Everything You Need to Transform Your Home Care Sales
Comprehensive tools designed specifically for non-medical home care franchises. From AI coaching to pipeline management, we've got you covered.
Start Your 30-Day TrialProspectBuddy: AI Sales Call Coaching
Transform every sales call into a learning opportunity with AI that understands home care conversations.
Real Call Analysis
Automatically analyzes every OpenPhone call, identifying sales vs. non-sales conversations and providing detailed performance feedback.
Multi-Dimensional Scoring
Evaluates speech patterns, filler words, pace, sentiment, rapport building, and objection handling effectiveness.
Industry-Specific Coaching
Understands home care terminology, assessment discussions, and family dynamics to provide relevant, actionable feedback.
Performance Tracking
Track improvement over time with detailed metrics and compare performance across your team.
Analysis Breakdown
Coaching Tip
"Great job building rapport! Try asking more open-ended questions about the family's specific care needs to better understand their situation."
Practice Scenarios
Concerned Daughter
Looking for mom with dementia
Skeptical Spouse
Worried about strangers at home
Adult Son
Post-hospital recovery care
Budget-Conscious Family
Comparing costs vs. assisted living
AI Role-Play Training
Practice makes perfect. Train with AI prospects that mirror real home care scenarios and get instant feedback on your performance.
Voice-to-Voice Practice
Have actual conversations with AI prospects, just like real calls.
Adaptive Responses
AI prospects respond naturally based on your approach and answers.
Difficulty Levels
Start with friendly prospects and work up to challenging scenarios.
Performance Analytics
Track your improvement across different scenario types and skills.
Smart Prospect Pipeline
Industry-specific workflows that guide prospects from first contact to long-term client, with automation and best practices built in.
Industry Workflows
Pre-built stages from New Lead through Assessment Scheduled to Start Onboarding, designed specifically for home care sales cycles.
Nurture Campaigns
Automated email and text sequences for different scenarios: needs time, chose competitor, not ready yet.
Task Management
Automatic task generation, team assignments, and due date tracking to ensure nothing falls through the cracks.
Pipeline Stages Optimized for Home Care
Client Onboarding & First 30 Days
Ensure client success from day one with structured onboarding and milestone tracking.
Onboarding Process
- Service agreement collection
- Power of attorney documentation
- Payment information setup
- WellSky profile creation
- Care scheduling and caregiver matching
30-Day Success Program
- Day 1:Welcome packet and introductions
- Week 1:Foundation review and satisfaction check
- Week 2:Optimization and fine-tuning
- Week 3:Stabilization and confidence building
- Week 4:Pre-graduation review and transition
Unified Communication Hub
All prospect and client interactions in one place. No more switching between tools or losing track of conversations.
Gmail Integration
Two-way email sync with automatic conversation threading
OpenPhone Sync
Call logs, texts, and voicemails automatically imported
Team Collaboration
Internal notes, @mentions, and seamless handoffs
Activity History
Complete timeline of all interactions and activities
Integration Ecosystem
HomecareCopilot works seamlessly with the tools you already use.
Current Integrations
- OpenPhone - Call tracking and analysis
- Gmail - Email synchronization
- A Place for Mom - Paid leads integration
Coming Soon
- WellSky - Client management integration
- AI Voice - Lead creation from calls
- Caregiver Portal - Recruiting & onboarding
- Life Story Creator - Client interview system
- Outlook & iCloud - Email providers
- Custom Email Templates - Automated outreach
Ready to Transform Your Sales Process?
Start your 30-day trial and see the difference AI coaching makes
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