Re: Clients On-Hold

From
Chad Everitt <chad.everitt@thekey.com>
To
Kimberly Guerci <kguerci@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Jennifer Piper <jennifer.piper@thekey.com>, Audra Williams <audraw@thekey.com>
Date
2024-07-05 12:06:43
Folder
INBOX
--00000000000034e093061c82403a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Fair enough. Let's strive to have it completed by COB Wednesday so we have time to roll up and announce the selected winner by Friday. *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] On Fri, Jul 5, 2024 at 12:02=E2=80=AFPM Kimberly Guerci wrote: > Morning...we have had a lot people out on PTO so we are only about 50% > through the list and doubt much more will get done today. Any > possibility we can extend until later next week? > > On Fri, Jul 5, 2024 at 11:55=E2=80=AFAM Chad Everitt > wrote: > >> Morning, All. >> >> Please send your completed spreadsheet by COB Monday, 7/8. >> >> Thanks! >> >> >> *Chad Everitt* >> President- East Division & Canada >> Mobile: 202.262.8318 >> [image: TheKey] >> >> >> On Fri, Jun 28, 2024 at 11:44=E2=80=AFAM Chad Everitt >> wrote: >> >>> Good Morning, >>> >>> In an effort to track our efforts and outcomes, please have your office= s >>> use the attached workbook, which has been sorted alphabetically by Regi= on >>> 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 off= ice >>> 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] >>> >>> >>> On Thu, Jun 27, 2024 at 5:54=E2=80=AFPM Chad Everitt >>> 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 m= onths >>>> 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 ou= r >>>> Pipeline process, however it does not appear to be consistently taking >>>> place in every location. At the very minimum, this exercise would clea= n up >>>> our list of clients currently listed as being "On-hold," however ideal= ly 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-m= akers >>>> minds going into the American Independence Day holiday when families m= ay be >>>> visiting their loved ones. >>>> >>>> Thanks >>>> Chad >>>> >>>> >>>> *Chad Everitt* >>>> President- East Division & Canada >>>> Mobile: 202.262.8318 >>>> [image: TheKey] >>>> >>> --00000000000034e093061c82403a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Fair enough. Let&#39;s strive to have it completed by CO

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