Service Area – Territory Avatar Optimization

Whether you are an independently owned agency or a franchisee, it is crucial to your long term success to understand your Territory. There are few tasks more critical when it comes to the long-term success of your venture into the world of Home Care.

Why is it so important for me to understand my Territory?

Simply put, when you understand your territory, you understand your who your ideal client is and where to find your ideal caregiver. Knowing your territory will help you better optimize your territory, streamline your messaging, assure viability, and create more efficient strategies to grow your business. Many Franchisors provide a simple demographics map just as many independent owners "know" the area, but how many understand how to optimize for efficiency and results? Knowing and applying that information can save you time, money, and resources.

Why is Optimization so Crucial?

It really starts with understanding and defining your objectives. What type of business are your trying to run? Are you focusing on the Private Pay space? State Payer sources such as Medicaid, Medicare or VA?

Next, you want to understand caregivers, who they are and where they live. Let's face it, if you have clients but no one to service them, do you even have a business? Hiring caregivers is a struggle for so many home care agency owners and understanding where they are within your service are, especially in relation to your clients and referral partners can have a significant impact on your overall business growth.

The final part of the equation has to do with understanding which facilities need to be a part of your overall strategies. Using a "shotgun" approach to marketing and business development, especially when trying to establish yourself in a new market, can cost you in both time and missed revenue opportunities.

Buying a Franchise Location? A Viability Check Might be Helpful.

If you are trying to buy a home care agency, it is important to know whether or not the area has the potential to produce, or will continue to produce as expected. There is much that a valuation will tell you, but much more that it will not. For example, how will the change of ownership affect the overall inflow of leads? How much depth is there in the client / referral facing side of the business? Don't find yourself in a situation where due diligence relies solely on numbers and taking the word of an owner trying to get top dollar for an existing business.

Why Us?

Having an intensive background in Private Pay Home Care Strategy, both with independent agencies as well as in the support and strategic growth side of Franchising allows us to truly understand the needs of your agency and how to properly assess and transition branding, staff, and ownership. We use a proprietary methods and a data driven approach to help you understand the relevant demographics and data to strategically select and optimize your service area (territory) and transition new ownership and essential staff for maximum results in the shortest amount of time.

Our goal is to create custom data driven and experience-based solutions that will help you achieve your recruitment, revenue and overall business growth goals effectively and efficiently. We understand the industry and, more important, we understand the value of being able to work with your agency's systems and data to develop solutions that work for you and not just force your specific concerns into general solutions.

Optimization Benefits

Consider these benefits and values of having a solid territory plan:

  • Grow Your Revenue
  • Increase Productivity with Targeted Prospecting
  • Enhance Your Resources Management​​
  • Effectively Transition Staff
  • Improve Caregiver Recruiting Strategies and Outcomes
  • Build Better Relationships with Referral Partners and Clients
  • Much More!

Order Today!

Basic Map:

  • Choice Between Client and Caregiver Demographic Map (15 mile Radius)
    • $129 each for 1 - 3 maps
    • $99 each for 4 or more
  • PDF of Map(s)
  • Data Sheet

Enhanced Territory Analysis Reports: 

  • Choice between Client and Caregiver (15 mile Radius)
    • $499 each for 1 - 3
    • $399 each for 4 or more
  • Custom Demographic Maps (PDF)
  • Data Sheet (Excel)
  • Video of a Narrated Walkthrough of the Map
    • Video explains the criteria used for selection and discusses key areas of importance

Deluxe Territory Analysis Package (Call for Pricing):

  • 1 of each: Client and Caregiver (15 mile Radius)
    • Up to 2 locations
  • Custom Demographic Maps (PDF)
  • Data Sheets (Excel)
  • Activity ROI Analysis Tool (Marketing and Recruiting)
  • True Cost of Caregiver Turnover Analysis (Recruiting)
  • Facility Selection and Prospecting Tool (Marketing)
  • Hospital Readmission Reduction Program - HRRP Training and Tools (Marketing)
  • Quality Assurance Program Implementation & Training for Private Pay (Marketing and Recruiting)
  • Includes 2 live strategy & training sessions up to 90 minutes each

Terms & Conditions

  • All demographics information provided is based on collected data from various sources.
  • Order Completions and delivery are determined at the time of purchase.
  • Order cancellations will applied as credit to be used within 30-days.
  • No Refunds for Completed Works.


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