HomeWell Care Services

Intake Coordinator

• Respond promptly to new inquiries from prospective clients and family members.
• Build trust through compassionate communication via phone, text, and email.
• Conduct discovery conversations to understand care needs and determine the best next steps.
• Educate families about available home care services and answer questions with clarity and empathy.
• Schedule in-home care assessments with the care team.
• Maintain consistent follow-up with both active and inactive leads.
• Re-engage previous inquiries to identify new opportunities for care.
• Accurately document all conversations, activities, and follow-up plans within the CRM.
• Monitor lead progression and maintain an organized sales pipeline.
• Partner with office staff and care coordinators to ensure a smooth client onboarding experience.
• Deliver an exceptional customer experience through responsiveness, professionalism, and consistent communication.