--000000000000ded258064b19cab5 Content-Type: text/plain; charset="UTF-8" Renee and RDs- During our growth calls, the teams did really good work staying on-top of our winback outreach. I know we had a list emailed to the sites with names to reach out to based on certain criteria. Last year, we generated over $3.5 million in winbacks. I'm concerned this isn't happening consistently and with the same focus as it was during the growth calls. We need to get back to a formal process that we can monitor the compliance and results from. I got some feedback from some RDs on some flaws with either the list creation or the frequency of the email lists. Can we start by getting grounded in a couple of ways? -What was the process for the email list to be distributed (how did we choose the names, what was the frequency, etc...) -What was the process for the field to act on the list? (did they call, how many times, how did we track, etc...). -What was the process of documenting the outreach? -What was the process of capturing the SOCs as winbacks? We need to get that back to a formal process that we are following every day. It's best practice and it's growth. Thanks -- Kind Regards, *Chris Gerard* CEO | *TheKey* Mobile: 817-313-7913 [image: TheKey] --000000000000ded258064b19cab5 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Renee and RDs- During our gr= owth calls, the teams did really good work staying on-top of our winback ou= treach.=C2=A0 I know we had a list emailed to the sites with names to reach= out to based on certain criteria.=C2=A0 Last year, we generated over $3.5 = million in winbacks. I'm concerned this isn= 9;t happening consistently and with the same focus as it was during the gro= wth calls.=C2=A0 We need to get back to a formal process that we can monito= r the compliance and results from. I got some feed= back from some RDs on some flaws with either the list creation or the frequ= ency of the email lists. Can we start by getting g= rounded in a couple of ways? -What was the process= for the email list to be distributed (how did we choose the names, what wa= s the frequency, etc...) -What was the process for= the field to act on the list?=C2=A0 (did they call, how many times, how di= d we track, etc...). -What was the process of docu= menting the outreach? -What was the process of cap= turing the SOCs as winbacks? We need to get that b= ack to a formal process that we are following every day.=C2=A0 It's bes= t practice