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📥 Inquiry Tracking Tool & Intake Script Template
Turn Every Call Into a Client.
Don’t let another inquiry slip through the cracks. This free downloadable toolkit gives your team the structure and language needed to capture, qualify, and convert every lead.
 
What’s Included:
✅ Inquiry Tracking Tool (Excel Format)
Track every call, email, referral, or walk-in with this easy-to-use intake log. Includes columns for source, urgency, follow-up, and assessment status.
✅ Intake Script Template (Word Format)
A ready-to-use intake script designed for home care agencies. Helps your team build trust, ask the right questions, and confidently schedule assessments.
 
Perfect For:
  • Intake staff & schedulers
  • Office managers & administrators
  • Home care owners improving front-end conversion
  • Teams that want to stop leaving money on the table
 
Download today for free and turn every call into a client!

📥 Inquiry Tracking Tool & Intake Script Template

$0.00Price

  • File Format:

    • Inquiry Tracking Tool: Excel (.xlsx)

    • Intake Script Template: Word Document (.docx)

    License & Usage:

    ✅ Free for Personal and Internal Business Use

    ❌ Not for resale or redistribution without written permission

    You may customize the tools for use within your own home care agency or organization.

    Support:
    If you have questions or need help implementing these tools, feel free to contact us. We’re here to support your agency’s success.

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