The First Visit That Keeps Clients: Intake, Pricing & Care Plan Design to Lock Retention
Start with the first visit and you control the client relationship. In this episode Daniel, Claire, and Sophia strip away fuzzy intake habits and replace them with a repeatable, compliance‑safe intake framework that converts referrals into stable private‑pay revenue. You’ll hear a specific assessment script, three pricing structures that pass state licensing review, and a care‑plan cadence that reduces early churn — all drawn from Scott McKenzie’s experience launching 531+ agencies. We reference California’s Home Care Services Consumer Protection Act to show how documentation expectations…
The skinny
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