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10 Proven Tips to “Spring Clean” Your Agency Right Now!

Many people take time in Spring to clean and reorganize their homes after the cold winter months. As a business owner, why not do the same thing? Revisit any plans you have tried implementing for the new year, and analyze your results. See if the plans are still something that you’d like to pursue. There are many ways that you can spring clean your agency, take a look at SCBA’s Top 10 Spring Cleaning ideas!

Clean up your Website

There are always improvements that can be made to your website. Go over each page and evaluate its effectiveness. Is your call to action clear and consistent? Are you showing what you can do for your customers on the first page of your website? Ensure all of your information is up to date as well. If you have changed your phone number, social media, or anything, ensure it’s all accurate.

Go Through Policy and Procedures

Just like you have to update your website, you must also update your policies and procedures. It’s important to ensure that your policies and procedures are reviewed and updated at least annually!


Take time to run some reports to track your progress for your current year and compare your first quarter of this year with the first quarter of last year.

Digitize your Documentation

Digitizing your documentation is an essential piece of your disaster recovery plan. Digital documentation allows you to access your documents anywhere you are connected to the internet!

Organize your Emails

Take the time to create folders in your inbox and prioritize the emails according to your role in the agency. This will allow you to spend less time looking for emails, and more time doing what matters most!

Re-evaluate your Goals

Many agencies do not reevaluate their goals nearly enough. It must be an ongoing policy that you evaluate how you are doing based on the original goals you set for yourself. It’s okay to create new goals and plans for the rest of the year, so take a look now to see if you are on track!

look at your business plan

In the same vein as reevaluating your goals, looking at your business plan is an important procedure too. Ensuring it is up to date, and that you are following it is vital. Especially if you are seeking small business loans!

Review your Marketing Strategies

Evaluate how your marketing strategies are doing. Is your advertising receiving a positive ROI? Do you have a good organic social strategy? Are people engaging with your content?

Also, ensure that your client marketing is on track well. Check it to make sure your marketers are regularly visiting your top referral sources.

Revisit your Caregiver Retention Strategy

Ensure that your agency is a destination workplace and that your caregivers have tenure at your agency and are referring friends to work for you. We have tons of articles about caregiver retention if you are interested in learning more about how to put together a caregiver retention strategy. Here are our favorites below.

Review your Care Coordinators

Ensure your clients are getting regular visits from the care coordinator. This includes keeping your clients’ care plans updated and making sure the client and their families are happy with the services they’re receiving from your agency.

If your agency needs help in any of these fields or any advice on how to spring clean, contact us today at 678-340-3649 or email me at We offer a Free introductory consultation to all of our clients and provide a tailored scope of work to explain exactly what services our company will provide for your contract! We look forward to helping your agency thrive because we care!

Author: Tyler West

Tyler West is a founding partner of Senior Care Business Advisors with over 10 years of experience in personal care, home care, health care and technology. He is also a former Director of Operations for a Home Care Agency and worked in technology with ClearCare and other organizations. Additionally, he is a published author. Connect with him through Senior Care Business Advisors website,, or LinkedIn You can also reach him via email at

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