Service Area – Territory Avatar Optimization

Whether you are an independently owned agency or part of a franchise system, one of your first pre-opening tasks is to select and understand your Territory Avatar in your service area. There are few tasks more critical when it comes to the future success of your venture into the world of Home Care.

What is a Territory Avatar?

Simply put, the definition of an avatar is something visual used to represent non-visual concepts or ideas, like your ideal client or caregiver. Knowing your avatar 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 your Avatar 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.

Why Do You Need to Do a Viability Check?

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!

Book Your Discovery Call

All Basic Territory Avatar Analysis Reports include:

  • Custom Demographic Maps of Your Territory (PDF)
  • Relevant Data Sheet (Excel)
  • Downloadable Video of a Narrated Walkthrough of the Map
  • 1 Hour Coaching Session via Zoom (Recorded for your records)

Deluxe Packages include:

  • All Items in Basic
  • Activity ROI Analysis (Marketing and Recruiting)
  • True Cost of Caregiver Turnover Analysis (Recruiting)
  • Retention Practices Assessment (Recruiting)
  • Facility Selection and Prospecting Analysis (Marketing)
  • Hospital Readmission Reduction Program - HRRP Training and Tools (Marketing)
  • Quality Assurance Implementation for Private Pay (Marketing and Recruiting)

Full, onsite Assessments and Transition Services available. Please ask during the discovery call.

Terms & Conditions

  • All demographics information provided is based on collected data from various sources.
  • Order cancellations will be considered on a case-by-case basis with cause
  • No Refunds for Completed Works.


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