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Home Care Phone Script Template | New Client Inquiry Call Flow | Non-Medical Home Care Agency Intake Script | Editable Word

Home Care Phone Script Template | New Client Inquiry Call Flow | Non-Medical Home Care Agency Intake Script | Editable Word

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Home Care Business Call Script Template

A complete, professional phone script designed for non-medical home care agencies to handle new client inquiries with confidence, consistency, and clarity.
This editable template provides a structured call flow, key questions, client-type guidance, and communication strategies to help agencies book assessments and convert callers into long-term clients.

Ideal for agencies training office staff, intake coordinators, and new administrators.

Perfect For:

✔ Home care agency owners
✔ Intake coordinators & office administrators
✔ Client relations staff
✔ New employee training
✔ Care managers & assessment schedulers
✔ Anyone responsible for answering inquiry calls

What This Template Helps You Do:

✔ Create a polished, professional first impression
✔ Guide staff through a consistent 10-step call flow
✔ Train team members to handle all caller types
✔ Improve clarity, confidence, & customer trust
✔ Gather essential information quickly and accurately
✔ Educate callers without overwhelming them
✔ Learn how to navigate pricing questions effectively
✔ Increase the chance of booking an assessment visit
✔ Maintain brand professionalism on every call

This script gives new and experienced staff a clear roadmap to manage all types of callers-from overwhelmed family members to price-shoppers to urgent-need situations.

What’s Included (In General Terms):

✔ Overview of common caller types and how to respond
✔ Do's and don'ts for strong first impressions
✔ Step-by-step inquiry call flow
✔ Guided conversation prompts
✔ Key questions to ask
✔ Techniques to understand caller needs
✔ Strategies for explaining services and value
✔ How to guide the caller toward booking an assessment
✔ Communication techniques for hesitant callers
✔ Pricing conversation strategies (range-based approach)
✔ Reassurance language & confidence-building phrases

Features:

✔ Editable MS Word document
✔ Clear, structured formatting
✔ Easy to customize with agency branding
✔ Printable for staff training binders
✔ Ideal for onboarding and call quality improvement
✔ Practical, real-world script written by an industry professional

Why Agencies Trust Wise Caregiving Templates

Created by Danielle - a home care business owner with years of real experience handling client inquiries, training staff, and converting calls into successful care mandates.
This is not AI-generated or generic - it is a practical, field-tested communication tool.

Pair With These Popular Templates:

  • Home Care Intake Form

  • New Client Packet + Handbook

  • Home Care Assessment Template

  • Incident/Accident Report

  • Caregiver Competency Evaluation

  • Complete Home Care Business Bundle

WISECAREGIVING COPYRIGHT NOTICE

Original copyrighted template by Wise Caregiving.
Not for resale, duplication, redistribution, or sharing.
Active IP monitoring and enforcement are in place.

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