--0000000000000354aa064e411486 Content-Type: multipart/alternative; boundary="0000000000000354a9064e411485" --0000000000000354a9064e411485 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 wro= te: > 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 i= n >>> 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 h= ave >>>>> 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 re= ceived >>>>> 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 f= irst >>>>> 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 cr= itical >>>>> 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