Webinar: I Just Got a Spreadsheet of 30 Clients in a Senior Living Community - Now What?
When: Tuesday August 5th
Time: 1 PM – 1:45 PM
You’ve just been handed a list of 30 clients and told, “You're the new agency”—now what?
This real-world webinar walks you through the exact process our agency followed when we were handed a spreadsheet of clients and asked to take over care - on 24 hours' notice.
Spoiler alert: we made every mistake you can imagine… and then we fixed it.
Join us to learn what you need to do to launch (or rescue) home care in an Independent Living community—from client onboarding to caregiver hiring, team-based scheduling, billing, and family communication.
This session is packed with tactical guidance, lessons learned, and a framework you can use today—especially if you’re replacing an outgoing agency or entering community-based, fractional care for the first time.
Who Should Attend:
- Home Care Agency Owners & Operators
- Schedulers, Community Care Coordinators
- Home Care Nurses and Clinical Leaders
- Anyone exploring or currently serving IL communities
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You’ll Learn How To:
- Avoid the biggest mistakes in transitioning care from another agency
- Set expectations with IL leadership, residents, and families
- Perform a fast community needs assessment
- Define service offerings and price them sustainably
- Structure your team for scalable, efficient community care
- Choose the right technology to enable team-based, short-visit care
- Create a smooth launch and transition plan for residents
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Agenda
1. The Real Story (5 min)
What happened when we were handed the infamous spreadsheet the day before Thanksgiving.
2. Seven Step Framework for Successful IL Care Launch (20 min)
- Setting expectations with stakeholders
- Conducting needs assessments
- Marketing, pricing, and messaging
- Technology essentials for fractional care
- Staffing & metrics
- Transition planning
- Launch events & communication
3. Lessons Learned & Hard Truths (5 min)
What we’d never do again—and what saved us.
4. Live Q&A (5–15 min)
Bring your challenges, questions, or upcoming transitions.