Wisecaregiving
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:
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Home Care Intake Form
-
New Client Packet + Handbook
-
Home Care Assessment Template
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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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