Business Growth Assessment

Step 1 of 6 — About You

Let's start with the basics

Your results will be sent here — we never share your information.

Full Name *

Email Address *

Phone Number

Agency Name *

Current Caregiver Headcount *

Years in Business

⚙️

Operations & Systems

How efficiently does your agency run day-to-day?

1How streamlined are your scheduling and shift-management processes?

ChaoticExcellent

2Do you have documented SOPs (standard operating procedures) for onboarding, client intake, and care delivery?

No — we do most things ad-hoc Some SOPs exist but aren't consistently followed Yes — we have documented, followed SOPs for most processes Yes — comprehensive SOPs with regular reviews and training

3How would you rate your use of technology (EVV, scheduling software, billing systems) to reduce admin burden?

Paper & spreadsheetsFully automated

Caregiver Staffing & Retention

Your team is your most valuable asset.

4What is your approximate caregiver turnover rate per year?

Over 80% — it's a constant struggle 50–80% — high but we manage 25–49% — moderate, room to improve Under 25% — we retain our team well

5How structured and effective is your caregiver onboarding / training program?

No formal processBest in class

6Do you have a proactive strategy for recruiting caregivers (vs. just posting on Indeed)?

No — we post jobs and hope Somewhat — a few channels, inconsistently used Yes — multiple channels with a real recruitment process Yes — plus referral programs, community partnerships, and pipeline development

Client Acquisition & Referrals

How consistently are you bringing in new clients?

7How active and effective is your referral network (hospitals, SNFs, physicians, case managers)?

No referral networkStrong, consistent pipeline

8Do you have a formal, repeatable intake/sales process for new client inquiries?

No — whoever answers the phone handles it differently Informal — we follow general steps but no documented script Yes — a defined process with follow-up steps Yes — scripted, tracked in CRM, with conversion metrics

9How would you rate your online presence (website, Google Reviews, social media) for attracting clients?

Non-existentStrong digital presence

Financial Health & Profitability

Do your numbers work — and do you know them?

10Do you know your agency's gross profit margin and review financials at least monthly?

No — I mostly check the bank balance Sometimes — quarterly at best Yes — monthly P&L review Yes — monthly review with KPIs, dashboard, and forecasting

11How confident are you in your billing/collections process and cash flow predictability?

Constant cash crunchesPredictable & healthy

12Have you evaluated your billing rates in the last 12 months relative to your costs and market rates?

No — rates have been the same for 2+ years I've thought about it but haven't acted Yes — reviewed and adjusted recently Yes — ongoing rate strategy tied to profitability targets

Compliance & Risk Management

Are you protected when things go wrong?

13How current and complete are your state licensing, insurance, and compliance requirements?

Major gaps / uncertainFully current & confident

14Do you have documented incident response protocols and conduct regular compliance training?

No — we handle incidents as they arise Basic policies exist but aren't consistently enforced Yes — documented protocols with annual training Yes — robust program with regular audits and ongoing training

15How well are caregiver employment records, background checks, and I-9s managed?

Disorganized / incompleteAudit-ready at all times

Leadership & Growth Strategy

Are you running the business or is it running you?

16How much time do you spend working ON the business (strategy, growth) vs. IN it (daily operations)?

Almost entirely in it — I wear every hat Mostly in it — some strategic time but rare Split roughly 50/50 Mostly ON it — strong team handles daily operations

17Do you have a written 12-month growth plan with specific, measurable goals?

No plan — we operate week to week Some goals in my head, nothing written Yes — a written plan I refer to occasionally Yes — tracked monthly with team accountability

18How well do you leverage outside support (coaches, consultants, peer networks, industry associations)?

Figure it out aloneStrong support network

19How satisfied are your current clients, and do you have a system to measure it?

No idea / poorExcellent & measured

20Overall, how confident are you in your agency's ability to grow revenue by 25%+ in the next 12 months?

Not at all confidentVery confident

Your results are private. Briones Consulting Group will never sell your data.

Your Agency Health Score

—

/ 100

—

Score Breakdown by Area

Your 3 Fast-Win Priorities

Start This Week

Ready to accelerate your growth?

Book a free 30-minute strategy call with Briones Consulting Group. We'll review your scores together and map out a 90-day game plan for your agency.

Book My Free Strategy Call

Senior Care Agency
Business Growth Assessment

Let's start with the basics

Operations & Systems

Caregiver Staffing & Retention

Client Acquisition & Referrals

Financial Health & Profitability

Compliance & Risk Management

Leadership & Growth Strategy

Your 3 Fast-Win Priorities

Ready to accelerate your growth?

Contact us now

317-406-6814

The Briones Group

info@thebrionesgroup.com

Subscribe to our YouTube Channel

Leave us a Review

Follow us on LinkedIn

Follow us on Facebook

Briones Consulting Group