Home Care Growth Audit
The 7-day audit built to unlock pipeline, staffing, and retention gains.
We tear down every step from first touch to ongoing care, then hand you a prioritized 90-day roadmap, automation backlog, and the data guardrails to run it with confidence.
Kickoff on day 0, live walkthrough on day 7.
Credited toward any follow-on engagement you start within 30 days.
Or we credit the entire fee toward implementation support.
Ideal for operators ready to professionalize growth without spinning up a full RevOps team. We align to your revenue target, staffing realities, and compliance guardrails from day one.
By the end of day seven you have the scoring, accountability, and enablement plan to execute immediately — whether you do it in-house or keep working with Draidel.
What we inspect across every department
Marketing
Lift SQL volume and quality with offer, channel, and conversion clarity.
- Campaign and offer diagnostics across paid, organic, and referral sources
- Landing page and intake experience review to remove friction
- Tracking schema audit covering UTM governance, GA4 events, and conversion accuracy
Sales
Tighten the intake funnel so qualified families close faster.
- Pipeline health review: stages, definitions, SLA compliance, and speed-to-first-touch
- Sequence and playbook analysis for follow-up coverage and no-show prevention
- Routing, automation, and staffing recommendations matched to current volume
Operations
Stabilize handoffs from intake to start-of-care with fewer manual steps.
- Task and automation mapping for reminders, escalations, and approvals
- Form, e-sign, and documentation review to reduce double entry
- Capacity and scheduling visibility so leadership can forecast staffing
Data
Create a trustworthy analytics spine for smart decisions.
- Dashboard and reporting audit across HubSpot, GA4, ads platforms, and spreadsheets
- Source-to-outcome reconciliation to prove SQL and SOC attribution
- Data hygiene checks: properties, lifecycle stages, and automation dependencies
Service
Ensure post-intake experiences build loyalty and referrals.
- Client onboarding, welcome, and first-week communication review
- Feedback loops for NPS, caregiver quality, and incident response
- Retention playbooks that turn satisfied families into reference channels
Deliverables you receive on day seven
Seven-day timeline
30-minute intake, tool access checklist, and goal alignment.
Tool audit, data pulls, and call shadowing to baseline teams.
Findings prioritized by impact, effort, and department owners.
Scorecard, next-step playbooks, and automation recommendations.
60-minute walkthrough with Q&A and action plan sign-off.
Ready to transform Home Care?
Fixed-price expert review delivered in 3–5 business days