Client Acquisition Checklist

Set up Google Business Profile

Claim your listing, add photos, hours, services, and service area. This is how families find you on Google Maps.

Create a professional website

Include services, service area, about page, testimonials section, and a clear phone number / contact form on every page.

Optimize your website for local SEO

Target keywords like "home care in [your city]" and "senior care near me." Add location pages if you serve multiple areas.

Design branding materials

Logo, business cards, brochures, and flyers — all with consistent colors, fonts, and messaging.

Set up a professional email address

Use your domain (you@youragency.com), not Gmail. Set up an email signature with your logo and phone number.

Set up a simple CRM or tracking spreadsheet

Track every lead source, follow-up date, and outcome. You need to know what's working.

Visit local doctors' offices & clinics

Bring brochures, introduce yourself, ask to be added to their referral list. Follow up monthly.

Connect with hospital discharge planners

These are the people who decide where patients go after a hospital stay. Build a real relationship here.

Visit assisted living & senior communities

Offer to be on their sub-contractor list. Many residents need extra help beyond what the facility provides.

Reach out to rehab & nursing facilities

Patients discharged from rehab often need continued home care. Be the agency they recommend.

Connect with social workers & case managers

Social workers at hospitals, VA offices, and community orgs are major referral sources.

Register with placement agents

Placement agents match families with agencies and can drive significant volume.

Introduce yourself to elder law attorneys

Families planning long-term care often ask their attorney for agency recommendations.

Create a referral rewards program

Offer incentives to current clients, caretakers, and partners who refer new clients to you.

Drop off flyers at churches & places of worship

Many congregations have older members. Follow up by phone or email after dropping off materials.

Partner with local senior centers

Offer to host a free workshop on aging in place, fall prevention, or caretaker tips.

Join your local Chamber of Commerce

Attend networking events, join committees, and get listed in their business directory.

Attend or sponsor local health fairs

Set up a booth, hand out brochures, and collect contact info from interested families.

Canvass targeted neighborhoods

Walk door-to-door in areas with older homeowners. Leave a flyer and a brochure at every door.

Connect with veteran organizations

Present your services to VFW halls and veteran groups. Look into Tricare / VA qualification.

Visit special education schools (if applicable)

If you serve individuals with disabilities, connect with special ed coordinators and transition programs.

Create a Facebook business page

Post regularly about your services, care tips, and team. Many families find agencies through Facebook.

Post in local Facebook & Nextdoor groups

Introduce your agency in neighborhood groups. Offer a discount to neighbors. This is where early clients come from.

Set up Instagram & post educational Reels

Post 2x daily. Pick a problem your audience faces and show how you solve it. Use clear calls to action.

Create TikTok content about home care

Short educational videos about caregiving, aging, and your services. Consistency matters more than polish.

Launch a Google Ads campaign

Target searches like "home care near me" in your area. Start with $1,000–2,000/month and track every lead.

List on industry lead sites

Register on A Place for Mom, Caring.com, and similar platforms where families actively search for care.

Start an email newsletter

Collect emails from website visitors and community events. Send monthly care tips and agency updates.

Answer questions on Quora & Reddit

Find questions about home care and give genuinely helpful answers. Build authority, don't sell.

Ask every happy client for a Google review

Send a direct link to your Google review page after successful service. Make it as easy as possible.

Collect Facebook recommendations

Ask families to leave recommendations on your Facebook page. Respond to every one.

Gather written & video testimonials

Feature them on your website, brochures, and social media. Real stories from real families are your best marketing.

Respond to all reviews professionally

Thank positive reviewers. Address negative reviews calmly and constructively. Everyone is watching how you respond.

Monitor your online reputation weekly

Set up Google Alerts for your agency name. Check review sites regularly. Know what people are saying about you.

Track where every lead comes from

Ask every caller "How did you hear about us?" and log it. Double down on what's working.

Follow up with every inquiry within 1 hour

Speed matters. Families often call multiple agencies. The first one to respond usually wins.

Set up a lead nurture sequence

Not everyone is ready to sign today. Send helpful emails over weeks to stay top of mind until they are.

Follow up with referral partners monthly

Don't just visit once. Schedule regular check-ins, bring lunch, share updates. Relationships need maintenance.

Review your marketing ROI monthly

Which channels brought clients? What did each client cost to acquire? Cut what doesn't work, invest more in what does.