6 Tools, 3 Workflows, and 1 Formula to Scale Up with AI in Home Care (Matt Ericksen)

#26 AI is transforming how home care agencies operate. Matt Ericksen, VP of Sales and Operations at Griswold, breaks down the exact AI tools, workflows, and formulas he’s using to reclaim hours, improve recruiting, and scale franchise operations. You’ll hear how he built a job ad grader that boosts hiring results, layered Microsoft Copilot across internal systems to save 17 hours a week, and created a compliance companion tool in under 30 minutes. Matt also shares the “Overall Productivity Index” formula for calculating AI ROI and the six-step anatomy of a winning prompt. If you’ve been tinkering with AI but aren’t sure how to make it stick, this episode is your blueprint for adoption and measurable results in home care.

• Matt Ericksen on LinkedIn
• Griswold website
• Practical AI podcast

Matt’s AI preferred tools:

• Microsoft co-pilot - works best for those using the Microsoft business suite
• chatGPT - writing text, summarizing text, data analysis, simple tasks, and more
• Claude - write, edit, finesse written copy, emails, etc. 
• Decktopus - create presentations
• Replit - easy to use AI app builder

The Anatomy of a Prompt:

1. Role
2. Task
3. Context
4. Reasoning
5. Output / format
6. Stop conditions

AI Overall Productivity Index (OPI):

Overall Productivity Index = (Hours Reclaimed × Avg. Hourly Cost) − Weekly AI Tool Cost

This episode is brought to you by The Home Care CPAs.
Are you managing your bank account, or is it managing you? The Home Care CPAs specialize in helping home care agencies—from startups to $40 million businesses—optimize cash flow, streamline billing and payroll, and build scalable financial strategies. Whether you need full-service bookkeeping or expert coaching, their team ensures your finances are working for you, not against you.