--0000000000002d970e064e081878 Content-Type: multipart/alternative; boundary="0000000000002d970c064e081877" --0000000000002d970c064e081877 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 th= e 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 =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 separate addendum titled *"PACL Discount."* - This addendum contains the final, approved legal verbiage for the terms