Preparing for your Kickoff Call

Welcome! We are so happy to be working with you, and we’re eager to get started.

To make the best use of your time during the Kickoff Call we suggest preparing the items below in advance:

1. Existing Website Login Credentials
   
   1. If you have a website on Wix, Squarespace or WordPress you should have a username and password that allows you to log into the back end of your website.
      
      1. Please send us that information or have it ready for our call.
2. Domain Registrar Login
   
   1. You should own your domain (your URL) and have access to it. It is probably with GoDaddy or Network Solutions, etc..
      
      1. You’ll need your login information, and on the call, we will show you how to give us access.
3. Logo & Brand Kit 
   
   1. Logo Images
      
      1. File types = SVG, AI, EPS, PDF, PNG, JPG
   2. A list of your fonts & colors
4. Google Analytics 
   
   1. Please grant Admin Access to your GA4 property using the email below:

      analytics@homecaremarketing.com

   2. If you have your login information, we will show you how to give us access during the call
5. Google Business Profile 
   
   1. You will need your login information to your Google Business Profile
      
      1. We will show you how to add your profile to CareFunnels and give us access on the call
6. Social Media 
   
   1. Account Access to Facebook, LinkedIn, YouTube, X (formerly Twitter), Instagram
      
      1. You will need your login information and we will show you how to give us the necessary access during your first CareFunnels Training Call.
      2. Don’t worry! During the CareFunnels Training Call, we will help you connect those you cannot do alone.
7. Email Marketing Contact List
   
   1. If you are using ActiveCampaign / Mailchimp / Constant Contact etc., you may want to export a list of contacts to import into CareFunnels.
      
      1. During your Kickoff and Onboarding stages we can import this contact list for you.
8. Job Openings (Diamond Program Only) 
   
   1. Job Titles and Job descriptions you would like to advertise (if your plan includes the Career Site)
9. Team Headshots & Bios
   
   1. Please send us existing headshot pictures and bios for use on your website
10. Lead Routing Information
    
    1. Client Leads - Notification emails will be sent to your team about new Client Leads
       1. Please provide the email addresses to which the notifications should be sent.
    2. Job Applicants - Notification emails will be sent to you and your team about new Job Applicants. 
       
       1. Please provide the email addresses to which the notifications should be sent.
11. Service Offerings
    
    1. A list of home care and/or home health care services offered.
    2. If this is already displayed on your existing website you can ignore this step.
12. Service Area
    
    1. List the top 5 areas/cities included in your service area where you want to find clients.
    2. If this is already displayed on your existing website you can ignore this step.
13. Choose a Website Theme
    
    1. If your marketing program will include a new website build, please make your theme selection. 
       1. Click here to review and choose a Theme

That’s it! After getting these details together, schedule your Kickoff Call TODAY!