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Advisory services

Operators in the room, not just software.

We work with a small number of hospice and home health leaders on growth strategy, team structure, and competitive positioning — with ReferralFlow running underneath, so every recommendation is grounded in what is actually happening in the field.

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Where we help

Strategy, structure, and signal.

A focused engagement, led by people who have actually run post-acute growth teams.

01

Growth strategy

Where census is leaking, which referral sources are worth the effort, and how to focus a liaison team on the accounts that move volume — not the ones that feel busy.

02

Team structure

Territory design, ratios, comp, and management cadence. How to build a field team that produces signal a manager can actually act on every morning.

03

Competitive positioning

How you show up against the agency down the street. The story your liaisons tell, the sources you defend, and the openings your competitors are leaving on the table.

How it works

A focused engagement,
not a binder.

  1. 01
    We get the real picture
    ReferralFlow runs underneath your team, so we work from actual field activity — not a self-reported snapshot.
  2. 02
    We work the problem with you
    Strategy, territory, and positioning decisions made in the room with your leaders, grounded in the signal.
  3. 03
    We stay until it sticks
    A small number of clients at a time means we are close enough to see whether the changes actually moved referrals.

Who this is for

  • Hospice and home health leaders accountable for census and growth
  • Teams standing up or rebuilding a field liaison function
  • Operators consolidating multiple locations or territories
  • PE-backed groups that need growth to be a system, not a personality

Want operators in the room?

We take on a small number of advisory clients at a time. Tell us about your team and we will see if it is a fit.

Talk to an operator