How to Keep More Self-Funding Clients (Starting Day One)
The first three months with a new client can determine the next three years of your business.
Whether you offer personal care, companionship services, or live-in care, those first 90 days are everything.
And yet, most home care businesses treat day 90 the same as day 1.
That’s a mistake.
Why?
After a client makes their first three payments successfully, the chances of them continuing long-term go way up.
So, the goal isn’t just waiting and hoping they stick around.
It’s about actively guiding them through those first 90 days.
Here’s how to lock in long-term trust and revenue.
Your 90-Day Client Retention Plan
Days 1–30: High-Touch Phase
- Send a warm welcome with a simple care guide.
- Make a check-in call within the first 48 hours.
- Celebrate a small “win” in the first week (like improved mood or mobility).
- Send a friendly payment reminder 3 days before the due date.
Days 31–60: Value Stacking
- Share a quick summary of the care and progress delivered.
- Highlight one specific result (e.g., “Your mother hasn’t missed a meal in 3 weeks!”)
- Preview what’s coming next month.
- Include a success story in the payment reminder.
Days 61–90: Lock-In Phase
- Schedule a quarterly review call with the family.
- Share documented wins and improvements.
- Preview the next 90 days of support.
- Attach a “progress snapshot” to the next invoice or reminder.
Bottom Line:
Don’t just remind clients to pay.
Remind them why they started paying in the first place.
Build confidence, show results, and make them feel like staying is the easy, obvious choice.
Want help building a 90-day onboarding and retention system for your home care business?
We partner with owners ready to grow or we acquire businesses to continue their growth and serve more families.