Home Care Marketing Course, Non Medical Home Care Agency Marketing Plan, Referral Marketing Templates, Senior Care Business Toolkit

Seller's description

Your care is good. The phone still is not ringing enough. This course shows a non-medical home care agency owner how to market the way families actually choose care: through trust, local visibility and the advisors they already listen to. It is written in plain language, updated for 2026, and built for agencies serving private pay, long-term care insurance, VA and Medicaid waiver clients.

BONUS INCLUDED: The Home Care Marketing Course Workbook, 109 pages in PDF and editable Word. It covers both the private duty and skilled home health tracks, with 28 fill-in worksheets, action checklists and an answer key.

Every lesson has objectives, step-by-step teaching, an action assignment and a short quiz, with answer keys at the end of each module. You finish with a working marketing system, not a pile of ideas.

WHAT YOU GET
- 7-module, 14-lesson course plus a Start Here guide and master checklists, in editable Word and print-ready PDF
- Brand message worksheet and client persona builder
- Website and phone test checklist using current Google tools
- Google Business Profile setup under Google's 2025 service area rules
- Referral visit agenda, first-call phone script and inquiry call script
- Flyer and leave-behind copy: 10 questions one-sheet, agency overview, caregiver night flyer, referral office flyer
- Long-term care insurance claims checklist for families
- VA and Medicaid waiver marketing rules, including OIG gift limits
- Review request texts and emails, review reply templates and a testimonial release
- Ten ready-to-post social captions
- Five-email nurture sequence with CAN-SPAM and TCPA consent language
- Excel workbook: 12-month Marketing Calendar prefilled with themes, Referral Source Tracker, Campaign ROI Tracker with formulas, Content Plan, Lesson Progress checklist

WHO IT IS FOR
Owners, administrators and marketing staff at licensed non-medical home care, companion care and personal care agencies, new or established, who want more private pay clients and stronger referral relationships.

HOW IT WORKS
Instant download: the course in Word and PDF plus the Excel workbook. Start with the Start Here lesson, then complete one lesson every two to three days. Most owners finish in about six weeks.

You brand the files yourself: add your agency name and logo to the editable templates. Licensed for use inside one agency only. Not white label, and not for resale, sharing or redistribution.

FAQ
Q: Is this for skilled Medicare home health agencies?
A: No. This course is for non-medical agencies. Skilled agencies need different rules on physician referrals and Medicare marketing.

Q: Do I need marketing experience?
A: No. Each lesson explains the why and gives you the exact steps and copy.

Q: Is it state specific?
A: Federal rules apply everywhere. You add your state license details and service area, and each lesson tells you where to check state rules.

Q: Will it guarantee clients?
A: No course can. It gives you a proven structure and tools; results depend on your market and follow-through.

Educational course and templates only. Not legal, tax or financial advice. Review fraud and abuse and privacy questions with a qualified attorney.