The Intake

Jason Chagnon
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  • Marketing
  • Updated Weekly

The podcast to help home care agencies succeed in sales, marketing and recruiting.

  1. Sep 3

    Is Your Agency Invisible to AI Search?

    AI is changing how families find care, and if your home care agency is still relying on old-school SEO alone, you could already be invisible. Dylan Medina and Jason Chagnon break down what actually matters now - and why the fundamentals still win in a world of ChatGPT, Google AI, and zero-click search. RESOURCES TO ACCELERATE YOUR GROWTH CareFunnels Growth Strategy - https://www.homecaremarketing.com Book a Free Strategy Session -https://www.homecaremarketing.com/demo/ HCMP Insights Weekly Newsletter - Weekly insights for home care leaders. https://www.homecaremarketing.com/subscribe/ 1:49 — Concerns About AI Making Agencies Invisible 3:48 — Fundamentals That Keep Agencies Visible 5:46 — The Continued Relevance of Search Engines 7:43 — Content Quality vs. Quantity in the AI Era 9:35 — Zero-Click Search and Its Implications 11:38 — Reviews and Reputation Management 13:37 — Myths About SEO and AI 15:32 — Tracking AI Visibility and Success Metrics 17:31 — The Future of Paid Ads in AI 19:29 — Actionable Steps for New Agencies 21:25 — The Power of Google Business Profile 23:21 — AI’s Role in Educating the Market 25:23 — Avoiding Wasteful Marketing in the AI Age 27:20 — Summary and Final Tips

  2. Aug 10

    5 Simple Ways to Get Your First Private Pay Clients

    In this episode, Brady Quick explains why a strong foundation matters more than brand polish when you are just starting out. The foundation starts with a website, a Google Business Profile, and business listings across 70 plus sites so search engines can actually find you. RESOURCES TO ACCELERATE YOUR GROWTH Marketing In A Box - Complete done-for-you marketing system for home care agencies. https://www.homecaremarketing.com/mar... Carefunnels Home Care CRM - Modernize your Response system with AI-powered intake and follow-up. https://www.homecaremarketing.com/car... Book a Strategy Session - Get a personalized VDR3 assessment and 2026 roadmap. https://www.homecaremarketing.com/vdr3/ HCMP Insights Weekly Newsletter - Weekly insights for home care leaders. https://www.homecaremarketing.com/sub... Timestamps 00:00 - Introduction to the Intake and guest introduction with Brady Quick 01:10 - The five steps to getting a first private pay client 01:40 - Why brand matters less than building a foundation 03:05 - Website and Google Business Profile as the core foundation 04:36 - Business cards, listings, and local search visibility 05:37 - Why focusing on one service area beats trying to target everyone 07:03 - The Chick-fil-A analogy for growing one location before expanding 08:43 - Why narrowing the market helps generate revenue faster 09:16 - Using time and sweat equity to build referral partner relationships 10:14 - Networking tactics with hospitals, senior centers, and community contacts 11:22 - Making families find you online through local content and search intent 12:37 - Why Google reviews can determine who gets the first call 14:34 - How many pages a growing agency may need and why volume matters 15:28 - Organic content versus pay-per-click and cost per acquisition 16:43 - Why fast response and a real sales process are essential 17:07 - The cost of missed calls and the value of each lead 18:07 - Five-minute response time and the need for five follow-ups 19:34 - Drip campaigns, newsletters, and keeping leads in the pipeline 20:46 - Following up no less than five times before closing lost 21:35 - Recap of the first step: build a foundation, not a brand 23:07 - Closing remarks and invitation for future topics

  3. Jul 28

    Speed to Lead: How Home Care Agencies Can Win More Clients

    Speed to Lead in Home Care: Why Answering Fast Wins More Clients (and How to Fix Missed Calls) In the first episode of the Homecare Marketing Pros podcast, Dylan interviews co-founder Brady Quick about why “speed to lead” is critical for home care agencies, where prospects are often adult daughters in emotional situations who will call the next agency if a call goes to voicemail. Brady explains common reasons response times slip, why speed matters even more with lead gen sources like A Place for Mom and caring.com, and cites data that leads are far more likely to convert when contacted within five minutes. They discuss the high lifetime value of a client ($18,000–$40,000+ and potentially six figures), the importance of using technology and a CRM to track leads, pipelines, and KPIs, and the need for a complete growth system combining a strong website/SEO, content strategy, and a consistent sales process, including after-hours coverage. 00:00 Speed to Lead: How Home Care Agencies Can Win More Clients |  HMCP Podcast Ep. 1 00:04 Introduction 01:17 What Is Speed to Lead and Why Does It Matter? 03:01 What are the most Common Reasons Agencies Miss Leads? 03:45 Lead Gen Services: A Place for Mom and Response Time 05:54 The Value of a Client and Why Missed Calls Are Costly 06:51 Building a Sales Process and CRM Strategy 08:36 How Homecare Marketing Pros Follows Up with Leads 10:36 Building a Content Engine for Organic Growth 12:10 The Full Growth System: Everything Works Together 13:52 Brady's #1 Tip: Use a CRM and Track Your Data 17:14 Wrap-Up and Resources RESOURCES TO ACCELERATE YOUR GROWTH Marketing In A Box - Complete done-for-you marketing system for home care agencies. https://www.homecaremarketing.com/marketing-in-a-box/  Carefunnels Home Care CRM - Modernize your Response system with AI-powered intake and follow-up. https://www.homecaremarketing.com/carefunnels/ Book a Strategy Session - Get a personalized VDR3 assessment and 2026 roadmap. https://www.homecaremarketing.com/vdr3/ HCMP Insights Weekly Newsletter - Weekly insights for home care leaders. https://www.homecaremarketing.com/subscribe/

  4. Jun 25

    A Place for Mom vs Google Ads: The Honest Answer Nobody Will Give You

    A Place for Mom vs Google Ads: Which Lead Source Works Best for Home Care Agencies? Jason Chagnon, CEO of Homecare Marketing Pros, presents a webinar comparing A Place for Mom and Google Ads for private duty home care lead generation. He explains how each channel works, emphasizing both are demand-capture sources tied to high-intent Google searches, but A Place for Mom provides pre-screened, pay-per-referral leads shared with competitors while Google Ads is pay-per-click, requires ongoing management, and gives agencies direct, exclusive first contact. He outlines key pros/cons, typical conversion benchmarks, and example ROI math showing lower cost per acquired client for A Place for Mom versus higher but potentially more residual value from Google Ads. He argues outcomes depend primarily on intake performance, highlighting three growth differentiators: response speed (goal five minutes), after-hours coverage, and persistent follow-up cadence, plus the importance of tracking every inquiry. 00:00 A Place for Mom vs Google Ads: The Honest Answer Nobody Will Give You 02:09 Why This Webinar Exists 05:03 What Is A Place for Mom? 07:41 What Is Google Ads? 10:43 Demand Capture vs Demand Generation 12:32 The Customer Journey Compared 15:17 Pros & Cons of A Place for Mom 19:39 Pros & Cons of Google Ads 23:33 Side-by-Side Comparison 27:28 The 3 Differentiators That Drive Growth 29:14 Response Speed 31:29 After-Hours Coverage & Follow-Up Cadence 33:19 Where Revenue Is Really Lost 37:04 How to Maximize ROI 38:59 The Real Math: ROI Calculator 42:42 Which Channel Is Right for You? 44:39 6 Numbers to Guide Your Decision 47:51 Q&A RESOURCES TO ACCELERATE YOUR GROWTH Marketing In A Box - Complete done-for-you marketing system for home care agencies. https://www.homecaremarketing.com/marketing-in-a-box/  Carefunnels Home Care CRM - Modernize your Response system with AI-powered intake and follow-up. https://www.homecaremarketing.com/carefunnels/ Book a Strategy Session - Get a personalized VDR3 assessment and 2026 roadmap. https://www.homecaremarketing.com/demo/ HCMP Insights Weekly Newsletter - Weekly insights for home care leaders. https://www.homecaremarketing.com/subscribe/ Bonus Home Care Growth Planning Tools: Growth Calculator & Marketing Budget Calculators https://homecaremarketing.com/grow2026

  5. Jun 12

    Unifying the Home Care Front Office Growth Engine

    There are significant inefficiencies caused by technology fragmentation within the home care industry’s front office. While back-office operations like billing and scheduling are often consolidated, growth-focused tasks frequently rely on a disjointed patchwork of software for marketing, recruiting, and lead management. This lack of integration leads to missed opportunities and lost revenue, as critical inquiries and caregiver applications often fall through the gaps of disconnected systems. Artificial intelligence requires unified data to be truly effective, rather than acting as another isolated tool. To solve this, there needs to be a centralized growth system like CareFunnels that manages the entire growth funnel in one place. By moving away from multiple specialized subscriptions, agencies can improve conversion rates and ensure a seamless experience for families and job seekers. Read more here

  6. May 27

    Momentum Provider Perspective Series | Differentiation in a Saturated Private Duty Market

    Differentiation in a Saturated Private Duty Home Care Market: Speed, Systems & the Real Intake Advantage In a private duty home care market crowded with agencies offering similar services, what actually separates the ones that grow from the ones that stall? In this third episode of the Provider Perspective Webinar Series, three industry leaders unpack why operational discipline and intake speed often matter more than another marketing dollar. Moderator Jordan Kance (VP of Strategic Initiatives, Momentum Healthcare and Technology Consulting) sits down with Jason (Founder & CEO, Homecare Marketing Pros and CareFunnels) and Dave (President & Owner, Assisting Hands Boston Northwest) for a candid conversation on closing the inquiry-to-admission gap. In this episode, you'll hear: Why responding to inquiries within five minutes can dramatically improve conversion — and how after-hours gaps quietly cost agencies admissionsWhy most wins require five or more follow-ups, and how customers tend to buy from the first responderHow operational tracking, accountability, and streamlined onboarding deliver the experience your marketing promisesHow to use CRM and ATS data to spot exactly where prospects drop off in your pipelinePractical ways to make referrals frictionless and improve experiences for both clients and caregiver applicantsThe role of client portals in building confidence and reducing friction at the start of careWhether you're a home care owner, administrator, or marketing lead, this conversation offers a clear-eyed look at where most agencies leak revenue — and the concrete operational moves that close the gap. Ready to put these strategies to work? Book a marketing demo: https://homecaremarketingpros.com Book a CareFunnels demo: https://carefunnels.com

  7. Mar 25

    The Million Dollar Follow-Up: How Home Care Agencies Recover Revenue from Leads They've Already Written Off

    Most home care agencies are sitting on revenue they don't realize they have — not from new leads, but from the ones they already worked and stopped following up with. In this episode, we walk through the CareFunnels Client Re-Engagement Pipeline: what it is, why it exists, and what it's worth in real dollars. According to the Activated Insights Benchmarking Report, agencies that track and follow up on every inquiry bring in nearly one million dollars more in annual revenue than agencies that don't. The average home care client is worth between fifteen and forty thousand dollars in lifetime revenue — and re-engagement contacts cost nothing to re-approach because you already did the acquisition work. We cover the four Re-Engage Types — On Hold, Lost to Competition, Previous Client, and Unresponsive — and the three-stage pipeline that keeps your team organized, your Client Intake pipeline clean, and your dormant leads moving back toward revenue. If you run a home care agency and you have contacts sitting in a spreadsheet, a closed pipeline, or nowhere at all — this episode is for you.

  8. 10/17/2024

    "Mastering Local SEO: Why Ranking in Your Own Zip Code is the Key to Success"

    It's important to focus on ranking well in the zip code where your office is located as part of a local SEO strategy. Ranking well in your immediate area helps establish local relevance, which can create a foundation for expanding your visibility in neighboring areas. Here are a few reasons why focusing on your office's zip code is essential: Proximity Factor: Search engines like Google prioritize businesses that are geographically close to the searcher. By optimizing your local SEO for your office's zip code, you're more likely to appear in searches from people nearby, helping to build a strong local presence.Local Trust and Credibility: Ranking well in your immediate area demonstrates to search engines that your business is established and trusted in its own community. This can help you appear more authoritative when expanding to other nearby locations.Google Business Profile (GBP): Your GBP listing is a key factor in local SEO. Having your address and office location accurately optimized for the zip code you're in can lead to better rankings in local search and Google Maps, particularly for users searching for services near your business.Targeting Expansion: Once you're established in your primary area, it's easier to start targeting nearby zip codes or cities. Expanding local SEO efforts is more effective when you already have a strong foothold in your immediate surroundings.By focusing on your office’s zip code first, you lay the groundwork for broader regional success.

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About

The podcast to help home care agencies succeed in sales, marketing and recruiting.

Information

  • Creator
    Jason Chagnon
  • Years Active
    2023 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © 2026 The Intake
  • Show Website
    The Intake