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Home Care Strategy Lab: Daily Summaries Delivered
by Miriam Allred
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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- 3 days ago1h 14m
The Gold Standard for Dementia Home Care (Jim Kimzey)
#63 Most home care agencies treat dementia care as a service line. Full Bloom built an entire company around it. Jim Kimzey, Co-Founder of Full Bloom Home Care, shares the systems, training, and care philosophy that allow his team to successfully serve some of the most challenging dementia clients while helping caregivers, families, and staff thrive.Jim breaks down the three levers that drive better dementia outcomes, an eight-step process for overcoming care refusal, and the gold standard for supporting complex dementia clients at home. He also explains how a dementia-first approach can reduce caregiver burnout, ease operational strain, and create better experiences for clients and families. This conversation is a practical roadmap for delivering better care to anyone serving dementia clients and families. Jim KimzeyFull Bloom Memory CareBreakthrough: The Full Bloom Method for Overcoming Resistance to CareBest Practices Booklet—Dementia Home Care (Alzheimer’s Association)Danny Meyer's Salt Shaker Theory of Leadership Sponsors:Mertz Taggart—Home Care M&A Experts
- 1 weeks ago1h 2m
Top Five Sales Activities that Drive Home Care Referrals (Sean Reiley)
#62 Most home care sales reps stay busy—but very few generate high-quality referrals consistently. Sean Reiley, CTO at 52 Weeks Marketing, breaks down the specific sales activities, scorecards, benchmarks, and accountability systems that separate top-performing reps from everyone else. Sean shares the five sales activities that actually drive referrals, how many referral sources a rep should manage, what productivity should look like week-to-week, and the biggest mistakes operators and sales leaders make when managing referral accounts.Sean Reiley / Sean@hmstechsystems.com52 Weeks Marketing & CRM Sponsors:GUIDE-Ready Respite Provider Program (Debbie Miller + Harmonic Health)CMS GUIDE Participant List (spreadsheet download)
- 2 weeks ago1h 5m
The Real Barrier to Aging-in-Place Technology Isn’t Families (Paula Marks)
#61 90% of home care calls still happen in crisis mode—after the fall, hospitalization, or cognitive decline has already escalated. Paula Marks, VP of At Home Caregivers, explains why the industry must move from reactive “sick care” to preventative wellness models before the caregiver shortage reaches a breaking point. From the growing demand for in-home monitoring technology to the surprising resistance coming from referral sources themselves, Paula breaks down what’s actually preventing families from aging safely at home—and why quality, prevention, and trusted partnerships will dictate the future of home care.Paula Markspaulam@athomecaregivers.comAt Home Caregivers Sponsors:Phoebe.work
- 3 weeks ago1h 3m
How Coastal Care Partners Built a One-of-a-kind Integrated Care Model (Amy Pierce)
#60 Amy Pierce spent more than 20 years as a nurse and saw firsthand how fragmented healthcare makes it incredibly difficult—especially for older adults—to navigate. In 2018, she and her husband Scott set out to fix that. They started with nurse-led care management, quickly growing to ~10 clients before expanding the team—and within just six months realized they needed to bring caregiving in-house to control quality and outcomes. About 1–2 years later, they added clinical oversight so they could handle situations like a 4pm Friday change in condition without sending clients to the ER.Fast forward 8 years, Coastal Care Partners has grown to 340+ employees and become the largest single-site home care company in Georgia, with an integrated team that includes physicians, nurse practitioners, nurses, and therapists—even operating multiple primary care practices and specialty services. Their caregivers go through a 100-hour internal training program, reinforcing their reputation as “elite” providers in their market. Amy shares how they built this model step-by-step—“building the airplane while flying it”—why hiring and communication are everything, and how integration allows them to manage rising conditions like dementia, Parkinson’s, and heart disease more effectively at home. She also breaks down the operational lessons, leadership challenges, and why she believes integrated care is the future of aging services.Show Notes:Amy Pierce on LinkedInCoastal Care PartnersBook: The Aging Care Blueprint for Families by Amy PierceEOS—Entrepreneurial Operating System for businesses Sponsors:Mertz Taggart—Value Accelerator Program
- May 5, 20261h 9m
Scaling to $13M Without Investors, Diversified Payers, or Traditional Playbooks (Scott Pierce)
#59 Scott Pierce didn’t come from home care—he came from broadcasting and healthcare software. But after navigating his parents’ complex health needs, he and his wife Amy built something entirely different in Savannah, Georgia. Eight years later, Coastal Care Partners is doing nearly $13M in revenue and 7,000 hours of care per week—all from a single location.Scott breaks down some of the unconventional decisions behind their growth:Why he focused on hours and Google reviews—not margins or EBITDAHow staying 100% private pay shaped their modelThe early bets on caregiver pay, training, and infrastructureLessons from distractions, failed ideas, and scaling without outside capitalAnd why most agencies stay stuck—and what it actually takes to break throughScott Pierce on LinkedInCoastal Care PartnersBook: The Aging Care Blueprint for Families by Amy PierceBook: Unreasonable Hospitality by Will Guidara
- Apr 28, 20261h 5m
The Office Team, SOPs, and Networking that Took Him from 700 to 3,000 Hours/Week (Conant Schoenly)
#58 His father founded the first home care company in Connecticut in 1985. After leaving to pursue a career in finance and private equity, Conant rejoined the family business in 2018. What he walked into? Whiteboards, minimal systems, and plenty of opportunity. In less than eight years, he’s helped 4x the business, driven by thoughtful change management, stronger office staff, and continuous process improvement. Conant breaks down how he hires and develops his office team, how they approach micro vs. macro SOP changes, and why regularly visiting other home care operators has been a game-changer for challenging his thinking and bringing fresh ideas back to the business. Conant SchoenlyCharter Oak Home Care Sponsors:Phoebe
- Apr 21, 202659 min
The 6 Preventable Gaps Driving 30-Day Readmissions (Ethan Guerrieri)
#57 The federal government invested $500 million to understand why seniors are readmitted to the hospital within 30 days—and uncovered six key “preventable” gaps driving the problem. Ethan Guerrieri, VP of Operations at Preferred Care at Home, breaks down the research, explains each gap, and shares how his team turned these insights into their Smooth Transition Care Program. Designed for hospitals and SNFs, this evidence-based approach equips case managers and discharge planners with the tools and education they need to reduce readmissions—and shows why home care is the missing link in keeping clients safely at home.Ethan GuerrieriPreferred Care at HomeSmooth Transition Care BROCHURESmooth Transition Care FLYERSmooth Transition Care PERSONAL HEALTH RECORD Sponsors:GUIDE-Ready Respite Provider Program (Debbie Miller + Harmonic Health)CMS GUIDE Participant List (spreadsheet download)
- Apr 14, 20261h 2m
What 110,000+ Caregiver Applicants are Telling Us (Jen Waldron)
#56 From 110,713 caregiver applicants, 76% of those hired live less than 20 miles from the center of an agency’s service area. Location, hours, and pay are a few of the most important things applicants care about according to Jen Waldron, Co-Founder of Augusta. Every quarter, Augusta publishes the Recruitment Benchmark Report that details top recruitment channels, interview preferences, time-to-hire stats, previous caregiving experience, and top benefits applicants are looking for. Jen shares data and insights she’s gleaned having seen nearly 1 million caregiver applications over the years—the results are simple, yet staggering. Jen WaldronAugusta - Home Care Recruitment Operating Solution Augusta Q4 2025 Caregiver Recruitment Benchmark Report Sponsors:Mertz Taggart—check out their Value Accelerator ProgramPocketRN—team up with a GUIDE partner
About Home Care Strategy Lab
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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