >> 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 firs= t >> 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 af= ter >> 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 criti= cal >> 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 =E2=80=9CPACL Discount=E2=80=9D 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 separ= ate >> 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