Thanks...can we have Rhode Island removed from the list since the office is
closed?
On Fri, Jun 28, 2024 at 11:44 AM Chad Everitt <chad.everitt@thekey.com>
wrote:
> Good Morning,
>
> In an effort to track our efforts and outcomes, please have your offices
> use the attached workbook, which has been sorted alphabetically by Region
> by Site name. We want to capture the date the client was contacted, by whom
> and the outcome (resumed or deactivated) in columns W, X and Y. The office
> with the highest number of on-hold clients resuming care will receive $500
> towards a summer celebration.
>
> Thank you all in advance.
> Chad
>
>
> *Chad Everitt*
> President- East Division & Canada
> Mobile: 202.262.8318
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Thu, Jun 27, 2024 at 5:54 PM Chad Everitt <chad.everitt@thekey.com>
> wrote:
>
>> Afternoon, All.
>>
>> I spent some time digging through Tableau this week. 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 General
>> Managers and Client Success Managers follow-up with our former clients to
>> re-engage them to our services. I understand this should be part of our
>> Pipeline process, however it does not appear to be consistently taking
>> place in every location. 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.
>>
>> 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.
>>
>> Thanks
>> Chad
>>
>>
>> *Chad Everitt*
>> President- East Division & Canada
>> Mobile: 202.262.8318
>> [image: TheKey] <https://homecareassistance.com/>
>>
>