We've brought together a team of educators and home care experts to answer the burning questions that you and every home care owner will ask at some point.
Gabrielle Pumpian Chief Development Officer at Cheer Home Care; 3-time home care marketer
Marissa Snook President/CEO of corecubed care marketing
Connor Kunz VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years
Debbie Miller Former pharma sales rep who built a $10M home care company and founded 52 Weeks Marketing
Debbie Miller Former pharma sales rep who built a $10M home care company and founded 52 Weeks Marketing
Connor Kunz VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years
Gregg Mazza Founded a home care agency, almost ran out of capital after two years, figured things out and scaled past $5M
Erica Horner Home care sales consultant & project manager at corecubed
Erica Horner Home care sales consultant & project manager at corecubed
Brett Ringold Vice President of A Long-Term Companion & HCAOA board member
Jeremy Fuller Managing Director of Grow Home Care Marketing; website, SEO, and digital marketing expert
I’ve spent the last few weeks exploring client intake and assessment processes with a handful of well-known, highly-successful agencies. Interestingly, their processes and how/when they collect the information vary quite a bit.
Based on the experience, I’ve compiled a comprehensive new client assessment workflow that could work well for anyone building this process in their own agency or looking for ways to streamline their existing process.
One caveat to remember is that your state may have other specific requirements.
A quick overview of typical client assessment documents and when you complete them:
What to gather in your Intake/Pre-Assessment Process:
What to gather in your In-Home Assessment Process: (think of this as a verification of the self-reported information on the intake form)
*Bonus: What to gather in your In-Home Safety Inspection: