Home Care Business Client Intake Role Play

New home care owner in-home role play with Coach Michele and Sharon.
My client was nice enough to allow our 1st role play to be recorded live on Facebook. Coach Michele shows how she interacts with prospective clients and how to close the deal in their home. This client intake roleplaying exercise will give the understanding will show you how a home care agency owner can sharpen their skills by building rapport in this sales 101 video.
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Coach Michele shares her experience with starting her non medical home care business. Learn what you will need to know before legalizing your homecare/ home health business entity. Your 1st coaching session with Coach Michele starts here...so if you're interested in entering the senior care industry and want to avoid purchasing a franchise business, this video is for you. If you want more information about starting a home care/ home health business visit us @ myhomecarecoach.com and if you want more tips and coaching from Coach Michele about starting, growing, and making an impact in the home care industry, become a VIP Hybrid Client and we'll assist you from start to finish. If you're still doing your research...Join the HCP Tribe membership and surround yourself with like-minded home care agency owners in Coach Michele's HCP Tribe.
Learn more about how we can assist you will starting your home care business...
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The private duty home care industry varies from state to state. There are some states that regulate the home care startup licensing. Before you invest any money towards starting your agency verify if a license is required.
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[@kashiseverything2259]

Sign that money over! Sharon is the kind of person I would want to come into my home and sign up my family member. You MUST have humor and a great attitude no matter what...

[@ioneyvassell8246]

Hello couch,I am a new agency and I am here watching this roleplay and I am just grateful to you, this is something I really wanted to know how to go about when I go to the Clients house, thank you very much

[@felishabowers7064]

From flint, mi I thank you so much I’m a CNA and just started my own homecare agency and I’ve literally started from your very first video and been taking notes

[@IAMCOACHMICHELE]

Awesome! Congrats!!

[@IWasBlindButNowISeeJesus]

How's it going now a year later?

[@deneshawashington6196]

Omggggggggg this was great!!!! Even two years later ❤️❤️🥰🥰🥰 thank you!!

[@IAMCOACHMICHELE]

You are welcome, my pleasure. MyHomeCareCoach.com Facebook @IamCoachMichele

[@ceejaym.4394]

“So do I need to give you any money today?” “Uh absolutely, we cant leave without the check!” 😂😂😂😂😂😂😂

[@jessiemillen9171]

Sharon, you did a great job. I enjoyed watching you in the last video also. Michelle, you are a blessing...greetings from a fellow sista and homecare biz owner in Canada!

[@IAMCOACHMICHELE]

Jessie Millen I’m glad you enjoyed the video! Sharon is amazing! Check us out on Facebook at @IAmCoachMichele

[@Dyamanlove]

Loved this so much. Very informative 😊

[@evelynhughes9014]

I enjoyed your video. I'm a caregiver now. I'm 51. I've been a CNA years ago. I've worked in the field for awhile. I love the elderly and helping them. I work with all ages with this agency. I'm in CNA school now. I'll finish in October 2020. I want to be on my own with my own clients or client. Working hands on myself right now. I started to apply at a facility for stability until c19 hit. So instead of jumping from job to job working for someone else for$8! I want to be on my own and get paid what I'm worth.

[@lynettep7015]

Sounds like the beginning of a great plan. I hope you well!

[@alexism.7712]

Me2, minus being a cna.

[@ronicaferreira2154]

Sharon did a FABULOUS job!!! I felt like I was watching a real enrollment. This was very informative & super helpful!! Thank you for this education.

[@IAMCOACHMICHELE]

Yes, she did. I was so proud of her and thankful she allowed it to be recorded to help others.

[@jamieberger310]

You ladies are so fun 😂. Can you do videos on how you, as an owner, structure your days? Almost like a “day in the life”? And how your staff structure their days with clients? Like do they time batch or how do they organize which clients to see and when, etc. thanks!

[@HomeCare_2024]

I enjoy watching you all😂

[@A_Son_Of_Yahuah]

😲Wow...It gets no better than this. This role play is absolutely awesome and funny 😄

[@TheConnectionCoachMelissa]

Really enjoyed this! Y’all crack me up! Nice to see how much you truly love what you do Michelle.

[@IAMCOACHMICHELE]

Melissa McClure lol

[@evasmurphy4497]

This is so good i just started my home care business so my eyes are so open

[@uvisions2498]

Wow this is great! Such a creative way to get the information to the people. Thank you from Sacramento California, Starting my Homecare Business .

[@IAMCOACHMICHELE]

You are welcome, it’s my pleasure! California is regulated. This may help you: www.cdss.ca.gov/inforesources/community-care/home-care-services/laws-and-policies Check out my site if you need assistance. Myhomecarecoach.com xoxo, CM

[@daisypimentel9477]

You guys made me laugh 😂 a lot you did a great job!!!

[@IAMCOACHMICHELE]

daisy pimentel lol

[@stanleymelle3201]

Great video, very helpful. Thank you and God bless you

[@IAMCOACHMICHELE]

You are welcome, my pleasure! Homecarecoaching.com

[@katianaclerveaux4348]

👏🏽👏🏽👏🏽👏🏽 you ladies are awesome, great job 👏🏽

[@IAMCOACHMICHELE]

My pleasure, check out my Facebook for more info. @iamcoachmichele Myhomecarecoach.com

[@cheryltillman2889]

Great role playing giving the dos and don'ts what is needed thank you

[@IAMCOACHMICHELE]

Thank you!

[@sunshinesun6727]

Thanks Coach and Sharon

[@ashleybankscoaching]

This was so helpful!!! I cant tell you how many homes I went in and "winged it" lol

[@IAMCOACHMICHELE]

Ashley Banks no longer winging it:)

[@ruthietuggle4601]

Thank you all I needed this

[@IAMCOACHMICHELE]

You are welcome! My pleasure!!

[@rhonnie634]

Omg Coach Michele I love you and I've been following your for years and I just got contracted with my state (Arizona). I've been trying to prepare myself. Your videos are awesome

[@IAMCOACHMICHELE]

Rhonnie yes!!! Congrats!!! What contract did you get? I’m so proud of you!!!!

[@rhonnie634]

@@IAMCOACHMICHELE Thank you I'm a Vendor with DDD to start servicing Developed Mentally Disabled but I also want to have private duty home care services as well. Eventually move up with Group Homes and An Awesome senior living Facility.

[@lostmisfit9595]

How were you able to get started in az?

[@gojenny1233]

I love this. So informative and entertaining. I learned so so much. Thank you!

[@IAMCOACHMICHELE]

You are welcome, awesome! Check out facebook for more info @IAmCoachMichele

[@resilientawc2611]

Did was great! Sharon did a wonderful job! Coach Michele, you help with such wonderful information, thank you. Dr. Mo

[@chon0303]

This was sooo very EPIC 😊

[@KoOLKiddo313]

Absolutely we can't leave without the ✅

[@black12212]

This video is very informational

[@IAMCOACHMICHELE]

I’m glad you enjoyed it! MyHomecarecoach.com

[@ruthietuggle4601]

Great Job Sharon

[@amandafisher7967]

I loved your role-play video. I am visual person! This has helped me more than just talking about the process! Do you offer more role-play videos? I am in the process of getting my policy and procedures in place. Thank you for sharing your time and experience with us!❤❤❤

[@domfaithful9]

That is so me when you switch rolls to be your mom I get into mommy mode real quick when I’m taking care of business I always pull my glasses down 😂😂😂😂🤷🏽‍♀️🥰

[@IAMCOACHMICHELE]

Dom Faithful lol

[@hoseamurray5479]

Great 👍 role play. Old school will Definitely test you 🤟

[@IAMCOACHMICHELE]

I’m glad you enjoy it! Myhomecarecoach.com

[@kashiseverything2259]

OMG!!!! Sharon did a GREAT job. This video is AWESOME! it's amazing how Sharon stayed on point throughout all of the changes you made Michelle. I need 2022 Michelle and Sharon. This video made me happy that I subscribed to I Am Coach Michelle

[@cherishedhomecare685]

Awwww I really enjoyed this video! You guys did a great job. Very knowledgeable & entertaining!

[@user-cn8mv1wn1s]

I would love to network with you guys! This was so great! My daughter and I are going into business! We love what we do in healthcare!!

[@crenshawbarbie3071]

This was sooo awesome!! Thank you so much for sharing. The role play seemed so real and natural.. I could even imagine the Mom 😂🤣🤣🤣 I'm currently in the beginning stages of developing my own Home Care Agency and the information you've been providing has been a great help to me. Thank you Coach Michelle 🙌🏽

[@IAMCOACHMICHELE]

Glad you enjoyed it! My pleasure:)

[@ajad.1768]

Great Job! Why was I looking around for Mom when y'all introduced her. Lol.

[@IAMCOACHMICHELE]

Aja D. Lol

[@kiajenkins4694]

Aja D. 😂 I was looking also

[@IAMCOACHMICHELE]

Lol

[@ruthietuggle4601]

Good job

[@lisaheuschkel6542]

Sharen did a great job! Y’all had a good time with this and it was informative. Thank you Coach🙂😂

[@IAMCOACHMICHELE]

Lisa Heuschkel yes we did. I’m glad you enjoyed it.

[@nanaagyemang8189]

This video is very informative. Thank you ladies.

[@IAMCOACHMICHELE]

You’re welcome, my pleasure! Myhomecarecoach.com

[@starkeyroberson9673]

Lol!!!! Y'all are cut'n up! Good video! I love it!

[@IAMCOACHMICHELE]

Thanks for watching

[@joycepaterson4837]

Very Informative...Tks Sharon and Coach Michele...

[@IAMCOACHMICHELE]

Joyce Paterson you are welcome.

[@feliciabarnes6234]

I really enjoyed this!!!

[@IAMCOACHMICHELE]

Awesome!

[@mstaliyah313]

Thank you so much. This video was very helpful and Informative. ❤

[@patriciacrawford-cole6574]

This made my day! Awesome job you both!

[@IAMCOACHMICHELE]

Thank you!

[@tantangketum9798]

Am watching this video about two years down the line but the information is still up to date and on point. Thank you Michele for playing forth and back to bring out the desired information for our seek. looking forward to gaining more knowledge from you. Am new to the field and willing to be on my own. Looking forward to working with you or a competent coach like you to pave my path into this business.

[@IAMCOACHMICHELE]

Hi, I’m glad you found my channel. Learn more @iamcoachmichele on Facebook and www.Micheleleeellis.com take care

[@greggregory2554]

Excellent video! Thank you.

[@a.b1077]

😂😂 I enjoyed the video and the teaching!! Thank you both

[@IAMCOACHMICHELE]

JUST ASHLEY awesome, you are welcome!

[@sistahzkreationz]

This was awesome!! Thank you so much.

[@jamaicanqueentv]

😂😂😂😂 I enjoy this I learned a lot

[@IAMCOACHMICHELE]

Excellent! I’m glad to hear… CM HomeCareCoaching.com

[@marydiolamou9507]

Great role play and informative.

[@marciabenfica9416]

This is so wonderful. Very helpful.

[@IAMCOACHMICHELE]

Thank you dear!

[@thekatrinakaye921]

I really enjoyed this! Thank you

[@IAMCOACHMICHELE]

Thank you for watching! -Michaela, PA

[@danad9503]

This video was informative and funny

[@vickymatthews2071]

For payment can you ask for monthly pay and if so can you ask the client for a month in advance. 😊

[@IAMCOACHMICHELE]

Yes you can! I don’t recommend. CM Homecarecoaching.com

[@brandilopes4755]

Loved it, so informative!! 💕💕💕 Thanks so much for sharing this video!!

[@IAMCOACHMICHELE]

Brandi Lopes you are welcome, our pleasure.

[@OliviaDaughter]

Great job

[@maxymax123]

Excellent presentation! Thank you both!!

[@user-hu9ik4ws6y]

Great Job!

[@IAMCOACHMICHELE]

Thank you! Xoxo CM Myhomecarecoach.com

[@ARMOROFLOVE]

I loved your role play can we see an office setup of the home agency or daily routine

[@IAMCOACHMICHELE]

Great question...I will add to my list of video topics.

[@sisihingano]

So informative! Thank you so much coach!

[@oge82]

Wow she did an awesome job

[@Brayona95]

Thank you so much for this

[@nikiaalexander4300]

This was awesome!!

[@Himbago]

Wow, this is so helpful and important information also you guys are a good character!

[@darlenewilliams8628]

Great video--I am learning

[@asbigasusee]

This was amazing....👋🏽🎉🥳🎊 Thank you

[@ericaguzman827]

Can you have the client get the assessment from the primary doctor?

[@mine___madisond7141]

Lol you guys had so much fun, this was entertaining ❤

[@Beautii841]

When she transferred onto mom 😂😂

[@womanofdiscipline9770]

Awesome Ladies 😉

[@Brian3779]

You girls are too funny! Sharon did a fabulous job! Just curious, could the Nurse do the intake and the assessment, together? If not, could the intake person and the Nurse visit together, or overlap, so there’s only one visit to the Client? Love the energy you too have together..

[@IAMCOACHMICHELE]

Brian Melany yes the RN can do both if he/she understands the intake/business side. Most people hire RN as independent contractors so they may not know the business requirements. I don’t recommend doing at the same time for a few reasons: You are meeting with a potential client. If the potential client doesn’t sign up...you will be responsible for paying the RN. I hope this helps.

[@Brian3779]

I appreciate your response. It does seem that the Intake visit should be separate, for the reasons that you mentioned. Thank you for pointing this out to me.

[@lisafreeman.7523]

Thanks

[@IAMCOACHMICHELE]

You are welcome! Myhomecarecoach.com

[@jaja2000000000000000]

Wowww such an amazing presentation

[@vickymatthews2071]

Also for holidays is it appropriate to ask the client to pay extra if we have caregivers working

[@IAMCOACHMICHELE]

1 1/2 should be noted in your agreement. CM HomeCareCoaching.com

[@daisypimentel9477]

Wow this was so helpful for me . Thanks Michele you are amazing!! I need to get in contact with you soon!!

[@IAMCOACHMICHELE]

daisy pimentel you are welcome. Call us 888-462-8885 and visit our site www.micheleleeellis.com and click on vip hybrid

[@aliu244]

Both of you are so Awesome $18 is not enough to pay CNA. How can we cover the costs? I am in PA. CNA gets pay $16-20 per hour. Do you charge RN to assess the client? How much? Thank you for the fantastic video.

[@IAMCOACHMICHELE]

Correct, this is an old video. Yes, the RN Assessment isn’t free; however, not everyone charge for it. CM Homecarecoaching.com

[@aliu244]

Thank you so much for your response. I would like to go to conference in March, but I like to know what I am going to do before going there. Thank you! I am afraid to go by myself

[@IAMCOACHMICHELE]

@@aliu244 many people travel alone and meet other home care owners there. Visit my website to learn more about our services. HomeCareCoaching.com Xo, CM

[@keiondramorgan191]

Good Job I love it and very helpful

[@IAMCOACHMICHELE]

Thank you!

[@Shayvideos1]

Hello. So, is it mandatory for a nurse to come out and evaluate before services can start? If so, how do you go about staffing nurses to do this?? Thank you.

[@MrsLLWB]

Great video!! 😊😊

[@IAMCOACHMICHELE]

Mrs. LL WB thank you. Check me out on FB @iamcoachmichele

[@affrabetancourt3462]

Hi, I love all your videos. One question: What is the average hourly rate for a company to charge a client. A caregiver gets paid an average of $18 per hr. How much does a company have to charge to make a profit?

[@IAMCOACHMICHELE]

Hi, thank you! It varies based on your local market. Not all caregivers get paid $18 we hour. I would recommend researching your local market then determine your fees and rates. CM MyHomeCareCoach.com

[@OYOSAMA452]

May 26 2023!!

[@dharrison4609]

Great role play - I noticed the Homecare rep is expecting payment/deposit (whats a recommended percentage?) before services are rendered. Is that standard practice on going throughout a service agreement or would it be on a case by case basis? Thank you so much, I loved it!... FUNNY

[@IAMCOACHMICHELE]

Merry Christmas! We would love to answer your question and teach you more about our services. Every Monday we host a free informational call. Please register at www.myhomecarecoach.com -Michaela, PA

[@kieshacarlisle7663]

Do you have to have a nurse do an assessment for a nonmedical agency?

[@IAMCOACHMICHELE]

@@kieshacarlisle7663 it depends on your state’s rules & regulations. Xo, CM Homecarecoaching.com

[@rosettalhenderson1641]

Shoe covers

[@tinanorman1036]

Do you have to have a RN even. If you are private Duty Non- medical, I’m from Louisiana!!

[@MrsLLWB]

Good question because im in Florida and I didn’t think it’s required either, but check with your state regulations.

[@kimmore1681]

No

[@christinawilliams2161]

I can use the paperwork that I use from my assisted living...

[@IAMCOACHMICHELE]

Hello, to learn more about our services and how we can help you please call 888-462-8885 -Michaela, PA

[@miimi144]

Hello Michelle , If I am RN and a home home care agency owner, Can I do comprehensive assessment on my clients?

[@IAMCOACHMICHELE]

Yes, only a Registered Nurse can do Comp Assessments in states that are regulated.

[@thesociallounge]

My problem is funding the employees before payment is provided from the clients, Where to get funding? is a loan a good idea?

[@IAMCOACHMICHELE]

collect a deposit...

[@Cosmichair911]

Ok I love this So if it’s non medical What’s the nurse for? Can someone else do the assessment? I’m just learning for the states that don’t require nurse.

[@MLotus22]

😂😂😂 love it!!

[@ArmonMitchell]

That was a hoot

[@samanthawallace435]

How to manage a private pay client? How do you obtain a client intake along with the agreement?

[@IAMCOACHMICHELE]

All procedures and forms should be developed based on your state’s rules & regulations.

[@alexism.7712]

Great fun and informative video. 💖 Starting out (in Oaklahoma) how much should I charge a client (approximately) when I have 4 yrs experience but no certifications? I'm solo btw. And do I have to pick a name for my business, purchase an llc, get bonded (ect.), and register with the state if I only plan to have one client?

[@antoyataylor1793]

So how much money is the client giving up front? Maybe I missed it…how do we come up with that initial payment figure?

[@IAMCOACHMICHELE]

It’s based on one week of service. Myhomecarecoach.com

[@jamchinroberts3988]

Just wondering what would be the verbiage when it comes to the money part and how much should I be asking to cover ?

[@Brayona95]

So is this for medical and non medical?

[@IAMCOACHMICHELE]

Hi, yes it is for non medical home care. If you need help, please visit my website. CM Myhomecarecoach.com

[@Phillabadboy]

I'm in FL starting up a hha..For non-skilled hha would we still need to do a rn assessment?

[@IAMCOACHMICHELE]

Absolutely!!

[@starkeyroberson9673]

Question: What is the typical payout amount for a contracted nurse to do a comprehensive assessment? Also, is it 100% necessary for the owner to do the initial visit or can it be an employee like an Executive Assistant or someone else who has the specific role of conducting intake assessments?

[@IAMCOACHMICHELE]

Starkey Roberson good morning. Great questions...it really depends on the R&Rs of your state. I would suggest printing them, reading them, creating your policies, if you are in a regulated state. If not then you can create your procedures on how you would like the business to operate. The compensation you pay your staff needs to be developed based on your city/town’s pay scale at a minimum. Google “RN pay in abc county”. That may help.

[@monifahose3552]

You want someone to come on Tuesdaaay😭😭😭

[@crenshawbarbie3071]

Coach Michelle do you have an example of an intake form?

[@IAMCOACHMICHELE]

We will be introducing New Client & Employee Packets on out website soon.

[@crenshawbarbie3071]

@@IAMCOACHMICHELE Great! Thank you for this information. I appreciate it.