← All classes Booked & Staffed · Clients, staff & cash flow

A license doesn’t create a business. Clients do.

Staff does. Cash flow does. That’s what this class is about, where the clients come from, how to staff the work, and how to survive the ninety days before the money shows up.

2Booked & Staffed

No clients. That’s the real emergency.

You are licensed. You are enrolled. But enrollment doesn’t create revenue, clients do. Nobody warns new owners how quiet the phone is that first month, or how long the rent, the insurance, and your own hours worked keep adding up before the first dollar comes in.

Week one, you are ready and nobody knows you exist. The license is framed, the aides are hired, and the phone does not ring. Referral sources send clients to the agencies they already trust, and they have never heard your name.

So you start introducing yourself. Hospitals. Physician offices. Case managers. Assisted living communities. Senior centers. Anyone who might one day send a referral. Because referrals don’t come from people who know your name, they come from people who trust it.

Then the first client lands, and now you need an aide who shows up. Staffing is the wall most young agencies hit: finding good people, paying them right, and keeping them past week three.

Ninety days in, you find out if the math works. Private-pay rates, Medicaid reimbursement, your true cost per hour, and the cash-flow gap between the shift worked and the claim paid. Booked & Staffed walks all of it, in order.

Inside Booked & Staffed

01

Where clients come from

Hospital and SNF discharge planners, case managers, physician offices, senior living, faith communities, and the private-pay families who find you online. Who to call, what to say, and what they need from you before they will refer.

02

Getting found

A site that converts, a Google Business Profile that ranks locally, reviews that come in without begging, and the three directories NC families actually use.

03

Staffing and keeping aides

Where the good ones are, what they are paid in your county, how to screen fast without cutting corners, and why agencies lose aides in week three.

04

Knowing your numbers

Private-pay rates versus Medicaid reimbursement, what your true cost per hour is, and the cash-flow gap between the first shift worked and the first claim paid.

05

Scheduling without chaos

Building a schedule that survives a call-out, on-call rotation, and the software worth paying for when you are still small.

06

The first ninety days

What to do in month one, month two and month three, in order, with a number to hit each month so you know whether it is working.

Booked & Staffed: Clients, Staff & Cash Flow
What you carry out

Booked & Staffed: Clients, Staff & Cash Flow.

Included with your seat

Every class comes with its book. This is the one you keep on the desk, the referral scripts, the pay math, and the numbers to check each month so you know whether any of it is working.

  • Where referrals actually come from, who to call in your county and what to say
  • Hiring aides who stay, the ad, the screen, the first two weeks
  • What to pay, rate math against your reimbursement, so growth does not cost you money
  • Cash flow while you wait on claims, the gap nobody warns you about
  • Your ninety-day numbers, the handful of figures to track every month
  • The operational toolkit, employee forms, client care forms, and a full operations manual, included with your seat and workbook
And a gift, on us.

Every class comes with one, and we change it every time. A mug, a notepad, something for the desk. We are not telling you which, you find out in class.

Second Saturday of every month · 12:00–4:00 pm ET

Booked & Staffed

Taught by operators who built the caseload themselves, not consultants reading a template. You leave with a referral contact list for your counties, a staffing plan, your ninety-day numbers, and the full operational toolkit, employee forms, client care forms, and an operations manual, ready to use from day one. Bring your county and a calculator.

$795/ agency · 2 seats
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