
Sell the First Visit: The Paid Assessment to $1,500/Month Conversion System
This 25‑minute Executive Roundtable monologue teaches new home care CEOs a repeatable, HCAB‑tested paid assessment system that turns early clinical assessments into predictable private‑pay retainers. Drawing on Scott McKenzie’s work across 531+ licensed agency launches, Daniel, Claire, and Sophia map pricing (a pragmatic $75–$250 assessment fee range), the exact assessment script, compliance checkpoints (including a neutral nod to California’s Home Care Services Consumer Protection Act as a licensing-style example), and a three-message follow-up sequence that reliably lifts conversion from…
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