Done-For-You Playbooks
A step-by-step system for home care agency owners to land their first 10 clients, build a reliable caregiver pipeline, and run their agency like a business built to last.
Full Product Page Description:
Stop guessing where your next client is coming from.
Home care is a referral business — but most agency owners are stuck chasing leads instead of building a system that brings clients to them. The Home Care Growth Playbook is a hand-in-hand, step-by-step guide built from 20+ years of HR, recruiting, and business systems experience, walking you through exactly what to do, in what order, with real scripts you can use today.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Clients — hospitals, rehab facilities, physician offices, senior centers, and churches, with word-for-word introduction scripts
Module 2: Caregiver Recruiting System — where to find caregivers, job posting templates, referral bonus structures, and an onboarding checklist
Module 3: Building Referral Partnerships — email templates, follow-up cadences, and a tracking system so no relationship goes cold
Module 4: Marketing System — Google Business Profile setup, Facebook strategy, review generation, and 20 ready-to-use content ideas
Module 5: Systems & Operations — your intake process, CRM setup, essential SOPs, and the 6 KPIs that tell you if your agency is actually healthy.
Who it's for: New and growing home care agency owners who are tired of relying on one or two referral sources and want a real, repeatable system.
Bonus: Includes a breakdown of DIY, Group Coaching, Done-With-You, and Done-For-You options if you want hands-on help implementing any part of it.
The Next 10 Clients Playbook™ is a strategic, faith‑aligned client acquisition guide built for home care agency owners who need results now, not someday. Inside, you’ll find the exact five places your next clients are already waiting — and the word‑for‑word scripts to activate those relationships this week.
Designed by Devasha Sanders, Founder & CEO of AscendEdge Services, this playbook distills 20+ years of HR, recruiting, and systems design into a simple, actionable roadmap. No fluff. No theory. Just the same referral‑driven system used inside the AscendEdge Home Care Growth Academy™ to help agencies build predictable pipelines without paid ads.
What’s Inside
5 Proven Referral Sources Hospital discharge planners, rehab facilities, physician offices, churches, and senior centers — explained with exact steps to approach each one.
Word‑for‑Word Scripts Professional, high‑trust introductions you can use immediately to start conversations that convert.
The Referral Formula A five‑step system that turns introductions into ongoing referral relationships.
Weekly Action Checklist A simple, momentum‑building plan to generate visibility and referrals in the next 7 days.
Faith‑Centered Guidance Built on Proverbs 16:3 — aligning your work with purpose, service, and stewardship.
Who This Is For
Home care agency owners who:
Need clients consistently
Want a referral pipeline that doesn’t rely on ads
Prefer clear steps, real scripts, and practical guidance
Value faith‑aligned business growth
Are ready to stop guessing and start implementing
The Transformation
You’ll walk away knowing:
Exactly where your next 10 clients are hiding
Exactly what to say when you meet them
Exactly how to follow up so relationships stay warm
Exactly how to build a referral system that grows month after month
This playbook solves the client acquisition half of your business — and prepares you for the full AscendEdge Home Care Growth Playbook™ when you’re ready to scale.
🎉 Wait! Before You Go...
You've got the strategy.
Now get the templates, scripts, and implementation tools that help you execute faster.
Today's Special Pricing:
🔥 Home Care Growth Playbook™ – $49 (Save $50)
🔥 Agency Launch Kit – $79 (Save $40)
A step-by-step system for speech, OT, PT, and ABA practice owners to get their first 10 clients, build a licensed therapist pipeline, and run their practice like a business built to last.
Full Product Page Description
Referrals and licensed therapists — the two things every in-home therapy practice needs more of.
Families are referred to in-home therapy by pediatricians, schools, and hospitals — and licensed therapists are in chronic short supply. This playbook gives practice owners a complete, step-by-step system for both, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Clients — pediatricians, schools, hospitals, insurance case managers, and parent support groups
Module 2: Therapist Recruiting System — where to find licensed SLPs, OTs, PTs, and ABA therapists, job templates, and screening questions
Module 3: Building Referral Partnerships — email templates and a follow-up cadence for medical and school referral sources
Module 4: Marketing System — content ideas and a review generation process appropriate for a clinical practice
Module 5: Systems & Operations — intake, authorizations, documentation compliance, and 6 KPIs including authorization turnaround time
Who it's for: Owners of speech, occupational, physical, or ABA therapy practices who want predictable referrals and a therapist pipeline that doesn't leave caseloads uncovered.
A step-by-step system for residential cleaning and janitorial company owners to land recurring clients, build a reliable crew, and run their business like a business built to last.
Full Product Page Description
One-off jobs pay the bills. Recurring clients build the business.
This playbook gives cleaning company owners a real, step-by-step system for landing recurring clients through real estate agents, property managers, and short-term rental hosts — plus a hiring system so a no-show cleaner never costs you a client again.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Recurring Clients — real estate agents, property managers, Airbnb hosts, and small businesses, with ready-to-use scripts
Module 2: Cleaning Crew Recruiting System — where to find reliable cleaners, job templates, and interview questions that predict reliability
Module 3: Building Referral Partnerships — email templates and a follow-up cadence for real estate and property management contacts
Module 4: Marketing System — before/after content strategy, local visibility, and review generation
Module 5: Systems & Operations — booking process, quality control checklists, and 6 KPIs including client retention and crew utilization
Who it's for: Residential cleaning and janitorial company owners who want steady recurring revenue instead of chasing one-off jobs every week.
A step-by-step system for salon and spa owners to fill their chairs, build a reliable stylist and technician team, and run their business like a business built to last.
An empty chair is lost revenue every single day.
This playbook gives salon and spa owners a complete, step-by-step system for filling bookings and building a talented, reliable team — covering everything from Instagram strategy to booth rental agreements to rebooking systems that keep clients coming back.
Inside, you'll get 5 complete modules:
Module 1: Filling Your First 10 New Client Bookings — Instagram strategy, complementary business partnerships, and referral incentives
Module 2: Stylist & Technician Recruiting System — where to find talent, job templates, and interview questions that predict great team members
Module 3: Building Referral Partnerships — email templates for partnerships with wedding planners, gyms, and boutiques
Module 4: Marketing System — Instagram content strategy, reviews, and loyalty programs
Module 5: Systems & Operations — booking and client journey, retail tracking, and 6 KPIs including rebooking rate and retail attachment rate
Who it's for: Salon and spa owners who want full books and a team that stays, instead of constantly re-filling chairs.
A step-by-step system for funeral home owners to build trusted community relationships, grow pre-need and at-need case volume, and run their business like a business built to last.
Trust, built with genuine care over time — the foundation of every funeral service business.
This playbook takes a respectful, relationship-first approach built for funeral service, showing owners how to build the community relationships that lead families to trust them in their hardest moments, while also addressing staffing and systems with the same sensitivity this industry requires.
Inside, you'll get 5 complete modules:
Module 1: Building Trusted Community Relationships — hospice organizations, clergy, elder law attorneys, and pre-need seminars
Module 2: Staff Recruiting System — where to find licensed funeral directors and apprentices, and interview questions that predict genuine calling
Module 3: Building Referral Partnerships — a respectful, low-pressure follow-up cadence appropriate for this industry
Module 4: Marketing System — respectful community presence and content ideas appropriate for funeral service
Module 5: Systems & Operations — case management process, FTC Funeral Rule compliance, and 6 KPIs including pre-need contract volume
Who it's for: Funeral home owners who want to grow their case volume and staffing pipeline while honoring the trust and dignity this profession requires.
Just got licensed? Start here. A step-by-step guide to getting credentialed for Medicaid and insurance, setting up payroll correctly, and building the foundation your home care agency needs before you focus on growth.
Full Product Page Description:
You're licensed. Now what?
Getting your home care license is a real milestone — and also exactly where a lot of new agency owners get stuck. You're staring down a list of things that all feel urgent: getting credentialed to bill Medicaid or insurance, setting up payroll, hiring your first caregiver, signing your first client. Nobody hands you the order to do it in. This is that order.
Inside, you'll get 5 complete modules:
Module 1: Your First 30 Days After Licensing — business structure, insurance, bonding, and EVV setup
Module 2: Getting Credentialed for Medicaid, Waivers & Private Insurance — NPI numbers, provider enrollment, and HCBS waiver programs explained
Module 3: Setting Up Payroll the Right Way — including the W-2 vs. 1099 misclassification mistake that creates serious liability for new agencies
Module 4: Your First Client & First Caregiver, Done Right — the essential paperwork, without overwhelming growth-stage systems you don't need yet
Module 5: Policies, Software & Systems You Need Before You Scale — required licensing policies and software categories to set up early
Who it's for: Newly licensed home care agency owners who haven't opened yet, or who are open but still missing foundational compliance pieces.
Pairs with: The Home Care Growth Playbook picks up exactly where this leaves off — once you're credentialed, payroll-ready, and have your first client and caregiver onboarded, that's your next step.
A step-by-step system for staffing agency owners to land their first 10 client companies, build a candidate pipeline that never runs dry, and scale with real systems.
Built by someone who's sat on the other side of the desk.
With 20+ years inside corporate HR and recruiting as a Senior HR Business Partner, this playbook is written from the hiring manager's seat — so you know exactly what makes a company pick up the phone for your agency instead of the five others that called that week.
Inside, you'll get 5 complete modules:
Module 1: Landing Your First 10 Client Companies — HR managers, small business owners, trade associations, LinkedIn outreach, and candidate referrals, with cold outreach scripts
Module 2: Building a Candidate Pipeline That Never Runs Dry — sourcing channels, job posting templates, referral bonus structures, and screening questions that predict reliable hires
Module 3: Turning Clients Into Repeat Accounts — email templates and a follow-up cadence that turns a one-time placement into a standing account
Module 4: Marketing System — LinkedIn strategy, content ideas, and a review generation process
Module 5: Systems & Operations — your intake process, ATS setup, essential SOPs, and 6 KPIs to track agency health
Who it's for: New and growing staffing agency owners who want a real client and candidate pipeline instead of chasing both from scratch every month.
A step-by-step system for assisted living and personal care home owners to fill beds, build a reliable caregiver pipeline, and run their community like a business built to last.
Full occupancy and full staffing, without the constant fire drills.
Families choose senior living communities based on trust in a stressful moment — and staffing shortages threaten both resident care and your license. This playbook gives assisted living and personal care home owners a complete, step-by-step system for both, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Filling Your First 10 Beds — discharge planners, rehab facilities, geriatric care managers, physician offices, and churches, with a ready-to-use introduction script
Module 2: Caregiver & Staff Recruiting System — where to find caregivers, job posting templates, referral bonuses, and interview questions that predict good care
Module 3: Building Referral Partnerships — email templates and a follow-up system for discharge planners and placement agencies
Module 4: Marketing System — Facebook strategy, 15 content ideas, tours, and review generation
Module 5: Systems & Operations — your admissions process, occupancy tracking, licensing-ready SOPs, and 6 KPIs including staff-to-resident ratio compliance
Who it's for: Assisted living and personal care home owners who want predictable occupancy and a staffing system that protects both residents and their license.
5 places to find reliable caregivers right now — and exactly what to say when you find them. Free.
Your next caregiver isn't as hard to find as it feels.
Caregiver shortages are the single biggest operational headache for home care agencies right now — but the agencies that never run out of staff aren't luckier than you. They treat recruiting as a constant, always-on activity instead of something you only think about when someone quits. This free guide gives you a real slice of that system: the 5 places to find caregivers that actually work, a word-for-word Facebook recruiting script, a 5-step hiring formula, and a Quick Action Checklist you can start today.
What's inside:
The 5 places your next caregivers are hiding (job boards done right, your current caregivers' networks, CNA training programs, local Facebook groups, churches & community organizations)
A real, word-for-word Facebook recruiting post script
The 5-Step Caregiver Pipeline Formula
A Quick Action Checklist for this week
A clear look at what's next once you've built your bench
🎉 Wait! Before You Go...
You've got the strategy.
Now get the templates, scripts, and implementation tools that help you execute faster.
Today's Special Pricing:
🔥 Home Care Growth Playbook™ – $49 (Save $50)
🔥 Agency Launch Kit – $79 (Save $40)
A step-by-step system for faith-based counseling and coaching practice owners to get their first 10 clients, build an aligned counselor or coach team, and run their practice like a business built to last.
Deep trust is the foundation of this work — and it's built through real relationships, not sales tactics.
This playbook gives faith-based counseling and coaching practice owners a step-by-step system for building referral relationships with pastors and churches, recruiting mission-aligned counselors or coaches, and running a practice with the confidentiality and care this work demands.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Clients — pastors, small group leaders, Christian counseling directories, and Christian schools
Module 2: Counselor & Coach Recruiting System — where to find mission-aligned, qualified team members and interview questions that assess fit
Module 3: Building Church & Community Partnerships — a genuine, low-pressure follow-up cadence for pastors and ministry leaders
Module 4: Marketing System — content ideas and a respectful approach to reviews and testimonials
Module 5: Systems & Operations — intake process, confidentiality protocols, and 6 KPIs including caseload utilization and client retention
Who it's for: Faith-based counselors and coaches who want a real referral pipeline and a team that shares both their clinical standards and their mission.
A step-by-step system for staffing agency owners to land their first 10 client companies, build a candidate pipeline that never runs dry, and scale with real systems.
Full Product Page Description
Built by someone who's sat on the other side of the desk.
With 20+ years inside corporate HR and recruiting as a Senior HR Business Partner, this playbook is written from the hiring manager's seat — so you know exactly what makes a company pick up the phone for your agency instead of the five others that called that week.
Inside, you'll get 5 complete modules:
Module 1: Landing Your First 10 Client Companies — HR managers, small business owners, trade associations, LinkedIn outreach, and candidate referrals, with cold outreach scripts
Module 2: Building a Candidate Pipeline That Never Runs Dry — sourcing channels, job posting templates, referral bonus structures, and screening questions that predict reliable hires
Module 3: Turning Clients Into Repeat Accounts — email templates and a follow-up cadence that turns a one-time placement into a standing account
Module 4: Marketing System — LinkedIn strategy, content ideas, and a review generation process
Module 5: Systems & Operations — your intake process, ATS setup, essential SOPs, and 6 KPIs to track agency health
Who it's for: New and growing staffing agency owners who want a real client and candidate pipeline instead of chasing both from scratch every month.
A step-by-step system for childcare center and daycare owners to fill enrollment, build a reliable teacher pipeline, and run their center like a business built to last.
Full enrollment and full staffing don't have to feel like a constant juggling act.
Parents choose childcare based on trust, not cold searches — and teacher turnover is one of the highest of any industry. This playbook gives childcare and daycare owners a real, step-by-step system for both sides of the business, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Filling Your First 10 Enrollment Spots — pediatricians, schools, churches, employers, and current-parent referrals, with a ready-to-use introduction script
Module 2: Teacher & Staff Recruiting System — where to find qualified teachers, job posting templates, referral bonuses, and interview questions that predict great hires
Module 3: Building Referral Partnerships — email templates and a follow-up system that keeps your enrollment pipeline full
Module 4: Marketing System — Facebook strategy, 15 content ideas, tours and open houses, and review generation
Module 5: Systems & Operations — your enrollment process, waitlist management, licensing-ready SOPs, and 6 KPIs to track center health
Who it's for: Childcare center and in-home daycare owners who want predictable enrollment and a staffing plan that doesn't rely on luck.
A step-by-step system for funeral home owners to build trusted community relationships, grow pre-need and at-need case volume, and run their business like a business built to last.
Trust, built with genuine care over time — the foundation of every funeral service business.
This playbook takes a respectful, relationship-first approach built for funeral service, showing owners how to build the community relationships that lead families to trust them in their hardest moments, while also addressing staffing and systems with the same sensitivity this industry requires.
Inside, you'll get 5 complete modules:
Module 1: Building Trusted Community Relationships — hospice organizations, clergy, elder law attorneys, and pre-need seminars
Module 2: Staff Recruiting System — where to find licensed funeral directors and apprentices, and interview questions that predict genuine calling
Module 3: Building Referral Partnerships — a respectful, low-pressure follow-up cadence appropriate for this industry
Module 4: Marketing System — respectful community presence and content ideas appropriate for funeral service
Module 5: Systems & Operations — case management process, FTC Funeral Rule compliance, and 6 KPIs including pre-need contract volume
Who it's for: Funeral home owners who want to grow their case volume and staffing pipeline while honoring the trust and dignity this profession requires.
A step-by-step system for non-emergency medical transportation companies to build trip volume, recruit reliable drivers, and run operations like a business built to last.
Full Product Page Description
Every empty driver seat is a missed medical appointment. Let's fix both sides of that equation.
NEMT companies live or die on steady trip volume and dependable drivers. This playbook walks you through building both, step by step, with real scripts for brokers, discharge planners, and dialysis centers — the highest-converting referral sources in this industry.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Contracted Riders — Medicaid transportation brokers, hospital discharge planners, dialysis centers, senior communities, and private-pay families
Module 2: Driver Recruiting System — where to find drivers, job posting templates, referral bonuses, and interview questions that predict reliability
Module 3: Building Referral & Broker Partnerships — email templates and a follow-up cadence for brokers and facilities
Module 4: Marketing System — local visibility, content ideas, and review generation
Module 5: Systems & Operations — booking and dispatch process, compliance tracking, essential SOPs, and 6 KPIs including on-time performance
Who it's for: NEMT company owners who want to diversify beyond a single broker contract and build a driver bench that doesn't leave them scrambling.
A step-by-step system for speech, OT, PT, and ABA practice owners to get their first 10 clients, build a licensed therapist pipeline, and run their practice like a business built to last.
Referrals and licensed therapists — the two things every in-home therapy practice needs more of.
Families are referred to in-home therapy by pediatricians, schools, and hospitals — and licensed therapists are in chronic short supply. This playbook gives practice owners a complete, step-by-step system for both, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Clients — pediatricians, schools, hospitals, insurance case managers, and parent support groups
Module 2: Therapist Recruiting System — where to find licensed SLPs, OTs, PTs, and ABA therapists, job templates, and screening questions
Module 3: Building Referral Partnerships — email templates and a follow-up cadence for medical and school referral sources
Module 4: Marketing System — content ideas and a review generation process appropriate for a clinical practice
Module 5: Systems & Operations — intake, authorizations, documentation compliance, and 6 KPIs including authorization turnaround time
Who it's for: Owners of speech, occupational, physical, or ABA therapy practices who want predictable referrals and a therapist pipeline that doesn't leave caseloads uncovered.