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Home Care Strategy Lab: Daily Summaries Delivered
by Miriam Allred
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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- 5 days ago1h 13m
How a First-Time Owner Built to 1,000 Weekly Hours in 20 Months (Keyur Shah)
#75 Keyur Shah entered home care with no ownership or healthcare experience and grew Senior Helpers of Coastal Orange County to 1,000 weekly hours in just 20 months. He walks through the agency’s growth month by month—from reaching 300 hours in Month 3 and becoming profitable in Month 9 to generating $700,000 in Year 1. Keyur explains why he opened with an office manager, added a VA recruiter in Month 4, hired a full-time scheduler near 500 hours, and waited until Month 18 to hand off client care. He also shares the ~$150,000 investment it took to reach operational breakeven, the impact of sudden client losses, and why consistent referrals took more than two years of networking. His biggest lesson applies to owners at every stage: don’t wait to grow before you hire—hire the team that can create and sustain the growth.Keyur Shah on LinkedIn Email: Kshah@seniorhelpers.com Senior Helpers of Coastal Orange County Sponsors:VitableReel Home Care Consulting
- 1 weeks ago1h 3m
How Tribute Is Building AI In-House and Saving 300+ Hours a Month (Andrew Dobson)
#74 Tribute Home Care has no engineers, so Andrew Dobson stepped up and is helping build AI tools in-house that collectively save 300+ hours per month. He explains how a scheduling dashboard evolved into an availability analyzer that helps staff new cases faster at 90–95% caregiver utilization. Tribute also used a Viv-built voice agent to fill 75% of its open weekend visits in an early test. Andrew shares how they condensed a five-system lead process into one workflow and reduced two days of financial reporting to a button press. He offers practical advice for finding the right AI projects, developing an internal champion, validating outputs, and keeping humans involved wherever judgment and relationships matter.Andrew Dobson on LinkedInAndrew.Dobson@tributehomecare.com Tribute Home CareClaude Code Sponsors:Phoebe—AI scheduling teammate that fills 75% of shifts in under 15 minutesReel Home Care Consulting—my recommended consultant for startups focused on differentiation and delivering a hospitality-like experience
- 2 weeks ago59 min
How Caregivers of America Rebuilt Operations Around the Client Journey (Jenni Scherer)
#73 After six home care companies merged, Caregivers of America was left with six ways of doing things, costly process gaps, and no clear ownership of the full client journey. Regional Administrator Jenni Scherer explains how the company rebuilt operations around five stages of the client journey: FirstTake, InTake, UpTake, CareTake, and ReTake. She breaks down the touch-points behind the model, including an in-home visit that converts close to 99% of prospects, five coordinator calls during the first 30 days, and regular in-person visits for VIP clients receiving 30 or more hours of care each week. Jenni also shares why the journey shouldn’t end at discharge: returning former clients have become Caregivers of America’s second-largest referral source, followed by referrals from clients’ families and friends.Jenni Scherer’s email: Jenni@caregiversofamerica.com Caregivers of AmericaTake5 Model ’T’ Chart Sponsors:Reel Home Care Consulting // https://reelhomecareconsulting.com
- 3 weeks ago58 min
You Can’t Afford to Say Yes to the Wrong Client (Becky Reel)
#72 Saying yes to every family might increase revenue, but one wrong-fit client can cost your agency caregivers, reputation, and weeks of scheduling headaches. Becky Reel explains the waitlist mindset she used to protect her team, strengthen the client experience, and create demand—and why a true waitlist is fundamentally different from a staffing problem. She shares the hard lines her agency established around shift minimums, geography, caregiver safety, unrealistic expectations, and families who began negotiating from the first conversation. We also break down what a hospitality-driven intake call sounds like and why every office employee should be prepared to handle one. Becky closes with four super powerful mindset shifts that will help your agency become easier to refer, more memorable, and impossible to confuse with the competition.Becky Reel on LinkedInbecky@reelhomecareconsulting.com Reel Home Care ConsultingBecky’s Dinner Series Sponsors:Vitable Health - https://learn.vitablehealth.com/lab
- Aug 18, 20261h 8m
Three Workforce Development Programs That Actually Support Caregivers (Daniel Stringer)
#71 Total Care Connections CEO Daniel Stringer shares how his team supports a workforce of roughly 1,000 active employees delivering 17,000 hours of care each week. He breaks down a paid-leave program that provides six weeks after childbirth plus two weeks of parental leave for birth, foster, and adoptive parents. He explains the company’s employee relief fund and how it has awarded 264 grants totaling more than $200,000, with employees eligible for up to $1,000 annually. Daniel also shares how moving to self-funded health insurance helped the company keep employee costs flat despite receiving a 76% renewal increase—and reduced some employees’ prescription costs from $500–$700 per month to $50 or even zero. This episode gives home care owners three tangible ways to invest in caregivers and start building benefits that meet our workforce needs.Connect with DanielDaniel Stringer on LinkedInDaniel’s email: DStringer@totalcareconnections.com Total Care ConnectionsEmployee Relief FundTotal Care Connections Grant Circle powered by CanaryCanary—emergency relief fund solution to aide your team members in times of crisis Self-Insured Health Care PartnersTo set up Self Insured Health Plan Options: https://www.thegibsonedge.com/services/employee-benefitsVendors they use in the health plan:SHARX: https://sharxplan.com/Auxient: https://www.auxiant.com/Pareto: https://paretohealth.com/Procedures/Imaging: https://www.valenzhealth.com/Pharmacy Benefits Manager: https://truerx.com/ Sponsors:Vitable HealthHelper Heroes—mention the LAB
- Aug 13, 20261h 3m
A Financial Framework to Run Before Your Next Growth Move (Adam Shriver)
#70 A typical $4-5M home care agency usually has the team, infrastructure, and capital to consider their next growth move—opening a new office, adding a new payer contract, or investing in a strategic leader. Adam Shriver, Client CFO at The Home Care CPAs works with dozens of agencies to evaluate revenue, profitability, and operational stability going into making these large growth decisions. He walks through the evaluation he conducts, the questions he asks, gross margin vs operating margin, and the other factors agencies should consider before going down a specific growth path—if you’re considering a new office or new payer contract, this episode is highly relevant. Adam Shriver on LinkedIn Adam’s email: ashriver@thehomecarecpas.com The Home Care CPAsMargin Matters—a home care-specific online financial community for owners or finance roles (free until the end of ’26) Sponsors:Phoebe—best AI scheduling agent for home careVitable Health—health plans for home care that your team will actually use
- Jul 28, 20261h 10m
The Only Home Care Scorecard You Need (Krystal Wilkinson)
#69 Most home care agencies are drowning in reports but still struggling to identify problems before they impact growth. Krystal Wilkinson, President of Adultcare Assistance Home Care, shares the 18 core KPIs she and her leadership team review every week across recruiting, scheduling, care management, sales, and HR & finance—and explains why leading indicators matter far more than monthly reports. You'll learn why her agency targets a 25–27 hour average client census, aims to hire caregivers in under 7 days (currently averaging 9 days), tracks 25 meaningful referral visits per week, and uses data to predict staffing needs, revenue dips, and referral trends before they happen. Krystal also explains how her team uses AI-powered dashboards, why every department owns specific numbers, and how they've refined their scorecard over 15 years of trial and error.Krystal Wilkinson / KDW@adultcareassistance.comAdultcare Assistance Sponsors:Vitable Health - learn.vitablehealth.com/lab
- Jul 21, 20261h 3m
Four Ways for Caregivers to Increase Their Pay Rate (Kimberly Jones)
#68 When a caregiver asks, “when do I get my next raise?”, do you have a good answer? Kimberly Jones, Vice President of Help at Home Senior Care, shares the transparent four-part compensation framework her team uses to reward skill development, specialized training, long-term commitment, and leadership. We break down hands-on competency evaluations, dementia skill assessments, certification pathways, longevity bonuses, and why clear career progression has helped the agency retain caregivers for many years. Kimberly also shares the retention data behind the program, including why 66% of their caregivers have stayed for more than two years and why their highest-paid caregivers average 6.5 years with the company.Kimberly JonesHelp at Home Senior CareGrade Us—feedback loop tool Sponsor:Vitable Health - learn.vitablehealth.com/lab
About Home Care Strategy Lab
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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