The Week 1 Quick-Start: Five Things to Do Before Anything Else
If you got your license last week and have zero clients, do these five things first, because everything else can wait.
What this section covers
This is the 30-day playbook for a brand-new agency. If you have cleared licensing and EVV setup but have no paying clients yet, start here before spending a dollar on ads or fancy software.
Most owners drown in tactics before they have a single client. The five steps below are the ones that produce home care leads in the first month with almost no budget. Do them in order.
Claim and fully fill your Google Business Profile today. Add your service area, every service category, 10 or more photos, and turn on messaging.
Call three discharge planners at the nearest hospital by end of week. Introduce your agency and ask what they need to refer a patient.
Sign up for one referral network as a free listing. A Place for Mom or Caring.com both let you start without paying.
Ask every personal contact for one referral. Family, friends, former coworkers, your old nursing colleagues, all of them.
Set up a phone intake script so every inquiry call asks the same four questions. Consistency beats improvisation when a family is in crisis.
Most new agencies stall because they try to do everything at once. They build a website, run ads, print brochures, and chase ten referral sources in the same week. None of it gets the focus it needs.
Pick the five steps above and finish each one before moving on. You will out-execute owners who are spread thin.
If you can only do one thing
Call the discharge planning department at your nearest hospital within your first 72 hours of licensure. Bring a one-page agency summary and ask for 10 minutes.
The single fastest channel for a new agency is a warm hospital relationship. It costs nothing but your time, and the demand is enormous. The Bureau of Labor Statistics projects 21 percent job growth for home health and personal care aides from 2023 to 2033.
Once your intake workflow is set, read our home care client intake process guide before your first inquiry call.
Referral Sources That Actually Send Clients (and How to Approach Them)

Hospital discharge planners and SNF case managers send the fastest, most consistent referrals, but elder-law attorneys and geriatric care managers send higher-margin private-pay clients.
The mistake most new agencies make is treating all referral sources as equal. A discharge planner can send you a client this week. An elder-law attorney might send you one a quarter, but that client pays out of pocket for two years.
These are different channels with different timelines, and you should approach them differently. Rank them before you start knocking on doors.
| Source | Speed to First Client | Monthly Volume | Margin Tier | Approach Difficulty |
|---|---|---|---|---|
| Hospital discharge planner | 1-3 weeks | High | Mixed (Medicaid + private) | Medium |
| SNF / rehab case manager | 2-4 weeks | High | Mixed | Medium |
| Geriatric care manager (GCM) | 2-6 weeks | Low-Med | Private-pay (high) | Low |
| Elder-law attorney | 4-8 weeks | Low | Private-pay (high) | Low |
| A Place for Mom / Caring.com | 1-2 weeks | Medium | Mixed | Low (paid listing) |
| VA social worker | 4-8 weeks | Low | VA-funded | Medium |
When you walk into a discharge planner's office for the first time, you are not selling. You are making their job easier. Discharge planners are measured on safe, timely discharges, and an unreliable agency creates readmissions that hurt their numbers.
Lead with their problem, not your pitch. Try something like "I am following up on any patients being discharged who might need non-medical home care support at home." You are offering to make their discharge safer.
Never cold-call a discharge planner empty-handed
Bring a one-page agency summary with your license number, service area, accepted payers, and a direct cell number. Without it, you are asking them to do work to refer to you, and they will not.
Geriatric care managers are a sleeper channel that most agencies ignore. A geriatric care manager (often a nurse or social worker) is hired privately by families to coordinate an aging parent's care. They send a steady stream of private-pay clients and they vet you carefully.
You can find them through the Aging Life Care Association directory. Reach out, offer to meet for coffee, and explain your service area and response time. PHI's workforce research underscores how thin the direct-care labor pool is in many regions, so a reliable agency becomes a repeat referrer.
What to bring to every referral source meeting
- One-page agency profile with license number, payer types, service area, and response time
- Your direct cell number, not a 1-800 line
- Two references from satisfied families
- A specific ask: who do you usually call when a patient needs home care?
- A calendar invite for a 30-day follow-up
The agencies that win referral sources are the ones who follow up. Most owners introduce themselves once and never come back. Home Care Pulse benchmarking research shows referral relationships compound over time, not overnight.
For a deeper look at building a referral pipeline across all channel types, see our home care referral sources guide.
Private-Pay Clients: Where to Find Them and How to Win Them
Private-pay clients, meaning families who pay out of pocket without Medicaid, are higher-margin and easier to schedule, and the best channels to find them are professional referrers, not ad platforms.
Elder-law attorneys see every family making financial decisions about long-term care. When a family sits down to plan an estate or qualify a parent for benefits, the attorney is in the room. So is the financial advisor who manages the retirement accounts.
These professionals refer families who have already decided to spend on care. That is exactly who you want. Find them through your state bar directory or a local NAELA chapter, then introduce yourself the same way you would a discharge planner.
Where private-pay clients come from vs. where Medicaid clients come from
Private-pay sources
- Geriatric care managers
- Elder-law attorneys
- Financial advisors
- Senior living communities
- Medicare Advantage plans
- Direct family inquiries via Google
Medicaid / waiver sources
- Hospital discharge planners
- SNF case managers
- Medicaid MCO care coordinators
- Area Agency on Aging
Medicare Advantage plans are an emerging channel most agencies have not tapped yet. As of 2025, many Medicare Advantage plans cover limited personal care hours as a supplemental benefit, which traditional Medicare never has.
Getting in-network takes paperwork and patience. It also puts you in front of members who need exactly what you sell. This is one of the few new client channels to open up in years, and most of your local competitors are not chasing it yet.
Medicare Advantage vs. Medicare
Traditional Medicare does NOT cover non-medical personal care. Medicare Advantage plans may cover limited personal care hours as a supplemental benefit, but coverage varies by plan and county. Always verify with the plan before promising a client coverage.
The demand for private home care is not going anywhere. Aging-in-place data from the Administration for Community Living shows the large majority of older adults want to stay in their own homes as they age.
Once you have won a private-pay client, see our private-pay home care billing guide to set up your rate structure and contracts.
Your Digital Presence: The Basics That Actually Send You Leads

Your Google Business Profile is the most important digital asset you own, because it is free, it ranks for local searches, and most of your competitors have not fully optimized theirs.
Google Business Profile: 5 must-complete steps
- Upload 10 or more photos (exterior, staff, care in action).
- Set your exact service area by ZIP code or city, not just your office address.
- Add every applicable service category (Personal Care, Home Health Care Service, etc.).
- Turn on Google Business Messaging so mobile searchers can text you directly.
- Post one update per week. Most agencies skip this, and it is a local-pack ranking signal.
A complete Google Business Profile takes 45 minutes and generates free leads indefinitely. That last step above, the weekly post, is what most agencies skip, and it is a ranking signal Google rewards.
Home care marketing does not have to start with a budget. It starts with the free profile you already qualify for.
Ask for the review while gratitude is highest
Ask every new client's family to leave a Google review within 48 hours of starting service, when their relief and gratitude peak. A text message with the direct review link takes 30 seconds to send.
Once your profile is live, decide where the rest of your time and money go. The table below compares the main home care lead generation channels by cost and speed, so you can match a channel to your budget and how fast you need clients.
| Channel | Avg Cost per Lead | Time to First Lead | Best For |
|---|---|---|---|
| Google Business Profile (free) | $0 | 2-8 weeks (ramp up) | Local search / near-me queries |
| Organic SEO (website) | $0 ongoing | 3-9 months | Long-term lead flow |
| A Place for Mom (paid) | $100-$300+ | 1-5 days | Fast volume, mixed quality |
| Google Ads | $40-$150/click | 1-2 weeks | Fast, controllable, expensive |
| Caring.com (free listing) | $0 | Variable | Brand visibility, low volume |
Paid lead vendors like A Place for Mom are a bridge, not a long-term strategy. They deliver home care leads in days, which is genuinely useful when you have caregivers idle and no clients. The catch is that the leads are rarely exclusive and the cost adds up fast.
Use them to fill capacity while your free and referral channels build, then taper off as those mature.
Read the lead vendor fee structure before you sign
Lead vendor contracts often require you to pay per referral regardless of whether you close the client. Some charge $150-$400 per referral; others charge a percentage of the first year's revenue.
Most families start their search for paid help online. AARP research on family caregivers confirms this, which is why your free profile and reviews matter more than any single ad.
For a full breakdown of every marketing channel available to home care agencies, with budget allocation guidance, see our home care marketing strategies guide.
Speed-to-Lead: Why How Fast You Answer Determines Whether You Win the Client

Agencies that respond to an inquiry within one hour are far more likely to convert it than agencies that respond the next day, and most home care agencies respond in 24 hours or more.
The average home care inquiry is a family in mild crisis. A parent just fell, a hospital discharge is happening Friday, or a sibling can no longer manage alone. That family is not comparison-shopping for the best website.
They are calling three agencies and going with whoever picks up. Sound competent and answer fast. Speed and a calm voice beat polish every time.
The 4-Question Intake Call Script
What is going on right now? Get the situation and the urgency first.
Who is the care recipient and what care do they need? Establish scope.
What payer type are you expecting to use, private pay, Medicaid, VA, or insurance? Qualify before you quote.
When do you need care to start? Close on a timeline so you both know the next step.
After the call, send a follow-up email within 30 minutes. Include your rates, service area, and next steps. Most agencies never do this, and it is why warm leads go cold.
A short written recap makes you look organized. It also gives the family something to forward to the relative holding the checkbook. It costs five minutes and routinely wins the client.
AveeCare logs every inquiry and timestamps your response. The intake module also sends automatic follow-up reminders so a lead never slips. See how AveeCare's intake module works or start a free trial.
The Three Numbers Every Home Care Agency Should Track
You cannot fix what you do not measure, and most agencies track revenue but not the three numbers that actually predict whether growth will continue.
Client Acquisition Cost is the number most agencies have never calculated. Add up everything you spent on marketing and sales in a period, then divide by the number of new clients you acquired. That is your CAC.
A healthy CAC runs $300 to $600 per client. It swings hard with your payer mix, since a referral client costs almost nothing while a vendor lead can run $400 before you even close.
| Metric | Healthy Range | Warning Sign |
|---|---|---|
| Client Acquisition Cost (CAC) | $300-$600 | Over $800: review your channel mix |
| Referral-to-assessment conversion | 25-35% | Under 20%: intake or trust issue |
| Average client retention | 12-18 months | Under 8 months: quality or fit issue |
Referral conversion rate tells you whether your relationships are working or just warm. Track how many referral conversations turn into paid client assessments. Home Care Pulse benchmarks put a healthy rate at 25 to 35 percent.
Below 20 percent means something is broken. The problem is usually your intake step or your trust-building, not your referral volume.
Start with a spreadsheet, not software
Track these three numbers in a simple spreadsheet before you invest in any tool. If you do not know your CAC, every marketing decision is a guess.
Lifetime client value is the number that justifies every referral investment. Multiply average retention by weekly hours by your hourly rate, and you get the revenue a single client produces. Compare that to your CAC, and a $500 acquisition cost suddenly looks like a bargain.
For the full framework on growing a home care business by the numbers, see our home care KPIs guide and profit margins guide.
Frequently Asked Questions
Sources
- Bureau of Labor Statistics, Occupational Outlook Handbook, Home Health and Personal Care Aides. Projected 21% job growth 2023-2033 and market scale. Accessed May 2026.
- Administration for Community Living, Aging and Disability Data and Research. Aging-in-place preference and demographic demand data. Accessed May 2026.
- Medicare.gov, Home Health Services. Distinction between Medicare-covered home health and non-medical personal care. Accessed May 2026.
- Genworth Cost of Care Survey. Median annual cost of home care aide services. Accessed May 2026.
- Home Care Pulse Benchmarking Research. Referral conversion rate, CAC, and retention benchmarks. Accessed May 2026.
- PHI National. Direct-care workforce research and state-level staffing context. Accessed May 2026.
- AARP Public Policy Institute. Family caregiver search behavior and demand data. Accessed May 2026.
- Home Care Association of America (HCAOA). Industry licensing and startup context. Accessed May 2026.
About the Author
Cal Nesvig, Founding Partner - AveeCare
Cal Nesvig is the Founding Partner of AveeCare, a home care agency software platform used by agencies across all 50 states. Before building AveeCare, he worked closely with home care operators through the hardest phase of agency growth: getting to the first 20 clients. AveeCare was built around the acquisition workflows that actually move the needle.
