Good Morning Audra,
It would be July 1st in Canada! I can go over all the Montreal clients next
week that are on hold. For us, it's primarily our staffing business that we
use the "On Hold" designation or clients that use us occasionally for
transportation shifts. But I would be happy to see if we can generate any
new business through follow-ups on those!!
On Fri, Jun 28, 2024 at 8:03 AM Audra Williams <audraw@thekey.com> wrote:
> Hi Team!
>
> I wanted to get this in front of you all in Tim's absence. We appear to
> have a *high* volume of clients currently on hold status, that dates back
> months and, in some cases, years. Given our overall client count and
> revenue is down YOY, this may be a good opportunity for us to have our
> Client Success Managers follow-up with our former clients to re-engage them
> to our services. At the very minimum, this exercise would clean up our
> list of clients currently listed as being "On-hold," however ideally we can
> win back their business. You can find this "Active Client List Report" in
> Tableau and filter "Client Account Status" by on hold.
>
> Let me know your thoughts if we could accomplish this before July 4th.
> Ideally, our Company name and care offering would be on the decision-makers
> minds going into the American Independence Day holiday when families may be
> visiting their loved ones.
>
> Best,
>
> --
> Audra Williams
> Director, Divisional Operations
> (425) 757-7027
> TheKey.com <https://www.thekey.com/>
>
>
> [image: TheKey] <https://homecareassistance.com/>
>
Joey Taylor
*Directeur Général/**General Manager*
514-907-5065
TheKey.ca <https://thekey.ca/>
[image: TheKey]