An editable Word marketing playbook with 75 practical, low-cost ideas to help a US non-medical home care agency find new clients and referral partners, plus a 90-day action plan and printable trackers.

For home care agency owners, administrators and marketing or intake staff, whether you are just opening or want steadier inquiries. 40 guide pages plus 1 agency instructions page to remove before use (41 pages in the file).

What’s included

1. How to Use This Guide, an important notice page, and a table of contents
2. Category 1, Referral Partners (10 ideas)
3. Category 2, Local Search and Paid Ads (8 ideas)
4. Category 3, Website and Conversion (7 ideas)
5. Category 4, Reviews and Reputation (7 ideas)
6. Category 5, Content, Video and Social Media (8 ideas)
7. Category 6, Email and Text Messages (5 ideas)
8. Category 7, Community Events and Presence (8 ideas)
9. Category 8, Print, Direct Mail and Local Media (7 ideas)
10. Category 9, Partnerships and Specialty Services (8 ideas)
11. Category 10, Client Experience and Employer Brand (7 ideas)
12. Each idea gives a cost, effort and results rating, why it works, step-by-step how-to, an example and, where relevant, a rules check
13. Marketing rules overview (privacy and testimonials, referral rewards, gifts, calls and texts, email, reviews, website accessibility, fair advertising and hiring, state rules)
14. Track Your Results page with simple numbers to work out by hand each month
15. 90-Day Action Plan (13 weeks), 90-Day Tracker, Lead-Source Tracker, and Referral Partner Contact Log
16. Agency instructions page, to remove before use

How to customize

1. Open the Word file and replace the Agency Name text in the page header with your agency’s name.
2. Use Find & Replace for the bracketed placeholders, such as [Agency Name], [City], [County], [State], [Name], [Phone] and [Website].
3. Delete ideas that don’t fit your license, payers or market, and fill in the 90-Day Action Plan with your own owners and dates.
4. Delete the instructions page, update the table of contents, and print the trackers and contact log for weekly use.

Editable Word template for your own planning, not legal advice and not a promise of marketing results. No guaranteed inquiries, clients or revenue. Check your state’s advertising and solicitation rules, and review any referral reward, gift or payer-related program (including anti-kickback rules) with counsel before you start. Not a license to operate and no medical claims.