Initial Setup Form | Home Care Digital Marketing

Let's Get Started

Fill out the form below with as much detail as you can!

(typically takes ~10 minutes to complete)

Initial Setup Form

Please answer each question to the best of your ability (some are required).

We will review your CareCompanion360 package and applicable customizations during your onboarding call.

Anything that is submitted today can always be changed later.

Let's get your info:

Full Name *

Email *

Phone *

Let's get your agency info:

Home Care Agency Name *

Main Agency Phone Number *

Website Address (if you have one) *

If you do not have a website yet, please enter "N/A".

Your Preferred Company Outgoing Email *

The email used to send emails to your clients/caregivers.

Hours Of Operation *

Please separate additional hours with a comma e.g. Monday - Friday 9am to 5pm, Saturday 9am to 2pm.

Street Address *

City *

State *

Country *

Zip Code *

Time Zone *

Upload Your Logo (the proposed size is 350px * 180px no bigger than 2.5mb)

Logo

Transparent background preferred.

Let's customize your CareCompanion360 dashboard:

Home Care Agency Owner Name *

Will be used on applicable campaigns depending on your package.

Home Care Agency Owner Title *

Notification Email *

The email you want to be notified at when you get new leads and other notifications. This can be the same as any email previously submitted. This email should be one that is monitored most frequently.

Careers Page URL (if you have one)

Where caregivers can apply to your agency.

Client Testimonial 1

Client Testimonial 1 Name

Client Testimonial 2

Client Testimonial 2 Name

Social Media and URLs

Please list all social media platforms your agency is using along with the URL to each.

Enter all Links and URLs you would like displayed on your custom Quick Links page

Your package comes with a quick links page that is similar to LinkTree. You can re-enter your socials if you want them on the Link Page as well.

Let's figure out what we need to integrate your online properties with CareCompanion360:

I have a Google Business Profile (previously GMB) set up for my business that I can access (for Google integration) *

Yes

I want to use my existing website and I have access to edit it *

Yes

Please select "No" if we are building your website for you

Review Link URL (where you want to direct people to leave reviews for your agency e.g Google, Facebook, Yelp, Care.com, etc.) *

We recommend your Google page.

We partner with a premier telephony company to enable SMS communication via CareCompanion360. Please choose your top choices for area codes for this phone number. You can also select a toll-free number.

First Choice - Area Code *

Additional Choices - Area Codes *

Call Forwarding Number *

Your main agency phone number is recommended. If the number in CareCompanion360 is called, it will forward to a number of your choice.

IMPORTANT NOTES:

We will review the use cases for this number during your onboarding call. This number does not replace any existing numbers for your agency.
Local numbers will require A2P registration before it can be used for CC360's texting capabilities (chatbot, missed call text-back, and other text-based automations).
Please reach out to your HCDM consultant if you have additional questions.

If nothing happens after clicking "SUBMIT", please scroll up and check for errors on required fields.

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