Wingman runs your home-care sales playbook. And writes the emails — and the texts.
The prospect picked Visiting Halos over you. Two weeks later, your day-14 follow-up goes out — written by Wingman, asking specifically how things are going with Visiting Halos by name, referencing what the family told you about Mom's dementia and the falls. Not a template. A real email, from your address, that knows the story.
Meet Wingman: the AI assistant that runs your home-care sales playbook — and writes the emails and the texts. Watches every prospect across email, text, calls, and notes. Drafts personalized outreach when stages change. Runs your home-care playbook and nudges you when work slips through the cracks. Keeps lost prospects warm with a 24-month drip — in your voice, from your email address.
Wingman watches every prospect.
Every email, every text, every call, every internal note — one thread per prospect, visible to your whole team. The minute someone walks in for an assessment, anyone can see the full conversation history. No “let me check with Jamie.”
Email synced from Gmail both directions, in real time
SMS captured from your real phone number — not a masked or shared one
Quo calls auto-logged with summaries pulled into the prospect timeline
Internal team notes live alongside the customer-facing thread
Carol Wexler
Mom (Margaret) · dementia · assessment scheduled
Re: Mom's assessment Tuesday
From Carol · 2 hours ago
“She had a fall yesterday”
SMS from (480) 555-... · yesterday
Inbound call · 14 min
Discussed bathing assistance, family decision-making
@Jamie — Carol's brother is in California, please loop him in
Internal note · 3 days ago
From: sarah@yourhomecareagency.com
To: Carol Wexler <carol.w@example.com>
Subject: Checking in on your mom's care
Hi Carol,
It's been a couple of weeks since we last talked, and I've been thinking about your mom — especially with the falls she'd been having before her dementia really started to progress.
I know you went with Visiting Halos in the end. How is it going? Are they getting to her on the days you need most, and is the caregiver consistent?
No pressure either way. If everything's great, I'm genuinely glad. If something's rough, I'm here.
— Sarah
Wingman drafts your outreach.
Personalized to the actual prospect, the actual situation, and the actual conversation history. Not a template with merge tags. Real emails that reference what the family told you, by name, on day 14 of being lost — or the morning a paid lead lands, or the moment an assessment gets scheduled.
Knows the competitor when you mark a prospect as Lost — references them by name
Knows the family from every email, text, call, and note in the history
Sounds like you — trained on your business, your value props, your unique voice. Not a generic sales script.
Sends from your real address — replies land in your Gmail. Or stays as a draft for you to review.
Wingman runs an opinionated home-care playbook.
Best practices baked in. Customizable when you want. Ignored when you don't. Most agencies don't need to invent the rules of home-care sales from scratch — we've already shipped the rules. Override them anywhere they don't fit your agency.
Personalized intro email goes out within minutes. Wingman drafts it from your address, referencing how they found you.
SMS follow-up + retry calendar. Wingman waits the right interval, then nudges you to try again.
Confirmation + prep email. Reminds the family what to expect and what to have ready.
Day-1 welcome, Week-1 check-in, Day-30 review. Milestone emails and tasks fire automatically as the playbook moves.
Day-14 personalized follow-up. References the competitor by name. The Visiting Halos moment.
Every step is editable. Every step can be turned off. Every step has a default that works because someone who's run an agency already figured out what should happen.
Wingman keeps cold leads warm.
Many prospects aren't ready today — they're ready in 6, 12, or 24 months. A 24-month drip campaign already written for home care keeps you in the inbox the day they finally need you.
Care for a Loved One
Twenty-four months of monthly emails written for the adult child caring for a parent. Topics that move with the caregiver journey, from “something feels off” to dementia progression to placement decisions.
Care for Self
Twenty-four months of monthly emails written for the senior evaluating help for themselves. Topics that respect autonomy and meet people where they actually are in the decision.
A 24-month relationship
First check-in. Resources for early caregiving.
Recognizing when help becomes a need.
Family-decision dynamics & talking to siblings.
One year in — where the journey usually goes next.
Two years of monthly value — you're still in the inbox.
In your voice. From your email address. No masked sender, no marketing-service domain. Replaces what most agencies use Mailchimp for.
This morning
The Wexler family hasn't heard from you in 6 days — you said you'd follow up Tuesday.
Carol's assessment is at 2pm — here's the prep summary.
Three prospects in “Answered Needs Time” haven't moved in 3 weeks. Want me to nudge them?
Wingman nudges you on what's next.
The morning briefing that runs your sales day instead of waiting for you to read it. Overdue tasks, today's assessments, prospects that are stuck — surfaced before they slip.
Overdue follow-ups surfaced before they fall off the radar
Stuck prospects flagged with one-tap actions to re-engage
Daily prep digests for whatever's on your calendar