For Home Health & Senior Care

Which channels produced paying clients?

Match started clients and the hours they bill over months to the campaigns, referrals and discharge planners that produced them.

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The blind spot

What's actually happening

A home care client bills for months. Measuring acquisition against a first week of service makes every channel look like a loss.

Treatment revenue, not enquiries

Rank channels by the revenue they produced, so one high-value case outweighs a page of enquiries.

Patients decide slowly

A consultation this quarter and treatment the next still credits the campaign behind it.

Nothing inferred about a patient

Only exact matches count automatically; no diagnosis or clinical data is ever needed.

The number you can take into a budget meeting

Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.

FY2026
Total revenue $900,000
Attributed to a channel $531,000 59% of revenue
Average deal $3,840
Match rate 76%
ChannelSalesRevenueShare
Google Ads54$207,000
Discharge referral66$252,000
Meta Ads19$72,000
Direct / Unknown97$369,000

The client bills for months, so that is the unit

A client on twenty hours a week for eight months is worth tens of thousands of dollars. Judged on the first invoice, the channel that produced them appears unaffordable and gets cut.

Because the match is on the client, every week of billing credits the original channel — which is the only ranking that reflects the actual economics of the service.

Discharge planners and case managers are the largest channel

Hospital discharge, case managers and physician offices produce a large share of clients, and agencies almost never know which of those relationships is actually working.

A referral list uploaded as a source file ranks them on billed care, which tells the community liaison team where to spend their week.

What changes when you can prove it

You stop defending the budget and start growing it

"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.

You can cut the wrong channel without a fight

Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.

Your reporting survives the finance review

Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.

You answer in an afternoon, not a quarter

Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.

What home health & senior care usually push back on

Families decide under pressure and quickly.

Which the report handles fine. What matters is that billed care, not enquiries, decides the ranking.

Most clients come through referral.

Upload the referral list as a source file and it ranks alongside paid channels on billed revenue.

Our clients are vulnerable and their data is sensitive.

Only a contact detail, an amount and a date are needed. No care plan, no medical information.

Pricing

Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most home health & senior care land on Growth.

Starter

A single business getting started

$49/mo

billed monthly

  • 1 workspace · 1 seat
  • 500 sales records / month
  • 6-month saved history
  • Phone + email matching with confidence tiers
  • Assisted column mapping
  • Your logo on every report
  • CSV export

Enterprise

One business closing at volume

$499/mo

billed monthly

  • 1 workspace · 10 seats
  • 25,000 sales records / month (+$49 per 10,000)
  • 24-month history
  • Campaign drill-down and period comparison
  • Your logo on every report
  • Roles, permissions and guided onboarding

Agency

Reporting on many clients at once

$799/mo

billed monthly

  • 10 client workspaces (+$25/mo each)
  • 10 seats
  • 10,000 sales records / month per workspace
  • 24-month history
  • White-label reports — our mark removed entirely
  • Roles, permissions and guided onboarding

Questions home health & senior care ask

Started clients or billed revenue: a client or family contact email or phone, the amount, and a date.

Stop guessing which ads pay off.

Upload two exports and see your real revenue by channel in minutes. Three days free, no card.

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