--0000000000003cceb5064e413726 Content-Type: multipart/alternative; boundary="0000000000003cceb4064e413725" --0000000000003cceb4064e413725 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good. On Mon, Mar 30, 2026 at 10:26=E2=80=AFAM Timothy Thomas wro= te: > Ah I missed the part about the spend. So let's leave it at $5k / $500 > > > On Mon, Mar 30, 2026 at 1:21=E2=80=AFPM Audra Williams wrote: > >> So the spend will be $5000 CAD and discount will be $750 CAD?? >> >> >> >> On Mon, Mar 30, 2026 at 10:17=E2=80=AFAM Timothy Thomas = wrote: >> >>> let's do a $750 credit. >>> >>> On Mon, Mar 30, 2026 at 11:53=E2=80=AFAM Audra Williams >>> 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=E2=80=AFAM Audra Williams >>>> 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=E2=80=AFAM Timothy Thomas 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=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 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 h= ave >>>>>>> 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,