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December 4, 2025 40 mins

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The moment you step through the door for a holiday visit, everything feels different: expired food in the fridge, untouched meds, slippery steps, and a parent who seems a little more confused than the last FaceTime. That’s the recognition moment countless families experience in December—and the exact point where a responsive, empathetic home care agency can make all the difference.

We dive into a practical playbook for meeting families where they are right now. You’ll hear how to craft clear, seasonal messaging that mirrors what adult children see—bath avoidance, mobility issues, unpaid bills, loneliness—and offer one simple next step: a same-day safety assessment. We walk through a high-converting email cadence for early December, Christmas week, and post-New Year; social and search strategies that reach ages 45–65; and print leave-behinds designed for referral partners who want tools, not pitches. You’ll also get our winter home safety checklist approach, plus ideas to get you in the home quickly and respectfully.

Beyond marketing, we share community moves that build genuine goodwill and long-term referrals: cookie decorating events with activity directors, elf-style deliveries with small gifts, reading classic holiday stories, partnering with Meals on Wheels, and sponsoring residents who don’t have family. We also outline concrete ways to support current clients through the season—decorating safely, gift shopping, post office runs, worship transport, wellness checks, and caregiver-led connections with distant relatives—so care feels personal and present.

If you’re ready to turn December’s urgency into compassionate action, this guide gives you the words, the assets, and the timing to show up fast and do real good. Subscribe for more timely strategies, share this episode with a colleague who needs new holiday ideas, and leave a quick review to help us reach more agencies ready to serve.

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
SPEAKER_03 (00:20):
You guys all know who we are.
And since we're starting alittle late, we will just leave
that there for a split second.
We're happy that you're heretoday.
We're excited.
This is all going to be aboutthe holidays.
Go ahead and switch their net.
Um, housekeeping, lines mutedunless you're speaking.
Share any stories, experiences,tips that you have.
Ask questions.
We want this to be an openforum.

(00:41):
You can always use the chatfeature.
Lisa will send us a little chat,or maybe she already did.
That's the chat.
If you don't feel like talkingand you want to ask a question
there, feel free to do that.
Make recommendations, tell uswhat you want to know.
We we love to speak to you aboutthings you're interested in.
We have all have a very bigbackground in home care, but
there could be things going onthat you want to talk about.

(01:01):
Please send those in.
So today we're gonna talk aboutholiday marketing strategies for
home care agencies.
So we're gonna turn those seethe family visits into
meaningful care opportunitiesthrough strategic outreach and
education.
So our agenda today, we're gonnatalk about why holidays drive
care decisions, what familiesnotice during visits, how to

(01:23):
market your agency during theholidays, referral source
engagement, digital and directcampaigns, educational
resources, community outreachideas, supporting your current
clients, and then we have someDecember and January leave
behinds.
Speaking of leave behinds,before we get started, go on
back one, Justinette.
We do have a free giveaways.

(01:44):
So if you are interested ingetting the January Leave
Behinds for no charge with allof your colors and your contact
information on there, we willsend them to you.
We'll put you in a drawing tosend them to you.
But you have to agree to send uspictures so we can share what
you did with the leave behinds,where you went, and how what you
did with it, what it looked likebefore without and how to see

(02:05):
it.
Want to see it?
We want to see it.
So if that's something you wantto do, type in yes in the chat,
and we will put you in thedrawing and we will let you know
probably later today if you win.
Okay, go ahead.
Here we go.
Okay, good luck, everybody.
Good luck, yeah.
So, why do the holidays matterfor home care agencies?
A lot's going on during theholidays, and I've been in home
care a long time, and I used toget the calls during the

(02:28):
holidays.
I came home for Thanksgiving,and my mom and dad are not okay.
I didn't know they weren't okayuntil I physically laid eyes on
them.
I think the seniors are reallygood at hiding how they feel and
what's going on.
I had someone call me one timeand she said, Yeah, I came home
for Thanksgiving.
My mom seemed fine.
I got up in the morning and shewas trying to cut a watermelon

(02:50):
with a plate.
And so she's she's not okay.
And I need someone out herepronto because I'm only here for
one more day.
So the holidays, they'reFaceTiming their parents, they
text their parents, they talk onthe phone, but until they're
physically in front of them andthey see that all the
refrigerator in or the food inthe refrigerator is expired, or
they have a 30-day med set andnone of it's December 20th and

(03:12):
they've taken no meds the wholemonth.
Like they don't really knowwhat's going on.
So when they come home to visitor go see their parents, that's
when they're like, oh mygoodness, they have that
recognition moment of I didn'trealize how bad they were.
And they have an urgent need forsolutions.
So if you are manning, womaningthe phones during the holidays,

(03:33):
they must be answered live,guys, nighttime, daytime.
You gotta answer these callslive because it's crisis right
now.
It's going to be more crisisdriven than the rest of the
year.
Um, so December can bringconsistent, consistently brings
a surge of inquiries from adultchildren who have just visited
their aging parents.
It creates a critical window ofopportunity for your agency.

(03:54):
So you need to be ready to beout there because many of them
want to meet somebody from thecompany before they leave.
They want the services signedfor before they leave.
Some of them even want to meetthe caregiver before they leave
town.
So it is a very quick and yougot to be ready for that.
Okay, next slide, Annette.
So the holiday recognitionmoment.
So what triggers thatrealization?

(04:16):
Everything I just talked about.
They're seeing their parents ina very different way, not
through the weekly call, notthrough the FaceTime.
They're physically in theirspace.
They see mom struggling withmobility.
The house isn't tidy, and mom'salways been really tidy.
There are clues and hints thatthings are not okay.
And there's an emotional shiftthen.
They go from I'm here for theholidays to enjoy my mom and dad

(04:38):
to worry, urgently, guilt,overwhelming desire to find help
immediately.
And so that's where you can comein.
And it's really important thenthat you have smart, it's a
really good time for smart,timely holiday marketing, which
makes all of the difference.
So all of your marketing, feedon the ground marketing, social
media, newsletters, blogs onyour websites, all of it should

(05:01):
be talking about this andcatching them where they are in
the moment.
Okay, Annette.
So what help children noticeduring the holiday visits?
Cognitive and memory changes.
And it's good for you to knowthis so you can target your
messaging.
So increase forgetfulness orconfusion.
And it's interesting because ifmom and dad are both still

(05:21):
alive, they cover for eachother.
I'm noticing this in my in-laws.
My mother-in-law's just a littlebit of memory.
She can't remember certainthings.
And I'll see my father-in-lawjump in and won't even let her
answer a question because he cansee that she's struggling.
They can't fake this in person.
Like this is something thatthey're noticing.
They're having difficultyfollowing conversations.
Maybe there's daily livingstrugglings, difficulty with

(05:43):
basic tasks like cooking orbathing.
Many seniors just quit bathing.
They don't want to bathe.
It's cold, they're scared, it'suncomfortable.
And so when the adult childcomes home and notices that
they're not bathing, that's alsocan be an issue.
That was actually a pretty bigone.
And now that I and Lisa, did yousee that?
Yes.
Now that I'm thinking about it,it's like my mom's always been

(06:04):
well kept and she's just not.
She has her hair is oily, she'snot washing it.
That tends to be, that tended tobe a really like a normal call
during the holidays.
Home health management, maybethey haven't opened any of their
mail, they have unpaid bills,missed medications, empty
prescription bottles, weightloss, poor nutrition, safety and
maintenance concerns, unsafeduring winter conditions, maybe

(06:27):
they have icy steps or poorlighting, a home that's not
being maintained the way it wasbefore, or signs of loneliness
or depression.
These are all things that areimportant for you to know.
So you know how to gear yourconversation, gear your
marketing, gear your flyers thatyou're taking out in the field,
all of that, this is going tohelp you with that.

SPEAKER_01 (06:46):
Yeah, definitely.
I think painting that pictureand you are the you understand
that all these things arehappening and this is what
you're noticing as the adultchild.
Now, how do we help you withthat?

SPEAKER_03 (06:57):
And how do you reach families when care concerns
arise?
So share content that matcheswhat they're seeing.
So the last slide was all thethings that they're seeing.
So your what you're carrying outin the field, your social media,
your blogs, everything thatyou're putting out into the
universe, into the world needsto address those things.
Fall prevention tips, medicationmanagement reminders, nutrition

(07:19):
guidance, holiday stressresources specifically for
family caregivers.
Speak directly to theirconcerns.
So are you noticing changesduring your holiday visit?
You're not alone.
If mom wasn't doing as well asyou expected, we can help.
Holiday peace of mind startswith professional safety
assessment.
We understand how difficult itis to see your parents
struggling.

(07:39):
Make your presence knowneverywhere.
So social media, targeted ads onplatforms adult children use
daily, email campaigns,educational materials physically
distributed out to your referralsources.
Offer simple, fast next step.
So whenever you are on the phonewith anybody, we've talked about
this a million times, you'redoing a service inquiry and

(08:01):
you're trying to get them toschedule an assessment.
It should always be for thistoday, anyway.
That's how you get in the door.
That's how you're the first one.
I'm actually in your area todayat three o'clock.
I mean, that I used to say thatall the time, even though it's
clear across town.
Because you get in the door andyou've got to get in the door.
They need the help anyway.
They're calling for a reason.
It's no different with theholidays.
It's probably even more pressingbecause, again, people are here

(08:24):
for a short time.
Many seniors will not make thisdecision without their children
involved.
Let me talk to my daughter, letme talk to my son.
I'm not sure.
So the holiday is perfectbecause everybody's already
there.
The whole family's together inone place.
The adult children canparticipate firsthand.
Family can make decisionstogether.
There's real-time observationand multiple perspectives this

(08:47):
way.
Because many times it is my, Idon't know what my daughter
would think about this.
Let me talk to her.
And then they never call theirdaughter, and you don't know how
to reach the daughter.
So the holiday really is a greatway to get this started.
So we came up with a holiday andwinter home safety checklist for

(09:09):
you guys.
I was gonna or Nat, I guess youcan click on it and pull it up
with the little link here.

SPEAKER_02 (09:18):
And we're gonna send you these PDFs with this link.

SPEAKER_03 (09:21):
Yeah, so you'll have the link.
And so this is a safetychecklist that you can send out
in an email blast.
You can bring it to yourreferral sources to give out to
their patients.
You can offer to come into thehome and do the safety check
yourself.
And this is a great way to keeptrack of what needs to be looked

(09:43):
at.
So this can be used in all youcan put it on social media.
Hey, let we'll come out and do afree home safety check.
This gets you in the home.
And many times you get in thehome and it's oh my goodness,
they should have had home carefive years ago.
I've been in several homes likethat.
So this can be the way that youget in the home.
There could be social workers inskilled nursing, mom's going

(10:04):
home, daughter's here nowbecause it's the holidays, and
the daughters, I just don'tthink she's safe at all.
I'm just not sure.
But when the social worker seesthat you've given, they're gonna
talk about this to them.
Oh, I have someone that'll comeout and check the home.
So you don't have to be the oneto tell your mom that when
there's extension cords runningthrough the living room with
throw rugs over the top of them,that's not safe.

(10:24):
Like the daughter can't alwaysbroach that conversation with
mom or dad.
So you get to be the bad guy,you can come in and do the
checklist.
Offering to do a safetychecklist, even not during the
holidays, is a great way to getinto the homes.
Annette, Lisa, do you guys haveanything to add to this?

SPEAKER_00 (10:41):
No, I just this just like you said, this is a great
way to get in the home, talk tothem about your services.
We are gonna send you the PDFswith this, but just a reminder
to make it your own, you're justgonna hit file, make a copy.
Okay, and then you will be ableto edit this leave behind that
Lisa made for you and put yourlogo.
I just think in Christmas time,I mean, I worked in home care

(11:03):
and I would get so many callsfrom families.
They were visiting, that wastheir time that they could all
be together.
I think bringing this to theassessment or meeting with the
family is also a really goodthing to do because a lot of
times the kids think, oh mygosh, my mother has all these
rugs and all these crazy thingsgoing on.
You can go through this list andtalk to them about everything

(11:24):
that maybe is a little dangerousin their house.
Yeah, but we have a chat here.

SPEAKER_03 (11:30):
Let's see.
Tess said, I just did thismorning.
The daughter appreciated asthey've mentioned moving a small
table for their mom, and she wasresistant.
Um, yet she heard what I saidand moved it.
Yeah, it takes that third party,that person who's not related to
come in and suggest something.
And so it's great because it'sby category.

(11:51):
So, like it's all the differentareas of concern throughout the
house.
So this is a great thing.
You can just hand it all out toyour referral sources and get
your contact info logo on there,and they can hand it out for you
to their residents if it'sassisted living.
Of course, they shouldn't be inan unsafe environment.
Mostly, probably your skillednursing facilities and
independent living would be agreat place for this.

unknown (12:14):
Yeah.

SPEAKER_01 (12:15):
Yeah.
You'd be surprised at whatpeople think is okay because
they've for years, right?
And so you come in and go, butwait, and they go, Oh, yeah,
that is pretty unsafe.
Or yeah, I did fall.
I have fallen before and I'vetripped over that rug 10 times.

SPEAKER_03 (12:28):
Have you guys seen the extension cord running
across the house with the throwrugs?
Oh yeah.

SPEAKER_01 (12:33):
Oh yeah, okay.

SPEAKER_03 (12:35):
It was just an Arizona thing that I've seen it.

SPEAKER_00 (12:37):
Or the dog cords where they have three or four
dogs and all the chains arehanging all over and hoarded
houses.
We've seen it, I've seen it all.
Yeah.
Yeah.
Okay.

SPEAKER_03 (12:48):
So you guys will have access to that.
The link is there.
You'll also get a PDF of theslides for you, because these
links are active in the slidesthat you get.

SPEAKER_01 (12:55):
I'm so this is probably a lot of what you guys
already have in yourassessments, things that you're
looking at, but this is just areally great way to have it just
in one thing and be able toleave it behind or take it to
families and use it.

SPEAKER_00 (13:07):
Yeah, it's a great thing.
And if you don't have snowfakeflakes where you are, you could
put sunshine or little flamingoswith Santa Hats.
Yeah.

SPEAKER_03 (13:17):
Something else there.
Okay, marketing or home careagency during the holidays.
Use holiday themed messagingeverywhere.
Your ads, websites, socialmedia, email campaigns, printed
flyers should speak directly tothe emotions families are
experiencing during the holidayseason.
They need to be real, it needsto be relatable to them.
So holiday peace of mind isrelatable because they're not

(13:37):
peaceful right now.
They're stressed out about momand dad.
Noticing changes during theholiday, we understand we can
help.
Support for travel, support forseniors while families travel.
Sometimes the family leaves,maybe senior lives with them,
but the family leaves for theholidays and the senior stays
home because they're not healthyenough to travel.
In that case, they need acaregiver to stay with them.
Safety focus, holiday safetychecklist available now.

(14:00):
So schedule before you headhome.
So that's another thing.
You could even just post that.
Well, come in and do a safetycheck of your home on your
social media and see if you getany bites.
The targeted messaging createsrelevance that makes families
immediately connect yourservices to what's going on in
their lives right now.
So that's the whole point of it.
The context gives you marketing,gives your marketing natural

(14:22):
urgency and emotionalreassurance that this is the
right thing to do.

SPEAKER_02 (14:30):
There you go.

SPEAKER_03 (14:32):
Okay, holiday marketing campaign examples.
So there's digital advertising,create targeted campaigns on
Facebook, Instagram, and Googlethat reach adult children ages
45 to 65 in your service area.
Print materials, developpostcards, liars, brochures, and
holiday themed that referralpartners can distribute to
families.
So that checklist is a greatone.

(14:53):
Add copy.
And so we've given you some copyexamples of things that you can
say.
And then your distributionchannels.
You have senior livingcommunities, medical office and
clinics, physical therapycenters, discharge planners,
church bulletins, communities.
So there's a lot of places thatyou can just link at the city
with all of this.
And they'll think they reallyget it, they really understand

(15:14):
what I'm going through.
Yeah.

SPEAKER_01 (15:17):
I even had a couple of our clients recently who have
uh made some changes on theirwebsite with holiday themes,
holiday specials or sales.
I want to say they're not reallysales, but a special on care.
And that's a really great wayfor anyone who's finding your
website, being able to see, oh,exactly what's right there.
It's a cool pop.

(15:37):
I've been seeing that recentlytoo, which I think is really
cool.

SPEAKER_03 (15:40):
Yeah, that is a really good idea.
So run your holiday social mediacampaigns, holiday safety tips,
senior loneliness awareness,before you travel, reminders,
gift ideas for seniors.
We had gift certificates where Iworked where people could buy
care.
They could buy the home care andgive it to somebody as a gift.
They could buy five hours, 10hours, 12 hours.

(16:02):
And a lot of times the adultchildren would do that.
They would say, Mom and dad willlive this care.
They won't let me pay for it,but I know they can't afford it.
Every birthday, every Christmas,every everything, they would be
gifting them home care.
And the parents liked it.
That's also if you don't have agift certificate, that might be
something to think about doingas well.
That's a great idea.

(16:29):
You can use relative hashtagslike holiday caregiving, senior
safety, family caregivers toexpand your reach.
Lisa, were you gonna saysomething?
No, I think I just said that's agreat idea.

SPEAKER_01 (16:40):
Having it like a gift certificate, that's pretty
cool.

SPEAKER_03 (16:43):
Yeah, no, it was pretty cool.
And we would give them outsometimes to the referral
sources.
Yeah, that's a great dischargesfor giving you a five-hour free
home care.
Of course, they still need tosign an agreement because you
need to have that agreement inplace, even though it's free for
them.
They still need to sign.

SPEAKER_01 (17:00):
But that's a great way to just bring it forward and
say, here you go, here's care.
You don't have to do anythingbut obviously sign an agreement.
You already have it.
Here you go.
Let's try it out and see whatyou think of it.

SPEAKER_03 (17:11):
Yeah, the social workers liked having that to
give to someone too that maybedidn't have any money, but we
did some help after discharge.
Love it.
All right, another sendstrategic holiday email
campaign.
So we've got three emails herefor you.
So early December, so that wouldbe now.
Holiday safety checklist foraging parents.
And so we've got the checklistdone for you.
You can throw in an email, itcan be downloadable and send it

(17:34):
out.
Email two is the week ofChristmas, noticing changes
during your holiday visit.
So this is talking all about thethings that you're noticing
about mom and dad that seem offor about the home.
And then email three is afterthe new year.
So start 2020, oops, say 2026.
We've got mine, schedule a freeassessment.
And so maybe they've alreadybeen through the ringer with mom

(17:55):
and dad, they're home now, andit's still bothering them.
And so you're sending anotheremail, or maybe you talk to
them, and mom and dad don't dothe assessment right now.
You've got to you've got totarget these to the right people
at the right time.
But I think they can be reallypowerful to stay out in front of
them.
Educating prospects andreferrals.

(18:15):
So creating effectiveeducational materials, the most
powerful strategy is equippingyour referral partners with
materials they can proactivelydistribute to patients,
residents, and families beforethe holidays arrive.
So this checklist is great.
Again, we've got the link herefor you.
It makes the material effective,is that you're not being pushy,
right?
These are action-orientedchecklists.

(18:36):
You're not really asking foranything from them.
You're just trying to help.
It's easy to distribute and it'sjust professional and warm.
And hey, let us help you.
Let us help your patients.
Let us help.
It's you're not being pushy andgive me all your all of your
patients.
You're just offering to help.
And your distribution strategy,meet with referral sources and
provide them with stacks of youreducational materials.

(18:58):
Explain that these are tools tohelp their patients, residents
stay safe during the holidays.
So this is a great way toeducate them and that you really
care too during the holidays.
You just want them to be safe.
So you're willing to go in anddo the safety check.

unknown (19:12):
Yeah.

SPEAKER_01 (19:12):
And we and this will get you right in front of that
social worker too.

SPEAKER_00 (19:16):
And we always talk about having something different
to go out and talk about.
A lot of I've hear from a lot ofpeople that take the sales
training class with us.
Oh, November, December, it's theholidays, nobody wants to talk
to me.
But you're going out theretargeting it's the holidays.
Families are going to be home.
We have a winter safetychecklist.
I used to see get a lot ofreferrals at Christmas time.

(19:38):
I'd get those calls from thosefamilies that haven't seen their
mom or dad for a year.
So it's a good time.
But if you go out with thistargeted messaging, I think it
definitely helps you and youhave a reason to stop by.
Totally agree.

SPEAKER_01 (19:49):
It's a great opportunity.
The holidays are a greatopportunity.
Don't stop your marketing justbecause everyone else is that
you should even be getting itharder.

SPEAKER_03 (19:57):
Yeah, this is the time to put your foot on the
gas.
Many people are like, I'm notgoing to be able to get in front
of anybody anyway.
I don't need to, I'm not justnot going to go because
everybody's out on vacation.
You know what?
When you go, you're going to getto see the social worker because
nobody else is going.
It's a really good time to likeslide under the radar.
And with the safety checklist,you have a purposeful, timeful
thing.
Like they need to look at it nowbecause it's regarding the

(20:19):
holidays.
And the holiday hangout familyvisit safety checklist.
So you've got your there's ahome safety inspection you could
do.
Or actually, I think this ismore for the family.
So there you could do it too,but you got to be careful with
the health and medicationreview.
But so there's a home safetyinspection you could do, health
and medication review.
Maybe these are just things yougive to the adult child.

(20:40):
You could certainly look to seeif medications are expired.
We just have to be careful withthe medicine because we're
non-medical.
Most of us are non-medical.
Nutrition and hygieneassessment, cognitive and
emotional wielding.
You could offer to go in and doall of this and just kind of
check these little each littlebox.
Offer to go in and do this as afree kind of thing, and then
report back to the adultchildren and maybe care start.

(21:03):
So this is another angle,another way to look at it.

SPEAKER_00 (21:06):
Yeah.
And checking that refrigeratorfor spoiled food.
How many times did you walk in anew client and they had things
from 10 years ago?
Yes.

SPEAKER_02 (21:14):
Crazy years.

SPEAKER_03 (21:16):
I think the biggest one was 23-year-old can of soup.
Oh my gosh.
23 years expired.
Yeah.
Crazy.
I thought it was like 10 yearsold.
But at least open, it's fine.
Oh, sure.
Yeah, that's exactly what theythink.
Oh, it's fine.
And the thing is, seniors reallylike their soup.
So if they open one of thoseexpired ones, it won't be good.

(21:40):
So building relationshipsthrough holiday giving, you can
also, it's another good ideaduring the holidays, sponsor a
senior at a skilled nursingfacility.
So this would be a long-termcare resident, probably.
It could be a short-term personthat's going to be going home
too.
So one of the most meaningfulways to build referral relations
during the holidays is connectdirectly with those social

(22:00):
workers and ask that they haveany residents, social workers,
they would be patients actually,who could use a little extra
holiday cheer.
Whether it's a senior with nofamily, someone going through
some tough time, a residentpatient who could simply use a
small pick-me-up.
Social workers know exactly whowould benefit.
So if you're in assisted living,they're residents, you're going
to probably talk to the directorof nursing.

(22:22):
If you're in skilled nursing,you're going to talk to the
social workers about theirpatients.
Usually in a skilled nursingfacility, you have long-term
side, short-term side, long-termside are people that live there.
They get lonely.
They have people never comevisit.
So maybe you're going to sponsorone of them, or maybe somebody's
discharging.
They've been there a couple ofweeks and they're discharging
and they're very lonely and needsomething.

(22:43):
So lots of different angles andways to do this.
So you'll just reach out towhomever it is to build a
relationship, offer to sponsor,um, let them choose who it is,
follow their guidance on whatthey need most, and deliver
thoughtfully with a warm,personalized note from your
agency.
I used to for skill nursingfacilities, it was called, I

(23:04):
don't know where it came from,but I followed the lead on some
national thing.
And it was a shoebox full oftoiletry stuff.
And so I would collect toiletrystuff from all over and I would
put it in individual shoeboxesand give this skill nursing
facility 20 of them.
Or assisted living typicallydidn't need it.

(23:25):
And senior centers liked that.
And it was just toiletries, itwas all the things that they
needed to go home and just havein front of them.
That's something that I did fora few years too, that really
went over well.
So sponsoring is a really greatidea this time of year.
And again, it's going to get youin front of the right people,
and you're not trying to sellanything, you're not trying to
sell your services or doanything like that.
You're really just trying tohelp, which is the whole point

(23:48):
of the holidays, is the holidayspirit.
And they'll really like that.

SPEAKER_00 (23:51):
Yeah, I personally did this.
I personally did this everyyear.
And I have to say, it you're notreally trying to sell something,
but what it did for me, I wouldcontact the social worker and
ask her if she had a residentthere at the skilled nursing
facility that doesn't havefamily.
And she would give me the nameand get all the information.

(24:14):
I remember this one lady, sheloved Elvis.
So we went and bought her allthis Elvis stuff.
And the social worker and Ireally got close over this.
And they actually called thenews station.
So we were on the news.
It was a bright spot on ourlocal news, and they talked
about our agency, how every yearwe pick a resident that needs

(24:34):
some holiday chairs.
So it was really nice, but itwas also, again, another way to
get in, create thoserelationships.
I'm not trying, of course, wewant to get business from them,
but that social worker and Iwere talking directly because
she was giving me the list ofeverything this person wanted.
So I really love doing it everyyear.
And I would dress up as an elfor whatever I wanted to do.
But I would highly recommend it.

(24:55):
It's a real healing thing to do.

SPEAKER_01 (24:58):
Plus, the social worker gets to see you in
action, see your heart, see youstick and move and what you do
when you're taking care ofsomeone.
So I love that.

SPEAKER_03 (25:07):
All right, Lisa, you're up.

SPEAKER_01 (25:09):
Okay, holiday cookie decorating event.
A huge hit.
Communities love this.
So why this works well.
So activity directors at seniorliving communities are always
looking for memorable activitiesfor their residents.
Probably their December is full,but it might not be yet.
So you still have some time tomaybe just ask around.
But I think one of the things iswhen you bring a cookie

(25:31):
decorating event to them, you'renot just marketing, you're
providing genuine value and joy.
Yes, I'm reading from the I'mreading from here.
This creates positiveassociations with your agency.
So I think if you go out, and wehave, I already created a leaf
behind for this, but you'regonna want to go and partner
with the activity director, talkwith the social worker, talk
with the director of nursing,wherever you're going out to,

(25:53):
and make sure that you'rehosting for everybody, staff,
residents, and you're includingeveryone.
You can either do this at yourlocation, having an open house
for more like for your referralpartners.
But I think that this idea hereis really more for going out to
the communities and just doingit decorating and just have fun
with it.
Post that up on socials, takelots of pictures, make it a big

(26:15):
thing, um, and use everythingthat you can repurpose for your
marketing as well for next yearand for more folks.
But things you need to bring, sopre-baked sugar cookies.
And I think I have another slidehere where there's a little more
information, but frosting inmultiple colors, sprinkles, and
you're gonna want to havenapkins, plates, all of the

(26:35):
cleanup stuff too.
And then bring festive music,bring Annette the elf, have
someone dress up and maybe justhelp you, maybe a caregiver's
there with you.
Yeah, or really one of yourtop-tier caregivers comes out
with you and helps you createthis and set up for this.
And I already mentioned all thisstuff.
I didn't when I stopped readingoff of here, I had it from
memory.
But so your December LeaveBehind Materials.

(26:57):
So December 4th, okay, so thisis like triple threat, like I
said a couple weeks back.
December 4th, which is tomorrow,is National Cookie Day, right?
So perfect time for decoratingor at least going out and like
dropping some of these thingsoff and seeing who do you want
to target to maybe host an eventlike this?
Pick a couple.
And you may strike out becauseit's already December, but it's

(27:18):
okay.
Have a couple in the mix readyto go.
December 1st through the 7th.
So this whole week is cookiecutter week.
So you could go out and maybeuse your cookie cutters to make
some cool little cookies likehere in the picture.
And then December 19th to 23rdis cookie exchange week.
So you can use this flyer againand again for all of these
different things.
Oh, we have a message here.

(27:39):
Okay, bye, Carrie.
She had to hop off.
But if you click on the linkshere, the cookie decorating
Canva template is there.
Boom, it's already pretty muchcreated for you.
You can move stuff around here.
ABC home care obviously is goingto be you.
You can decorate cookies, youcan bring the cocoa, you can
bring the marshmallows for thecocoa, whatever you need to
bring to make this eventsuccessful for you and the

(28:01):
community.
And again, you get to show offwho you are and how you kind of
stick and move and how you dealwith situations like this in
front of the social worker ordirector of nursing, depending
on where you're at.
And here's the here it is, thetriple threat.
Yep.
I'm more I was more used to thisslide.
The link is trying to coordinatenow.

(28:22):
You still have some time.
And again, you could also usethis.
We did something similar to thisduring a rebrand.
Um, the rebrand happened rightaround this season.
So what we did is had an openhouse and we had all of these
things.
I even decorated the walls, likeI decorated so much, but it was
a huge success with our rebrandand inviting our referral

(28:44):
partners in to just spend sometime with them and mingle with
them and get them to see who wewere.
So you can use it for both ways.
All right, next slide.
Elf deliveries make it fun andfestive.
I want to say, does anyone knowwho these elves are?
It's all of us.
There's Valerie at the end.
She's not here right now, butcreate unforgettable moments.

(29:07):
I think they like AI's this.
I AI'd a picture and said makeus elves, and there we are.
So one of the most memorablemarketing strategies is go in
and dress as Mrs.
Claus, Mr.
Claus, an elf, something likethat, and deliver gifts, deliver
holiday treats.
It could be cookies, it could bethe flyers that I was just
talking about, small littlegifts for residents.

(29:29):
You can go to the Dollar Treeand find some pretty cute stuff
there.
Yeah.
It could be ornaments from theDollar Tree and you're giving
each person an ornament to goand decorate the community tree,
little things like that.
Or again, I think Don mentionedthis earlier, but little
personalized cards or thinkingnotes.
This is fun, it's unf it'sunforgettable, it's amazing.
You're gonna really connect withpeople and they're gonna see

(29:51):
it's not all serious business,but you're really connecting,
you're having a good time withit, you're enjoying life and
your job.
So it would be really cute.
I want to see some pictures,Annette, uh of you as an elf.

SPEAKER_00 (30:02):
I was gonna say you don't really have to go all out,
but you can go to the dollarstore.
They have little headbands andcute things.
You can wear a Christmas sweaterand ugly quiz.
You could do anything.
If you go out festive, you know,they love it, it's be a little
festive.

SPEAKER_01 (30:17):
They have the little light up noses right now.
They put one of the necklacesthat light up.
And they have really cool lightup ties too, you could just wear
just to be really cute.
But yeah, definitely anythinglike that.
Just a hat, I was thinking too.
But hey, they even have earsnow, like elf ears.
All right, offer to read holidaystories to residents.

(30:37):
How cute is this?
So bring out a book that reallywould just create some
nostalgia, like the night beforeChristmas, and read it.
Sit down, plan this, of course,ask for permission, sit down on
one of the happy hour eveningsor something like that, and just
grab a book.
Maybe you provide hot cocoa orsomething like that as well.

(30:57):
Of course, make it holiday, makeit feel good and festive, make
it feel warm, but read a book.
I think that is the cutest ideaever.

SPEAKER_03 (31:05):
Something we did, Lisa, was we brought children
from my kids' school.
And the kids sat down and readthe seniors.
Yes, that is they absolutelylove that.
We brought a Girl Scout trooponce I brought kids from their
school, like just different.
And they like to get out and dosomething fun too during the
holiday.
Nothing better than themulti-generational piece of

(31:28):
that.
So that's another if you don'twant to sit and read with them,
you could always have some kidsdo it.
They absolutely love thechildren being there.

SPEAKER_01 (31:36):
Adorable.
I've actually too have taken myown children out to lots of
different places when I was inhome care, and they've got some
stories.

SPEAKER_03 (31:46):
Mine do too, yes.
The kids love it though, most ofthe time.
There's some things sometimes.
I don't know, my daughter gotcalled a cheater when she called
bingo.
It was not trivial.

SPEAKER_02 (31:55):
I remember that story actually.

SPEAKER_03 (32:01):
But most of the departments were she also ran.
We also had a professionalballet person, ballerina, in one
of the facilities, and shetaught my daughter how to spin.
And so there's good and someother things that could happen.
But the kids love it, theseniors love it.
It's a great way to do theholidays too.

SPEAKER_01 (32:18):
Yes.
100%.
Bringing the kids in is greatbecause holidays are for the
kids.
Christmas is for the kids.
All right, community presenceand outreach during the
holidays.
I'm just not used to theseslides yet.
Host the holiday senior safetyworkshop.
This is great.
You could bring your checklistin, and I don't know how much it
would apply in actual, like anassisted living, maybe, but if

(32:39):
they're getting ready to gohome, like a short-term sniff or
something like that, be a greatway to talk about safety going
home.
Sponsor crafts at communities,get on their calendar.
You could even do stuff likedonating paper and pens and
crayons and things like that.
Donating things.
You don't have to necessarily bethere to do a craft, but a lot

(33:01):
of the times they do like tohave some kind of hands-on
someone to help.
This is it's a great way, again,for the social worker or
director of nursing to see youin action, see how you do
things.
People have to go.
Partner with local meals onwheels, another excellent way to
make sure folks are gettingtheir eating, being a resource

(33:22):
there too.
I guess getting in the home andseeing if someone isn't eating
regularly, or like you said,expired foods and things like
that.
That's one way where you canstart if there's no like next of
kin or someone to speak with,but partnering with local meals
on wheels is great.
And or organize a food or coatdrive, or like you said, the
shoebox idea.
That's a great, that's a greatway.
There's another one that's ashoe box.

(33:43):
I forget who does it, but it'sshoebox for kids.
And you go and you pick a kidand you pick the gender and age,
and then you go buy gifts andput them in a shoebox and wrap
the shoebox up.
I forget who it is right now,but it's a great way to make
sure that everyone getssomething burnt for Christmas
and for the holiday.
So all of these are reallygreat.
Do you guys have anything to addto this?

SPEAKER_00 (34:05):
I would I did the meals on wheels.
I was gonna say I contacted ourlocal meals on wheels and we did
a flyer.
They would deliver the mealsevery week, and they allowed
different agencies or companiesto put a flyer in with a little
snack.
So we put a flyer with all ouragencies' information, and this
would be great doing it atChristmas time and doing the

(34:25):
holiday checklist.
But these people are homebound,most of them.
I used to deliver that too.
I was a volunteer deliveringthem, and these people just sit
in their house and they don'tsee anybody.
You might uh reach somebody thatsays, wow, okay, I can get some
extra help at home.
So I think that's a great way toget your agency recognized and
what you offer to these seniorsthat are stuck at home in their

(34:47):
home, in their households.

SPEAKER_01 (34:49):
Yeah, that's yeah, I want to go out to every single
one of them and I don't know.
Do some caroling or I don't knowwhat, just give them a hug.
Supporting your current clientsduring the holidays.
So don't forget about thosefolks that we already are
engaged with during the holidayseason, holiday decorating

(35:09):
assistance.
This kind of ties into the fourleave behinds that are like the
elf, the four weeks ofChristmas.
So week one is like holidaydecorating.
Who's gonna put up the the staron the top of the tree?
Definitely not the senior.
We're gonna do that, orsomething that's safe,
obviously.
Shopping.
They still want to go shoppingor give you a list to go

(35:32):
shopping, but they still want togo shopping.
They want help with the giftwrapping, they want to go and
take the packages to send totheir grandchildren to the post
office.
And do they want to go andworship that day?
There's different times the dayof Christmas, the day before
Christmas, calling family,getting in touch with family
that they haven't talked to in alittle while, and doing like a

(35:53):
Zoom or something like that,FaceTime, holiday wellness
checks, of course.
Let's check in on make sure ifyou haven't heard from someone
or they're canceling shifts,just make sure that they're
okay.
Do a pop-in, do a pop-in andmake sure check in with family
if you have access to thefamily, the special holiday
meals.
A lot of the time you can helpthem prepare at home, but a lot
of the time too, likeThanksgiving.

(36:14):
We used to, there was onecompany I was working for where
we did a Thanksgiving meal wherecaregivers and clients were
invited in.
And a lot of the time thecaregiver and the client would
come together.
So you could do something likethat too.
You still have time to be ableto organize something like that
as well.
But just taking care of them isa great way to show that you
care, not just about the newbiz, but the current biz too.

(36:36):
And then these are the leavebehinds I was talking about.
Home care for the holidays.
If you don't talk about it,people won't know what you do or
what it includes.
So here I like to mention herethat caregivers can help with
nutritious meals.
Yeah, I know the cookies aren'tnutritious, but it's just, or
maybe they are.
Just talking about that.
Your social workers and familiesneed to know that you can help

(36:59):
with these things.
Again and again, I rememberpeople when I would say we can
do meal prep, they would belike, Oh my god, you can?
Yay! So I always want to try tomention all of those things
because you know, social workersand they know what you do, but
they don't know all of thedetails within, right?
Here again, number two, Decemberweek two.
Here's wrapping gifts and postoffice trips.

(37:20):
People love that.
I know lots of seniors who loveto still go and do that shopping
and find things for their familyand then send it off.
The next one.
This one, I guess I justbasically talked about this one
too.
Who's gonna put the star on thetree?
We can help with that.
We can help with all theselittle things.
Sleepless nights, maybe we havesomeone who can be around the

(37:42):
clock with you to make thingsjust calm.
The holidays can bring up somepast anxieties and other things.
And so having someone therereally can help.
So use those.
You can change those.
Remember, you just go in, clickon these file, make a copy.
That copy is yours to createwhatever you'd like.
But really, all you have to dois change the logo and the

(38:04):
contact information, and it'ssuper duper easy.

SPEAKER_00 (38:07):
Okay, great.
All right, we've got our salestraining slide.
Uh, we have a lot of people onthe call today that are in our
sales training.
So just a reminder here, we haveclasses every month.
We still have room in ourDecember 10th class and our
January classes.
We will soon be adding ourFebruary classes, 12 weeks, once

(38:30):
a week, an hour via Zoom.
We have the classes are great.
I just had somebody thatfinished week 12 today.
He said a social worker calledhim and gave him four referrals
yesterday.
We try and we teach you, Dawn,myself, and Lisa, we were boots
on the ground.
We did marketing, we know whatworks, and it's making those

(38:50):
relationships.
And we try to teach you all thetips and tricks to make you
successful.
So if you're interested, pleaselet us know.
We still have room left in thesedates.

SPEAKER_03 (38:59):
And I always like to say Annette moves the class when
there's a holiday.
So just keep that in mind.
September 10th doesn't meanyou're gonna be in class.
So she's real good about movingthings around.
So yeah, it's a great class.
We've got lots and lots oftestimonials on our website.
I think there's probably 60 ormore now of people who've taken

(39:19):
the class and really it's reallyhelped them get those referrals.

SPEAKER_00 (39:22):
Actually, I think Anthony, you're right there.
I'm not gonna call you out, buthe's the one that just sent in
for referrals.
Yay, Anthony.

SPEAKER_01 (39:31):
I made him tell the story again because I came in
just a little late.
Usually on the week 12, I'llcome in and pop in just to see
how everything went.
And I made him tell the storyagain because I was like, four
same social worker, hallelujah.
What did you want to call?

SPEAKER_00 (39:45):
That's that might be a record.
That's fabulous.
Amazing.
Great job.
Okay, so now we've got the homecare marketing story.
We'll see everybody in a coupleweeks, and hope you guys have a
great rest of your day.
Bye, everyone.
Bye bye.
Bye, everybody.
Take care.

SPEAKER_01 (40:03):
Thank you.

SPEAKER_00 (40:05):
Thank you.

SPEAKER_03 (40:06):
Bye bye.
Thank you, everyone.
Have a good day.
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