--000000000000358b81064e3fd981 Content-Type: multipart/alternative; boundary="000000000000358b80064e3fd980" --000000000000358b80064e3fd980 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wr= ote: > >> 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 have rece= ived >>> 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 fir= st >>> 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 a= fter >>> 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 b= eing >>> applied. >>> >>> *Action Items:* >>> >>> Since the campaign email is automatically sent directly from the CSM, >>> the client will initiate the discount request. Please follow these crit= ical >>> 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 >>> Agreeme