First-30 Profit: Intake, Care Plans, and Scheduling That Protect Your Margin
Most new agencies win clients but lose margin in the first 30 days because intake, care planning, and scheduling were designed for convenience — not profitability. In this episode Daniel, Claire, and Sophia work through the operational decisions that set your agency’s financial fate during week one: the intake pricing levers that avoid underwritten services, care‑plan templates that protect private‑pay revenue when Medicaid or waivers enter, and schedule windows that cut last‑minute overtime and cancellations. You’ll hear a specific intake script used by HCAB on 12 launches, a reference to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.