FREE cold call worksheet

Know exactly what to say when you walk into a facility. Free.

Your first clients often come from referrals: discharge planners, retirement homes, doctors' offices and pharmacies. Walking in to introduce yourself can feel nerve-racking. This worksheet gives you a simple script and key talking points, so you know what to say, how to say it, and how to leave a lasting impression.

How to get it: click the button and complete the quick checkout. There's nothing to pay, and your download link appears right away and is emailed to you.

What it helps you do

• Introduce your agency with confidence, by phone or in person
• Cover the points referral partners care about most
• Make a great first impression that leads to a second conversation

Who it's for

• New agency owners ready to find their first clients
• Anyone who finds “selling” uncomfortable but wants to build referral relationships

Turn conversations into clients

The cold call opens the door. These three guides help you take it from there:

• Marketing for New Home Care Agencies ($14.99): how to stand out and get noticed from day one
• Sales Strategies for Home Care Agencies ($29.99): what to say during calls, consultations and in-home assessments
• Marketing Strategies to Grow Your Home Care Business ($9.99): what to do once your first clients are on board

Bundle and save: add all three to your cart and 10% comes off automatically. See the Sales & Marketing guides