First Call Intake Script — Own Your Care

Before you call back

This is the call that converts an inquiry into a client. You're not pitching — you're listening. The script walks through 7 intake questions, then moves to rate and next steps.

How to use this tool

1Your info auto-fills from other call scripts. Enter who you're calling, then hit Start.

2The script walks through all 7 intake questions in order — don't skip them, especially Q6.

3Click the branch that matches their response — the script adjusts for rate objections and callbacks.

4End goal is a meet-and-greet date. Log every outcome in the Outreach Tracker.

The 7 intake questions — in order

1What's going on right now — who needs care, what does a typical day look like?

2What's their main condition or diagnosis? What kind of help do they need most?

3How many hours, which days, and is there a start date in mind?

4Have they worked with a private caregiver or agency before?

5If yes — what happened? What would they change?

6What matters most in a caregiver? What would make this the right fit?

7When are they hoping to have someone start?

Your information auto-saved

Your full name

Credential

Phone

City / service area

Hourly rate

Minimum per visit

Your email

Who you're calling

Contact's name (person on the phone)

Client's name (person needing care)

re:

Voicemail Script

They Didn't Pick Up

Leave a voicemail on the first attempt. After that, try a text instead — most people respond faster. Wait 2 days before calling again.