THE SALES & INTAKE PERFORMANCE PROGRAM FOR HOME CARE TEAMS
Momentum for Home Care Agencies
Live intake training, targeted add-ons, ready-to-use resources, and growth support, including outside sales, CRM adoption, and AI voice agent configuration, for private duty and personal care agencies.
Is This Your Agency?
This training is built for private duty and personal care agencies that recognize themselves here:
Marketing, paid ads, A Place for Mom, and Caring.com leads that aren’t converting, with no clear return on that spend
Owners who have never established formal intake protocols
Intake teams without a streamlined way to track and manage leads
Intake teams that don’t follow up with leads consistently
Intake teams that give up on a lead before the third follow-up attempt
Intake teams that have never received formal sales training
Owners who want third-party support to help educate admin staff on business operations
Agencies without a documented, repeatable intake process their team can be held accountable to
What the Data Shows
31.7% of inquiry calls become a scheduled in-home assessment. Most inquiries never get the chance to close at all.
$845 median cost to acquire a single customer in 2024, a six-year high. Every unconverted lead is more expensive than ever.
$1M+ more in median revenue earned by agencies that track every inquiry, compared to agencies that don’t.
45%+ inquiry-to-admission ratio is the difference between $2.96M and $1.8M in median agency revenue.
Source: 2025 Activated Insights Benchmarking Report, Home Care Sales & Marketing and Inquiry Tracking data.
Live Sessions
The Intake Intensive Workshop Series: 3-Session Signature Training
This is the training your intake team never got but always needed.
It isn’t about answering the phone politely. It’s about winning the family’s trust before your competitor does.
Your team will learn how to communicate your value with confidence, handle the objections that stall admissions (rate, timing, “we need to think about it”), and convert more inquiries into starts of care, because your marketing and referral spend only pays off if intake closes the loop.
Structure
Secret Shop Audit. We call your agency as a prospective family, anonymously, and evaluate the real intake experience: tone, empathy, urgency, and follow-through.
Owner/Director Strategy Session. We align with leadership on expectations for the engagement, walk through how we’ll train the team using proven best practices, and confirm the approach reflects your agency’s own standards and expectations before the team workshop.
Team Workshop (60 min). Live virtual training that applies the specific findings from your Secret Shop Audit, with objection-handling scripts and Q&A for your intake and admissions staff. Onsite delivery is also available.
You’ll Get
Custom secret shop report
Leadership strategy review
60-minute live team workshop (recorded)
Action plan + team reference guide
Objection-handling script guide
Delivered live, virtual or onsite, for your intake and admissions team.
The Intake Power Hour: 60-Minute Performance Coaching
A fast, focused session to help your team convert more inquiry calls into scheduled in-home assessments, follow up on stalled leads, and hold firm on price with confidence.
This is continuing education for intake coordinators who already know the basics. Now it’s about mastering the psychology of trust, timing, and urgency long before admissions paperwork is ever on the table.
Topics May Include
“From Inquiry to Scheduled Assessment”: shortening the decision window
Holding your rate against lower-cost competitors
Reactivating stalled or “still deciding” families
Warm handoffs with referral partners & discharge planners
You’ll Get:
60-minute live training
Implementation checklist
Session recording for replay
The formal training your team never received.
Most small businesses never actually train their admin and intake staff. Owners pass along whatever they picked up on their own, repeat advice from a mentor or a past job, or simply assume good instincts and hard work are enough to know what to say on a call. This program replaces that guesswork with real, structured training built on proven methods, not tribal knowledge.
Add On's
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Individual Secret Shop Calls + Graded Evaluation
Want to know how a specific team member performs when they’re the one answering the phone or just see how your team stands to the test of time? We place additional, targeted Secret Shop calls timed to when the individuals you choose are on shift, then grade each call against the same standards used in the Intensive.
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Follow-Up Touchbase + Q&A
Training sticks when it’s reinforced, not when it’s a one-time event. This add-on brings us back to your team weeks after the initial training to answer new questions, troubleshoot real calls they’ve had since, and reinforce what stuck. This can be a 30-minute, 60-minute, or 90-minute meeting based on the progress your team has or has not made.
The Momentum Advantage:
About the Trainer
Featuring Jordan Kandt, Vice President of Strategic Initiatives
At Momentum, small business strategy is more than a consulting service, it is a passion shaped by real ownership experience. Jordan Kandt, Vice President of Strategic Initiatives, serves as the team’s dedicated resource for emerging and mid-sized healthcare organizations ready to grow with structure and sustainability.
A Certified Small to Medium Business (SMB) Consultant and dual-owner of service-based businesses, Jordan understands firsthand the challenges of scaling operations, leading teams, and protecting profitability in fast-moving environments. She has spent more than a decade helping small and independent healthcare practices strengthen their operations, improve marketing alignment, and convert opportunities into measurable success.
Through her national consulting work and hundreds of workshops and strategy sessions conducted across private practices, Jordan brings actionable insight to every engagement. Her ability to connect enterprise-level strategy with small business realities makes her an invaluable partner for owners seeking to scale intentionally.
“Small business owners are often pulled in every direction. What they need most is clarity and confidence. Our goal at Momentum is to bring both, helping healthcare entrepreneurs grow with systems that work and a strategy that lasts.”
— Jordan Kandt, VP of Strategic Initiatives
Momentum Healthcare & Technology Consulting
Credentials & Experience
Certified Small Business Consultant
Former Home Care Sales Enablement Manager, A Place for Mom, coaching hundreds of home care owners nationwide on intake optimization
Former Lead Trainer & Coach, national marketing agency, training intake teams across hundreds of small businesses nationwide
Owner-operator, Kansas City home service business, 3x revenue growth since acquisition
Executive Director, IDEAL for Healthcare, advancing women into healthcare leadership
Other Ways We Work With Home Care Agencies
Intake is usually where we start, but it’s rarely the only thing standing between an agency and its next stage of growth. Momentum also supports agencies across the following areas
Expanding into new service lines. Evaluating market fit, staffing, and operational readiness before you add a new line of care.
Licensing & credentialing. Navigating state licensure, waiver enrollment, and accreditation requirements for new markets or service lines.
Technology evaluation & implementation. Selecting and rolling out the platforms behind your operations, from EVV and scheduling to billing and beyond.
Digital marketing & design. Website, brand, and campaign support so your reputation and referral pipeline keep pace with your growth.
M&A preparation. Getting your financials, protocols, and team structure ready for a sale, acquisition, or investment conversation.
Accelerate Your Growth With Confidence
Momentum delivers clarity, structure, and hands-on support for healthcare organizations ready to scale strategically and sustainably.