AI Workflow Audit · Home Care
Sunday night family enquiries, rotas, end-of-visit updates
A five to fifteen carer home care agency loses most of its week to repeated admin: triaging family enquiries that land outside office hours, building rotas from carer availability and client preferences, and turning visit notes into family updates. You do not need a bespoke build. You need someone who maps these workflows daily to sit with you for 45 minutes and tell you exactly which tools to install on Monday.
£750 fixed · money-back guarantee
Common bottlenecks
These are the repeated jobs every care agency runs. The audit maps where your week actually goes, then prescribes the three to seven tools that will save you the most time.
Sunday night family enquiries
New care enquiries landing at 7pm on a Sunday, sitting unread until Monday morning, and families calling Tuesday asking why no one responded. Automated triage and routing gets an acknowledgement out within an hour and the enquiry to the right care coordinator by Monday 9am.
Weekly rotas
Building rotas from carer availability, client preferences, and the three emergency callouts that landed Thursday afternoon. This takes half a day every week, and most of the routing follows the same rules every time.
End-of-visit updates
Turning carer visit notes into family updates. Four visits a day, five carers, twenty families expecting an update by end of week. The structure is identical every time, and the job takes three hours a week.
Compliance documentation
Care plans, risk assessments, and medication records that need updating every review. The content changes, but the structure and the chase process is the same every month. Most of this can be templated and automated.
What you walk away with
A 45-minute discovery call, a report prescribing three to seven off-the-shelf tools with real GBP costs and hours saved, and a 30-minute review call to walk through it.
- A week map showing where your time actually goes
- Three to seven tools, with real GBP costs and hours saved
- An effort-versus-impact matrix so you know what to do first
- A four-day quick-start plan you can run in ten minutes a day
- Money-back guarantee: 7+ hours a week found in 30 days, or a full refund
Questions, answered
What does this look like for a care agency?
Sunday night family enquiries triaged and routed to the right care coordinator, weekly rotas built from carer availability and client preferences, and end-of-visit notes turned into family updates. The audit maps where your week goes, then prescribes the tools to automate the repeated jobs.
Will this work with our care management system?
Yes. Most of the tools I prescribe sit alongside your existing systems (Care Control, CarePlanner, Person Centred Software) rather than replacing them. API integrations are possible during a build, but the audit focuses on quick wins you can install yourself first.
What is the guarantee?
If I cannot find you at least seven hours a week to reclaim within 30 days, you get a full refund. The prescriptions usually cost around £45 a month in tools.
Do we need to be technical?
No. Most of the tools I prescribe take ten minutes to set up and need no technical knowledge. The whole point is that someone who runs these systems daily translates it into plain, specific steps for your agency.
Book your audit
Forty-five minutes, a report you can act on the same week, and a guarantee that takes the risk off the table.