Upcoming Academy Schedule
Four weekly 4-hour virtual sessions designed to build skills progressively from week to week.
Session 1
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Session 2
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Session 3
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Session 4
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Choose Your Coaching Plan
Select the level of commitment that best fits your goals and business-development needs.
Monthly Coaching Plan
Price
Month-to-month coaching with ongoing strategy, guidance and accountability.
3-Month Coaching Plan
Price
A focused three-month engagement designed to build momentum and strengthen your sales process.
6-Month Coaching Plan
Price
A deeper six-month engagement for sustained strategy, implementation and accountability.
ABOUT THIS OFFERING
What You'll Gain
A more intentional intake process that helps your team build trust quickly, identify the right prospects and move qualified families confidently toward the next step.
In home care, the first conversation is where trust begins. Effective Intake & Prospect Follow-Up Training helps intake and client care teams move beyond scripted questions to create meaningful connections, understand what families are really communicating, and guide them confidently toward the next step.
Participants learn how to balance empathy with discernment—qualifying prospects based on client fit, funding, urgency and agency capacity while preserving the human connection families need during an often stressful decision.
The training also develops purposeful follow-up strategies that create momentum and move qualified prospects toward a care needs assessment. Through practical instruction, authentic conversation techniques and real-world application, teams build a more intentional intake process that can lead to stronger conversions, shorter decision cycles and a more consistent client experience.
This isn't about “selling” home care. It's about helping families feel seen, understood and confident in taking the next step.
Emotionally intelligent intake communication strategies
Techniques for building trust and connection with families
A proven framework for qualifying and disqualifying prospects
Strategies for assessing client fit, funding, urgency and agency capacity
Purposeful follow-up techniques that create momentum
Authentic scripts and conversation frameworks
Real-world role-play and practical application
Strategies for moving qualified prospects toward a care needs assessment
Who it's for
Senior Care Business-Development professionals
Business Owners
Operations Staff
Community Relations Professionals
Clinical Staff
Care Coordinators
Intake Staff and others responsible for generating referrals and converting prospects.