Need to Improve Client Retention & Turn More Inquiries Into New Clients?

Perplexed? Do you feel that you have too many closed/lost clients?

Optimize Your Sales and Client Retention Efforts with Rosemark

It’s so great when you can be proud of providing the best care to an elderly client. But what happens if you lose a client or a potential client. It all goes to your bottom line. It can be really frustrating. Maybe, as an owner, you don’t have visibility on that because your staff is not keeping track. Perhaps you are an office manager and your bonus is based on closing a client to win their business but you really don’t have clear visibility as to what is occurring over time. This makes it hard for you to make positive changes.

When a person calls to inquire about care but they never became your client or they were your client but then they left for some reason. If someone asked you or someone on your team the reason that a client did not come on board or why a client is no longer your customer, could you tell them?

There are so many reasons for these events. They may have been a very good match from your point of view but they still did not sign up for care. So what does “not a good match” mean?

  • Did the competition get them? If so, why?
  • Did your client pass away? This isn’t something that you can control but it counts toward the big picture.
  • Was a potential client not eligible for your services? Why?
  • Did you try and reach out to them but they failed to continue communicating with you after seeming like a good match?
  • Were they outside of the area that you can cover with your caregivers force?
  • Were they placed in a facility? What were the circumstances for the move?
  • You didn’t have the right caregiver for the job or maybe no caregiver to cover that client? What were the circumstances?
  • Perhaps they needed a certain type of service or care arrangement that you could not accommodate? What did they need?

Rosemark is one of the best private duty home care software systems available where you can easily close out lost client inquiries and add clear reasons for the loss so that you can see, over time, why and how you might be losing that business. Then the data becomes extremely powerful to help you:

  • assess whether or not your staff is effective at signing up potential clients
  • to generate ideas for new or different service offerings.
  • be clear about where to focus your marketing dollars budget.

See how easy it is to enter all of the necessary facts to help you draw the right conclusions? Running reports with a home care business software system like Rosemark allows you to slice and dice your data to gain new insights that will allow you to grow your client base and set you on the path toward improving your closed/ won rate.

Contact us anytime to learn more about why people consider Rosemark to be the best private duty home care software system around.

Need Software Advice? Talk With Our Experts Today!

    What are you most interested in learning about? (select all that apply) *

    Agency GrowthCare DeliveryCaregiver ManagementOperations and ReportingElectronic Visit Verification (EVV)

    How would you describe your agency? (select all that apply) *

    New BusinessEstablished with One LocationEstablished with Multiple LocationsFranchiseeIndustry Partner

    What is your business mix? (select one) *

    Private Pay OnlyPrivate Pay and MedicaidMedicaid OnlyIndustry Partner

    We use MailChimp as our marketing automation platform. By clicking below to submit this form, you acknowledge that the information you provide will be transferred to MailChimp for processing, and have read and agree to the Terms of Service and Privacy Policy.

    Subscribe to Our Blog

    Get the latest content sent straight to your inbox!

    * required field
    This website uses cookies to enhance your user experience. By closing this notice you agree to our privacy policy.