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A Free Diagnostic for Home Care Agency Owners

The Referral Pipeline Audit

Five questions that pinpoint why referrals arrive in waves instead of every week. Score yourself in 10 minutes and know what to fix first.

Print it. Score it. Fix the biggest leak before your next facility visit.

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33%+
of home care providers call stronger referral relationships their single biggest growth opportunity
8–12
visits before a referral source typically starts sending clients. Most owners stop after two or three.
1.1%
average marketing spend at small agencies, against the 7–8% the SBA recommends. Nearly everyone underspends.

What's Inside

Five questions. One score. One clear first fix.

Most referral problems aren't effort problems. They're structure problems. Answer each question based on how your agency actually ran over the last quarter, not how you intend to run it. Your total points to the gap costing you the most referrals right now.

1

Referral Source Count

How many separate sources sent you at least one client in the last 90 days? If the answer is one or two, every new client is a coin flip. The audit gives you the benchmark to build toward.

Scored 0–10 pts
2

Follow-Up System

When you leave a facility, is the next touch already decided: what you'll say, when you'll reach out, what you'll bring? If the plan lives in your head, it isn't a system.

Scored 0–10 pts
3

72-Hour Follow-Up

A discharge planner meets a half dozen agency reps a week. If she hasn't heard from you within 72 hours of your visit, you've already faded into the wallpaper.

Scored 0–10 pts
4

Differentiation

Could you tell a social worker, in under a minute, which patients you handle better than Home Instead or Visiting Angels? If not, you're competing on price and availability alone.

Scored 0–10 pts
5

Value-Add Visits

In the past 30 days, did you bring a referral source anything they could actually use? Agencies that solve problems get called first. Agencies that drop brochures get filed and forgotten.

Scored 0–10 pts

Find your range. Each one has a specific fix.

0–20

Referral Survival Mode

Every new client feels like luck because, right now, it is. You don't need more hustle. You need a sequence. Start with questions 2 and 3.

25–40

Instincts Without Structure

You already know what good referral marketing looks like. What's missing is the machinery: a written sequence, a source tracker, and a leave-behind worth