The intake call lands on your cell.
A family calls about care for a parent, and the answer depends on whether you can pick up.
For home care agencies
The family calls about mom and gets your voicemail. The next agency gets the client.
Cronveo can fix that. Intake calls get answered and assessments get booked, even when you’re covering a shift.
Book a 20-minute discovery callTodayFamily calls, needs careVoicemailThey call the next agency
FixedFamily calls, needs careAnswered and bookedYou get the client
Common signs
The work is there, but the handoffs aren’t.
A caregiver calls out, and the schedule becomes a phone tree.
Someone in the office calls down the list until someone takes the shift.
The assessment is on the calendar, but the paperwork isn’t.
The family said yes, and the start date waits on forms nobody owns.
The referral source hears back on Monday.
A discharge planner sends a referral on Friday afternoon, and it sits in an inbox over the weekend.
Every approval routes through you.
Schedulers wait on decisions that clear rules could give them.
The client census lives in three places.
The scheduling system, a spreadsheet, and someone’s memory each hold part of it.
The cost of being the connection
Every handoff becomes another job for you.
Callbacks slow down. Families chase the start date. Schedulers wait on decisions while you switch between the phone, the schedule, and a caregiver who didn’t show.
Adding more referrals adds more work to the same queue. The first fix is to make it clear who owns each next step. Count last month’s intake calls that went to voicemail. If one was a family that signed with another agency, that client is what the missed call cost you.
How it works
Fix the process first,
then speed it up.
If the process is messy, automation makes the mess faster. So we fix the process first.
01
Audit
Map how work moves today. Find the delays, repeated effort, and decisions that depend on you.
YOU GETWhere intake calls, call-outs, and referral follow-up wait on you
02
Systemize
Simplify the steps. Give each handoff an owner and each routine decision a clear rule.
YOU GETWho answers an intake call after hours, and what they can book without you
03
Automate
Take repetition off the team’s plate once the process is stable. Keep people in charge of exceptions.
YOU GETEach referral source updated the day a referral moves
Step 1 is the Operations Audit. The roadmap lands five business days after Charles has your data. Your team can do steps 2 and 3 from the roadmap, or we quote them after the audit.
Starts with a free 20-minute discovery call. Book a 20-minute discovery call
What the audit leaves you with
Ranked findings,
with a fix for each.
Your operation, mapped
A written picture of how work flows today, including tools, handoffs, and what depends on you.
Bottlenecks, ranked
A list in order of importance, with what each problem costs and why it’s ranked where it is.
Specific fixes, in sequence
A fix for each problem, how much work it takes, and clear next steps.
Where automation fits
What’s worth automating, what needs a simpler process, and what a person should keep doing.
A roadmap you own
The written document and a findings walkthrough. Keep it, share it with your team, and act on it independently.
01 / FINDINGS & PRIORITIES
Three bottlenecks,
in the order to fix them.
Home care agency workflow
01
Intake calls land on the owner’s cell
SystemizeSet who answers an intake call, and what they can book without you.
02
Start dates wait on paperwork
ClarifyGive every new client an owner and a start-date checklist.
03
Referral sources hear back late
AutomateOnce the steps are set, send each referral source an update the day a referral moves.
What clients say
Charles redesigned our lead intake process and helped eliminate one of the biggest bottlenecks in our business. We can now handle roughly 10X the lead volume we could previously.
Only after the audit
Build what the findings call for.
Sometimes the answer is a clearer handoff or better use of an existing tool. When a build is needed, we scope and quote it separately.
Capture and follow-up
If intake calls are where things get stuck, an AI receptionist or a simpler process can help. It can answer the after-hours call, book the assessment, and send unusual calls to a person.
CRM and sequences
If referrals and new clients lose their next step, set up stages, owners, and follow-up. Fit them to the process your office will use.
Website
If the front door is unclear, build a website that books the assessment and sends each family to the right person.
Who it’s for
For the owner who wants
the work to move without them.
We’re likely a fit if…
- You run an agency with a small office team, and intake, scheduling, and call-outs still wait on you.
- You can name recurring work that costs time or loses revenue.
- Routine decisions and processes still depend on you.
- You’re willing to fix the process before you automate it.
A different partner may suit you if…
- You don’t have sales yet, or you want a marketing agency.
- You want software installed without changing the process.
- You only care about the lowest price to build it.
- You want software to make every decision for you.
Before we talk
Common questions
What changes for my schedulers first?
The fix for your costliest problem. If it’s a rule, like who answers an intake call after hours, your schedulers can use it the same day.
How is this different from a marketing agency?
The audit comes first, and it decides what gets built, if anything. It has one fixed fee and no monthly contract. You keep the written roadmap whether or not you hire us.
What does the Operations Audit produce?
A written map of how your business runs, a ranked list of what slows it down and what each problem costs, and a fix for each one. You also learn how much work each fix takes, what order to do them in, and what’s worth automating. Then we walk through it together on a call.
How long does the audit take?
Five business days from the day Charles has your data. The paid audit includes a 90-minute discovery session. That’s separate from the free 20-minute call where we decide if an audit makes sense.
What do you need from me to start?
We need some basic information about how your business runs. We also want to hear what takes up your time.
Can you work with the software we already use?
Yes, where it fits. The audit looks at the tools your office already uses, your scheduling and visit-verification software included. We don’t take vendor referral fees or resell software.
Do I have to hire Cronveo to build the fixes?
No. The roadmap is yours to use with your own team, another company, or Cronveo. If you want us to build the fixes, we quote that separately after the audit.
Do I have to buy the AI receptionist?
No. It’s one possible fix. If calls aren’t what’s slowing you down, the audit will focus on what is.
What happens on the discovery call?
In about 20 minutes, you walk Charles through one client, from the first call to the first covered shift, and where you still get pulled in. You don’t need to prepare anything. Charles helps figure out if there’s a real problem to solve, and tells you if an audit isn’t the right next step. You don’t have to go any further.
How much does it cost?
The discovery call is free. The audit has one fixed fee, agreed before work starts, and there’s no monthly contract.
An agency that depends less on you
Find out where the intake call gets stuck.
Twenty minutes. Walk Charles through an intake call, a call-out, or a handoff that keeps coming back to you. Together, decide whether an audit is the right next step.
Book a 20-minute discovery callThe call is free, and there’s nothing to prepare.