Re: ANNOUNCEMENT: Launch of PACL Discount Campaign (Post Assessment Closed Lost)

Let me ask the powers that be as I was the messenger. I will loop back with
you on this.

On Tue, Mar 31, 2026 at 2:07 PM Timothy Thomas <tt@thekey.com> wrote:

> Joey raised some good points below. Are we pulling out the French speaking
> leads? I'm not sure we have an effective way to track this inside SF.
>
>
> ---------- Forwarded message ---------
> From: Joey Taylor <joey.taylor@thekey.com>
> Date: Tue, Mar 31, 2026 at 4:07 PM
> Subject: Re: ANNOUNCEMENT: Launch of PACL Discount Campaign (Post
> Assessment Closed Lost)
> To: Timothy Thomas <tt@thekey.com>
>
>
> 1. Do we know how far back they are reaching out to anyone who has ever
> received an assessment or was it clients from 2025, etc?
> 2. What are they doing for French?
> 3. Is there a way GMs can be CCd so we can see the responses?
>
> On Tue, Mar 31, 2026 at 3:06 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> See below.
>>
>> ---------- Forwarded message ---------
>> From: Audra Williams <audraw@thekey.com>
>> Date: Fri, Mar 27, 2026 at 5:22 PM
>> Subject: ANNOUNCEMENT: Launch of PACL Discount Campaign (Post Assessment
>> Closed Lost)
>> To: CSM <CSM@thekey.com>, <Regionalintaketeam@thekey.com>, TheKey HCL's <
>> HCL@thekey.com>
>> Cc: Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <
>> GeneralManagers@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Emily
>> Kraeter <emily.kraeter@thekey.com>, Inside Sales Leadership <
>> InsideSalesLeadership@thekey.com>, RDBD+ASM Sales Leaders <
>> rdbd_asm@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>
>>
>>
>> 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 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,
>> 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 “PACL Discount” 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 and conditions.
>>       - Do not use this specific PandaDoc addendum for any other client
>>       not part of this campaign
>>       - [image: image.png]
>>
>> Please review the full SOP
>> <https://docs.google.com/document/d/1cjXO3s3hurdBaS4lrQnNzu6CYx5See3178Mg54U-0h8/edit?usp=sharing>
>> document for further details. This campaign is a great opportunity to
>> increase conversions, and your adherence to the new tracking and
>> documentation process is vital to its success.
>>
>> Best,
>>
>>
>> --
>> Audra Williams
>> National Director, Quality and Care Innovation
>> audraw@thekey.com
>> Mobile: (425) 757-7027
>> https://thekey.com
>> <https://thekey.com>
>>
>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>


-- 
Audra Williams
National Director, Quality and Care Innovation
audraw@thekey.com
Mobile: (425) 757-7027
https://thekey.com
<https://thekey.com>