A Free Diagnostic for Home Care Agency Owners
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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What's Inside
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.
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 ptsWhen 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 ptsA 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 ptsCould 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 ptsIn 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 ptsWhat Your Score Means
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.
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