Home Care Strategy Speaker

Julio combines an engaging presentation style with practical and actionable strategies. With a focus on the growing Private Duty Senior Care market, he addresses the some of the more commonly overlooked, but vital aspects of Operations, Recruitment and Business Development Strategy.

General topics include:

  • Strategy Development
  • Marketing and Business Development
  • Caregiver Recruiting and Retention Practices
  • Territory and Demographic Analysis

All topics can be booked for virtual or in person, short notice bookings (under 48 hours notice) will be considered individually. 

5 Elements of Strategic Planning

We look at 5 primary elements to help you plan for growth and success​

  1. Vision / definition of a successful business

  2. Goals and Values​​

  3. Personal Assets and Liabilities (No, it's not what you think)

  4. Challenges (and of course the solutions)

  5. Milestones and KPIs

This seminar is ideal for conferences, organization meetings, or as a training workshop

Identifying Your Market

How strategic are you when it comes to building out your sales territory?

Did you know that refining your target client can reduce cost, increase productivity and even get your client pipeline filled much faster? ​

This Seminar / Workshop will give you a better understanding of:

  • Who is your ideal Home Care client

  • How to target the appropriate referral facilities

  • The importance of creating targeted Marketing Zones

  • How using Demographic Data will improve your outcomes

This seminar is ideal for conferences, organization meetings, or as a training workshop

Streamlining Caregiver Recruitment

There are key differences that need to be recognized and considered when designing a recruitment campaign, including if you are trying to hire for Medicaid or Private Duty!​

Understanding your territory and the demographics of the people who live there will help you better identify and target your ideal home health aid or caregiver. Knowing how to identify  identifying make-up of the caregiver will help you narrow down the scope of your campaign and save your organization money and misused resources.

This seminar is ideal for conferences, organization meetings, or as a training workshop

Quality Assurance and Private Pay Agency Growth

When we talk Quality Assurance, we usually think of regulatory compliance.

Understanding Quality Assurance can help your agency improve Caregiver & Client Retention as well as increase revenue.

​This Seminar / Workshop Will help you understand:

  • What are QA checks

  • Why Your Agency Needs them

  • The 3 main checks

  • How they help with growth

This seminar is ideal for conferences, organization meetings, or as a training workshop

Below are specific topics that have been popularly requested, other available topics to be discussed on the discovery / booking call.

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