Biweekly Implementation Calls

Live strategy, check-ins, reviews, troubleshooting, and accountability so you are not trying to figure it out alone.

5-Month Referral Room Calendar

Your complete week-by-week implementation plan so you know exactly what to focus on before, during, and after each event.

Referral-Ready Story Optimization

We help sharpen your founder story, agency positioning, and community authority message so your agency becomes more memorable.

Referral Room Event Strategy

We help you shape the direction of your referral events so they are not random activities, but strategic rooms designed to create visibility and relationship opportunities.

Authority Presentation Review

We review your event presentation so your agency shows up as a trusted senior care resource, not just another company asking for referrals.

Flyer and Promotion Templates

Editable templates to promote your events quickly and professionally.

Full Email and SMS Follow-Up Sequence

Pre-written follow-up messages for attendees, referral sources, and partners so your event momentum does not disappear after the room clears.

CareGrowth AI Access for 5 Months

Use CGAI to support follow-up, organization, event communication, and relationship tracking. Usage-based AI, SMS, and call charges are billed separately.

Referral Source Mapping

We help you identify the senior-serving professionals, organizations, and community partners your agency should be building relationships with before, during, and after your events.

Event Debrief and Optimization

After each event, we review what worked, what needs improvement, and how to strengthen the next event.

Referral Event Scorecard

Track attendees, partners, referral conversations, booked consultations, and revenue opportunities.