Startup Consulting

Accelerate Operations with Expert Start-up Guidance

30 min

Custom

Seattle

Service Description

Receive personalized consulting to successfully launch and scale your home care agency, leveraging over 20 years of industry experience. Includes Advisory + Execution Executive Advisory Layer (Ongoing) Leadership decision support on operations and growth Weekly strategy sessions with ownership/team leads Prioritization of operational bottlenecks Guidance on staffing, intake structure, and scaling readiness Real-time problem solving as issues arise Month 1: Operational Diagnosis End-to-end workflow audit (intake → billing) Revenue leakage identification Intake and referral performance analysis Technology & CRM evaluation KPI baseline definition Month 2: System & Strategy Design Redesigned intake and scheduling workflows Caregiver assignment optimization model SOP development for core operations Initial AI automation planning (Sanctum integration) Referral conversion improvement strategy Month 3: Implementation + Team Enablement Automation deployment (intake, CRM, follow-ups) Team training + adoption support KPI dashboard implementation Intake conversion optimization rollout Final advisory refinement for sustainability Outcomes Leadership clarity on what to fix and prioritize Reduced operational chaos Faster intake and response times Improved referral conversion Strong foundational systems for scale Best For Agencies needing structure and clarity Owners heavily involved in daily operations Teams struggling with consistency and follow-through Agencies under ~$5M revenue

Contact Details

Seattle, WA, USA
3109222210
kelda.fairleigh@gmail.com

How Our Consulting Engagements Work

01

Discovery & Diagnosis

We deep-dive into your agency's current operations to identify hidden friction points and growth bottlenecks specific to home care.

02

Strategy & Roadmap

Instead of vague advice, we build a tailored engagement strategy that outlines exactly how we will transform your agency's efficiency.

03

Build & Implementation

We don't just coach from the sidelines; we work inside your business to build the systems and team structures required for success.

04

Optimize & Scale

Our partnership continues as we fine-tune your operations, ensuring long-term sustainability and the ability to scale without chaos.

Ready to see what this would look like for your agency?