Owner’s morning brief
One summary each morning: what came in overnight, what’s waiting on you, and what slipped. Useful when you’re running the agency from the road.
For home care agencies
An AI team for the office side of home care.
Call-offs, applicants, family inquiries, referral partners, and the owner’s view of all of it. I set up a chief-of-staff assistant for you and helper bots for your office team. They draft; your people approve and send. Client health information never goes in.
What it handles
The jobs that eat your office’s day
Pick the two or three that hurt most. Everything that leaves the building is a draft until a person on your team approves it.
Call-off coverage
When a caregiver calls off, the assistant drafts the coverage outreach to available staff and a heads-up for the scheduler. Shift details stay generic; your scheduler fills in the rest in your scheduling system.
Applicant follow-up
New applicants get a prompt reply with next steps drafted for your recruiter, and stalled applicants get a reminder before they take another offer.
Family inquiries
A warm first reply drafted in your voice, with the questions your intake team always asks. Anything about a person’s care is handled by your staff, outside the bot.
Referral-partner follow-up
Thank-yous and check-ins to case managers, discharge planners, and other partners, drafted on schedule so relationships don’t depend on one person’s memory.
Renewals and reminders
License, certification, and policy renewal dates tracked in one place, with reminders drafted well before anything lapses.
Client information
If it identifies a client, it stays out of the bots.
These assistants run the business side of your agency. Client care records stay in the systems you already use for them.
- No client health information. No names, addresses, dates of birth, diagnoses, care notes, or photos of clients go into a bot. Grok Bot isn’t covered by a HIPAA business associate agreement, so we don’t use it for that, full stop.
- Drafts first. The assistant writes; a person on your team reads, approves, and sends. Nothing sends on its own.
- You stay in control. You and the people you choose approve the work and can change the rules. I’m not in your approval chain.
- Your accounts. Subscriptions are in your agency’s name and on your card. If we part ways, nothing breaks.
How we start
Owner first, then the team.
Intro call
We go over how your office runs today, where your email and calendar live (Google Workspace or Microsoft 365), and which jobs to hand off first.
Your setup
Over video or in person, we set up your chief-of-staff assistant with written rules and one real job running before we finish.
Your office team
Once it’s earning its keep, usually after a month or two, we add assistants for the people in your office, each with its own job and rules.
Pricing
Flat setup fee. Your subscriptions stay yours.
Setups start at $495, one-time, paid once it’s working. You pay your AI subscriptions (such as Grok Bot) directly to the vendor, in your name. I don’t resell seats or take commissions.
More than one location?
Multi-location agencies and franchise systems start with a small pilot and roll out from there. See the multi-location approach →
Ready to get your afternoon back?
Book a short intro call and I’ll give you a straight answer about what fits and what it costs. Not ready to talk? The two-minute Stack Finder gives you a plan on your own.