Jason Chagnon
Co-Founder & CEO

Will Intake Become Your Biggest Growth Lever in 2026?

Reading time - 7 minutes

The Caregiver I Grew Up With

My mother would never describe herself as doing anything extraordinary. When I was eight years old, she was in college and working as a caregiver. At least, that is what I understand now. Back then I did not think of it as a job. I thought we were visiting a family friend.

I would go with her. I would sit in a living room that felt quieter than most. My mother listened more than she spoke. She noticed small things. She helped in ways that did not call attention to themselves. There was no sense of urgency, no sense of transaction. It felt natural, personal, almost invisible in how ordinary it seemed.

To me, this was just my mom being who she was. Years later, I finally understood what I could not see then. This was professional home care. She worked for an agency. She had responsibilities, training, and accountability. What felt informal was intentional. What felt personal was professional. The calm I remember was not accidental. It was care delivered with presence and respect.

Why the First Call Matters in the Home Care Intake Process

That realization shaped how I see this industry. Home care does not enter people’s lives at convenient moments. Families reach out when they are tired, worried, and unsure what to do next. They are not shopping. They are searching for reassurance. They are hoping someone will make sense of a situation that suddenly feels heavy.

That is what makes home care different. It is deeply personal, even when it’s structured. The work happens inside people’s routines and private moments. Trust is not a feature. It is the foundation. And that is why the very first conversation matters so much.

When families call an agency, they are not simply asking for information. They are asking a quieter question. “Can you help me decide what to do next?” When intake is handled well, families feel supported. When it is handled poorly, something quieter and sadder happens.

The Intake Mirage

Most intake conversations are kind. Staff care. They listen. They answer questions. On the surface, everything sounds right. But kindness without direction leaves families carrying the same uncertainty they had before they called. When a conversation ends without a next step, families rarely feel rejected. They feel temporarily relieved, then confused, then alone again. The call fades away. Not because it was bad, but because it did not move anything forward.

This is what I call the Intake Mirage. From inside the agency it feels compassionate and complete. From the family’s perspective, nothing changed. The agency believes it helped. The family is still deciding. And that is the quiet cost.

This is not an isolated situation. Over the years I have listened to thousands of calls from home care agencies and far too many follow this same pattern. The details change, but the outcome repeats itself. A family reaches out in crisis. A message comes in after hours. A call is missed or returned too late.

This is where the home care intake process often breaks down—not because staff don’t care, but because there is no clear structure guiding families forward. The opportunity slips away quietly, and no one inside the agency realizes what actually happened.

A Call That Stays With Me

That is what makes the next story so impactful for me.

Several months ago I reviewed a recorded call that still bothers me. A son called an agency late in the afternoon. His mother had dementia and had wandered outside earlier that day. The family was shaken. He spoke quickly, the kind of quick that comes from fear, not impatience. He said they needed someone to help keep her safe. He said they were overwhelmed. He asked if the agency could start care right away.

The staff member who answered was polite. Warm. She asked him to hold for a moment while she checked on something. Minutes passed. When she came back she said the care manager had left for the day. She asked if the care manager could call back tomorrow morning. She did not mean it harshly. She was trying to be helpful. She did not know what else to say.

The son paused. Then he said, “Okay. I’ll figure it out.” His voice cracked. You could hear him losing confidence in real time. The call ended kindly. Respectfully. But it ended with the family still alone in their crisis.

The Silence That Follows a Missed Opportunity

When I checked the follow-up logs for the next day, the son had not called back. The care manager never reached out to him. There were no notes, no record of them choosing another provider. Just silence. That silence is the outcome no one sees. It is the quiet cost of a conversation that felt caring but left the family with nowhere to go.

What This Means for 2026

If there is one lesson I hope every agency carries into 2026, it is this: The families who reach out to you are not comparing features. They may even appear to be price shopping, but that is because they don’t know how else to make the decision. In reality, they are evaluating moments. They are judging the experience in real time. They are choosing the provider who makes them feel less alone faster than anyone else.

And the truth is simple. The first conversation decides everything. It decides whether the family feels guided or unsupported. It decides whether the lead strengthens or disappears. It decides whether the agency is remembered or forgotten…or worse, remembered in a poor light.

Most agencies believe this is already handled. Most believe they are responsive. Most believe they are compassionate. Yet the thousands of calls I have listened to tell a different story.

The number of missed and mishandled calls and missed opportunities is larger than anyone wants to admit. Not because people do not care. Because there is no system ensuring that care becomes action…every time. Instead there is chaos, unreliable human memory, multitasking, and the every day challenges of life.

2026 will belong to the agencies that fix this gap. The agencies that remove the delay between “I need help” and “Here is what we will do next.” The agencies that make intake a strength instead of a liability. The agencies that stop relying on assumption, and start relying on structure.

The industry does not need more noise. It needs fewer missed moments.

How Home Care Agencies Can Respond Now

Here are the three most important shifts agencies must make this year.

1. Replace good intentions with clear structure

Caring, compassionate staff are not enough. Families need direction. They need to know where they stand. Every call must be guided, intentional, and end with a clear next step. Not a suggestion. A beneficial next step. These calls need to be tracked, and followed up with.

2. Shorten the distance between inquiry and guidance

Speed is not a luxury in home care. It is survival. Response time must move from hours (or days) to minutes. Not because families are impatient, but because they are overwhelmed with options and need a solution.

3. Make intake visible, measurable, and consistent

If you cannot see your intake process clearly, you cannot improve it. The agencies that will grow in 2026 are the ones that treat intake like a core function, as part of delivering on a promise. Not an afterthought. Not a box to check. A proven process.

Looking Ahead

My hope for you in 2026 is pretty simple. I want this to be the year your agency becomes unmistakably visible to the families who need you. The year you turn uncertainty into clarity for every caller. The year your intake process stops depending on who answers the phone. The year’s growth becomes predictable because every inquiry is handled with the same care, structure, and speed every time.

Families are counting on you. And the work you do matters more than most people will ever realize.

My hope is to help you have fewer missed moments, stronger systems, and steady growth. I am grateful to share this work with you, and I look forward to supporting you as you build a more responsive, resilient, and reliable agency in 2026.

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