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In-Home Assessment

An in-home assessment is a consultation conducted at a potential client's residence to evaluate care needs, home safety, and service requirements. Assessments are typically performed by a care coordinator or nurse who develops a personalized care plan based on the evaluation. This critical step often determines whether families become clients.

How This Applies to Home Care Marketing

The in-home assessment is your most important conversion point—it’s where families decide to hire you. Marketing should position assessments as valuable consultations, not sales pitches. Emphasize that assessments are free, no-obligation, and focused on understanding the family’s needs.

Content should demystify the assessment process: what to expect, what questions you’ll ask, who attends, how long it takes, and what happens afterward. Reducing anxiety about this step increases the likelihood families will schedule.

Key Takeaway

Frame assessments as helpful consultations that provide value regardless of whether families hire you. Create content explaining the process and its benefits. The goal is reducing friction so more interested families take this critical step.

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