One of the biggest invisible pain points in the “not yet” stage is coordination. Adult children juggle appointments, medications, and household tasks across group texts, notebooks, and shared Google Docs—on top of long-distance siblings, family conflict, and the emotional weight of accepting that your parent needs help. Families are often already doing the work of care, but without structure, shared information, or support.

Traditionally, home care agencies begin working with families when paid caregiver hours start. That means families who either are not ready for caregivers in the home, or who want to provide care themselves, often never make it into your “prospective client” pipeline—even though their needs are very real.

The Mariposa Reach Pre-Care Tools exists precisely for this gap. Mariposa Reach gives your agency a way to step in earlier and help families organize and coordinate care before a single billable hour is scheduled. It positions you as a trusted partner in the entire care journey—not just another vendor who “sells hours.” Even when a family never becomes a traditional home care client, you have delivered meaningful value, strengthened your reputation, and opened up a new avenue for revenue and referrals.

What is Mariposa Reach?

Mariposa Reach is a stand-alone, care coordination and family engagement platform that bridges the gap between pre-care and active care delivery—the space where most families are quietly struggling. It sits alongside whatever scheduling or home care software you use today, creating a dedicated digital “home base” for families who are exploring care, organizing and initial care plan, and sharing often trying to “do it themselves” for as long as possible.

Within Reach, you can invite the prospect and their “Care Circle” team—siblings, spouse, close friends, and other key stakeholders—into a shared, secure environment where everyone can see the plan, notes, goals, and tasks in one place. Instead of scattered texts and emails, you give them a centralized hub that makes the situation feel more manageable and keeps your agency at the center of that experience.

As a home care agency, you can decide how to leverage Mariposa Reach. There are two primary ways to structure your Pre-Care Program:

• Offer Reach as a value-add tool for your prospects, free of charge
• Layer in additional support elements—such as monthly check-ins, care-plan development, and as needed care-coordination support—for a monthly Pre-Care Program fee

Approach 1: Convert “Not Yet” Prospects into “Yes” Clients

In Approach 1, you use Mariposa Reach to offer differentiated value to your “not yet” prospects so they stay actively engaged with your agency, even before they start services. Here is how that looks in practice:

• Set up a Care Circle
  After the intake call, you create a Care Circle for “Mrs. Johnson” and invite her adult children to join. Inside Reach, they can see basic profile information, add their own notes, upload documents, and track questions or concerns in one shared space.
• Start an initial care plan
  Together with the family, you can collaborate in creating a “Care Assessment ” that outlines routines, preferences, safety risks, and early goals—long before formal shifts are scheduled. The family sees that you understand their loved one as a person, not just a case.
• Use secure messaging instead of endless email chains
  When the “lead” family member has a question about fall risks, medications, or how to handle a difficult conversation with Dad, they can message your team securely in Reach. Your staff can respond with short guidance, links to resources, and quick check-ins—visible to the entire Care Circle so everyone stays aligned.
• Share calendars and tasks
  The family can coordinate who is visiting when, who is managing appointments, and where the gaps are. As those gaps become clearer, your team has a natural opening to suggest where your agency caregiver could step in to reduce stress and keep their loved one safe at home.

From the family’s point of view, they are already “working with” your agency—just without paid hours yet. When the moment comes that they need more help—after a fall, a hospitalization, or even family caregiver burnout—there is no more “shopping around.” Your agency is already the default choice, and they can request caregiver shifts directly from within Mariposa Reach.

Agencies that invest in pre-care support like this typically see:

• Higher conversion rates from initial inquiry to paying client
• Faster time from “yes” to start of care, because much of the groundwork is already done
• Stronger loyalty and longer length of service, because trust and understanding were built early

By combining a thoughtful nurture process with a platform like Mariposa Reach, you:

• Differentiate your agency in a crowded market by offering a structured, named Pre-Care Program instead of just a brochure and a quote
• Reduce “leakage” of good inquiries to competitors because your agency remains visible, helpful, and easy to work with throughout the decision-making process
• Enter the start-of-care phase with a clearer, richer picture of the client and family, leading to better care planning, better caregiver matches, and higher retention

Approach 2: Further Formalize and Monetize Your Pre-Care Program

In Approach 2, you take everything in Approach 1 and turn it into a formal program your agency can sustainably offer and grow. This means putting structure—and a reasonable monthly fee—around the pre-care, care coordination and other “hand-holding” expertise you already provide.

Your formal Pre-Care Program includes the digital components powered by Mariposa Reach and adds in-person or higher-touch elements including:

• Monthly in-person or virtual check-ins
  Your team meets periodically with the family and their loved one to review what is working, identify any new risks, and make updates to the care plan. These visits help ensure that care activities are being delivered as expected and that the senior is being sufficiently supported, even when family members are the primary caregivers.
• Proactive care coaching and coordination
  You can offer guidance on how the family divides responsibilities, how to prepare for upcoming medical appointments, and what to watch for as needs change. Reach becomes the hub where plans, tasks, and notes live, while your team provides the expert layer of interpretation and guidance.
• A set of respite hours
  You may choose to include a small bundle of caregiver hours in the Pre-Care Program package—for example, a few hours each month to give family caregivers a break. These respite visits also help the senior and family “test drive” having a professional caregiver in the home in a low-pressure way.

With either approach, you transform the moment when a prospect says, “We’re not ready yet” into a new kind of yes: “That’s okay—let’s start with Pre-Care.”

Instead of closing the file or setting a generic reminder to “follow up in a few weeks,” your team can confidently offer a clear next step that:

• Meets families where they are today
• Keeps your agency actively involved and top of mind
• Creates a smoother, less stressful path into traditional home care when they are ready

Questions or comments about how a Pre-Care Program could look for your agency? We would love to connect to help you tailor a Reach enabled pre-care program that best fits your intake workflow, staff capacity, and growth goals. Please “reach” out at [email protected].

Team Mariposa