In the next 60 minutes

Here's what you'll walk away with

• The real reason your agency can't grow past you — and it isn't more clients.
• The 3 systems that get you out of the day-to-day for good.
• Your clear next step to actually build it — this week, not someday.

Solution

The 8 referral sources — and exactly what to say to them

• Elder law attorneys, hospice, home health, palliative care, hospitals, case managers, social workers — they refer clients every single day.
• The only question is whether they're referring to you.
• This is a reciprocal relationship, not a cold ask — they need reliable home care partners as much as you need referral volume.

Stay to the end and I'll hand you the actual scripts we use to open these relationships.

Solution

Price on value, then build a full-circle experience to match

• If you're charging $39–$40/hr minimum, everything downstream has to match that number — marketing, assessment experience, website, business cards.
• You cannot attract high-quality private pay clients with low-effort positioning. Every touchpoint either confirms the price or contradicts it.
• Private pay families will pay more for a concierge, luxury-positioned experience — that's what you're already capable of delivering.

The gap isn't your service. It's your positioning.

Solution — do this now

Build your referral list today — before you leave this session

• Generate your local referral list using AI, then put call, visit, and follow-up dates directly on your calendar.
• No excuse to leave this webinar without a plan in motion. Screenshot this prompt now.

Solution

Hire one VA — your Executive Assistant

• One VA handling your business and personal tasks gives you back 30–40 hours a week.
• Every hour you spend on a $5/hour task is an hour you're not spending growing the business.
• This is the highest-leverage hire you will ever make — and the one most owners skip.

Solution

Build SOPs — one a day, in a format that's fast

• Give yourself a simple, repeatable SOP format so documentation stops feeling like a project.
• Commit to one SOP a day. In 30 days you have 30 documented processes that used to live only in your head.
• Once it's written down it can be handed off. Once it can be handed off, you can scale.

Solution

Start with the Playbook — and centralize everything in one hub

• It starts with the SOPs, the VA, the eBook, the scripts — all of it lives in the Playbook.
• Then centralize billing, scheduling, invoicing, payroll, timekeeping, and caregiver management into one EVV hub.
• One system, one login, everything in one place — this is what eliminates the overwhelm.

Solution

The question isn't who will buy it — it's how much you can ask for it

• Go to the marketplaces where home care businesses are actively bought and sold.
• Buyers are actively looking for agencies like yours right now.
• The real work isn't finding a buyer — it's positioning your number.

Solution

The systems you build in Secret 2 are the asset you sell in Secret 3

• Every SOP, every centralized process, every task that no longer depends on you — that's what a buyer is actually purchasing.
• A business that runs without its owner is worth more than one that can't survive a vacation.
• You're not building two separate things. The scaling work and the exit work are the same work.

Solution

Get a real valuation — know your number before you need it

• Home care agencies are valued on more than gut feeling — revenue, margins, payer mix, and systems all factor in.
• Knowing your number today means you negotiate from strength whenever you decide to sell — even if that's years away.
• This is exactly the kind of positioning and exit strategy work done inside the highest tier of support we offer.

Secret #2

“I'll get organized when things slow down.”

Secret #3

“I need to learn more first.”

So far we've covered

The 3 secrets we walked through today

• 01How to grow your revenue without growing your client load — through referral partners, value-based pricing, and a list you actually call.
• 02How to scale without it all falling on you — by hiring one VA, documenting one SOP a day, and centralizing everything into one hub.
• 03How to build a business you can exit from — because your systems are the asset, and knowing your number is how you sell it.

The same build that took us from $300K to $1M in 10 months — and now to $3M+ annually. You can install it on your own, or you can let me hand you the playbook.

Same 12 months. Two very different years.

Which year are you signing up for?

Everything you get

• The Operating System Course — 3 systems, module by module$6,997 Value
• Scheduling & EVV setup walkthrough + vendor comparison$4,997 Value
• Billing & payroll automation blueprint$4,997 Value
• The SOP Library — plug-and-play, editable for your agency$6,997 Value
• Hiring & onboarding kit (job posts, interview scripts, checklists)$2,997 Value
• Referral partner outreach scripts$1,997 Value
• Owners community — lifetime access$3,997 Value
• Lifetime updates as regulations and tools change$2,021 Value

Total Value: $35,000

Let's talk value

What would this cost you otherwise?

The Playbook is a fraction of a single hire — and you keep the systems forever.

Close · Your two choices

You've got two options from here

One more, before you decide

“I was skeptical. I'd already bought two other programs and nothing changed. But within three weeks of getting the Playbook, I chose an EVV that supports my scheduling, billing, and payroll exports easily — and got it all set up. My scheduling system was built, my billing was clean, and I hired my first caregiver without making the calls myself. Six months later we're at $22K/month and I'm not the one chasing every shift. This is the first thing I bought that actually showed me how to build it — not just what to think about.”

Tamara Lewis · ★★★★★

Get it if…

• You've started your agency and you're building toward (or past) six figures
• You want the systems, templates and SOPs handed to you
• You're happy to implement it yourself, at your own pace