WHAT TOUSE

WHEN ITCOUNTS

Become the Trusted Solution.

Caring Senior Service ToolKit

?

ESTABLISH CREDIBILITYPrinted Collateral & Educational Materials

• Business Card• Bi-fold• GreatCare Booklet• Caring Options Magazine• Care Coordination Form• Home Safety Assessment

MAKE A CONNECTION Information (External and Internal)

• Caring News• Caring Gardens• Caring Views Blog• Caring Updates• Healthcare Observances• Marketing Advocate

MAINTAIN LOYALTY Correspondence & Promotional Items

• Thank You Cards• Foil 20th Anniversary Labels• Pocket Folders• Sticky Pads• Pens

PURSUE GROWTHSpecial Order Items

• Table Skirt• GreatCare Poster• Main Poster

• Personal Assistance Service Flyer• Caregiver Training Flyer• Transition Services Flyer• 10 Signs Flyer• Product Flyer

• CaringSeniorService.com• The Hub• (my blog)• Caring Senior Service on Facebook• Caring Senior Service on Twitter

• 20th Anniversary Gift Packs• 20th Anniversary Tissue Box Covers• Tote Bags• Seeded Flower Cards

• Banners and Stands• Car Magnet

This marketing toolkit has been developed by Caring Senior Service to assist you in your market-ing efforts by providing you with quick access to practical information about our marketing tools. The tools that are included consist of printed collateral and education materials, e-information (external and internal), correspondence and promotional items and special order items. These tools, unique to our marketing strategy have been created through many years of homecare experience and ongoing research and are used to help educate your communities about Car-ing. Understanding when and how to utilize and deliver each one of these tools in the field will allow you to accurately convey our message to referral sources, clients and the community.

Our Marketing ToolKit

What is it?The business card is one of the most valu-able and effective networking tools in the ToolKit and is the first piece of collateral that you hand to a referral source. It tells others who you are, what you do, the name of your company and provides them with your essential contact information.

How can I use it?People have to see them for them to be effective so always have plenty with you! Protect them: a worn out card speaks for itself! Your card should be handed to refer-ral sources, clients, business associates and any others you feel are important in your network whenever possible; however, when handing it to others be sure to do so at the end of the conversation and always be sure to ask them for their card first, this is a sign of respect and appreciation and will in turn illicit them to ask you for your card. If you are leaving information for others be sure to include your card and follow up with

them afterword to ensure they received the information.

Results?A simple, compact and cost-effective tool that reinforces your message while con-tinuing to speak for you for hours, weeks, months and even years after leaving your possession.

Business CardESTABLISH CREDIBILITYPrinted Collateral and Educational Materials

Like any tool, the business card should be used appropriately and carefully. Simply by putting your business card in as many hands as possible before you’ve established value will not be effective. Using it to exchange business cards with others in your network is key, but remember you can’t just trade cards without talking to them first. Before you offer someone a card ask for their card first! This is a sign of appreciation and will normally result in you being asked for yours.

What is it?The bi-fold is a Referral Source Education tool. Next to the business card it is the most used tool in our ToolKit. It is designed as an educational tool specifically to tell people our story without overwhelming them. It is vi-sually enticing and informative while provid-ing a compact way to explain who we are, who we serve, how well we do it and where we can be found.

How can I use it?This tool is primarily used as an introduction tool during the first meeting with a referral source. When presenting the brochure do not hand it to the referral source. Instead, hold it away from the referral source at chest level, open it and while pointing, list some of the services we provide. Then, talk about our GreatCareTM method and its ad-vantages, followed up by an explanation of the conditions we have worked with in the past. Close it, turn it over and while point-ing out our locations let them know that you are a local business backed by a great national corporation.

Results?A brochure that stands out among the others; not just because of its size, but also as an informative, multi-purpose marketing piece that can be used by Referral Sources as well as clients

Bi-Fold BrochureESTABLISH CREDIBILITYPrinted Collateral and Educational Materials

Generally used for introductions, the brochure is one of the most versatile and important marketing tools we have. Used in conjunction with many other education visits the brochure reinforces multiple aspects of GreatCare. Created larger than other brochures, our bi-fold is meant to stand out among others.

Home.Healthy. Happy.

When family can’t be there...We can.Visit CaringSeniorService.com for more information.

Caring Senior Service Locations

ALABAMAAthens (256) 206-7002

Decatur (256) 274-4201

Huntsville (256) 278-4046

ARIZONAPhoenix (602) 944-0100

Scottsdale (480) 342-9985

ILLINOISGalesburg (309) 228-4222

MASSACHUSETTSMiddleboro (508) 946-3306

NEW JERSEYBergen County (201) 930-8888

NORTH CAROLINARaleigh/Durham (919) 386-0522

OHIODayton (937) 886-4284

Canton (330) 309-1123

TENNESSEEChattanooga (423) 826-0266

Nashville (615) 724-1488

TEXAS Amarillo (806) 223-0132

Austin (512) 310-2273

Corpus Christi (361) 883-9494

El Paso (915) 843-1119

Georgetown (512) 686-0939

Houston (281) 893-6699

Kerrville (830) 895-3111

McAllen (956) 687-9494

Midland (432) 897-1432

New Braunfels (830) 629-0509

Odessa (432) 580-6523

San Antonio (210) 227-9494

Victoria (361) 575-1117

CaringSeniorService.com

What is it?The GreatCareTM booklet is a Referral Source Education tool. It is designed to give referral sources detailed information about Caring Senior Service that sets us apart from other PAS companies as well as to outline GreatCareTM in detail.

How can I use it?After you have met the referral source and given an introduction the Great-CareTM booklet is used in a follow-up visit. This visit can be either a one to one visit or an in-service that you have scheduled. Since you spoke of GreatCareTM briefly in your initial introduction it naturally follows the introduction visit. After you present it be sure to allow for questions. Also, be sure to relate our process with theirs by showing them specific areas in the book-let and then discuss how you can both best work together.

Results?With the GreatCareTM booklet, in either a one-on-one or group setting you have a unique opportunity to spend some quality time with referral sources creating value and trust. A GreatCareTM presentation is able to provide our referral sources with the proof that we are the trusted solution.

GreatCareTM BookletESTABLISH CREDIBILITYPrinted Collateral and Educational Materials

The GreatCareTM booklet, while very effective for an in-service, is equally effective on a one-to-one basis.

What is it?Caring Options is a publication produced by Caring Senior Service twice a year that provides valuable information to readers about aging in place and how this can be their first option. It also provides refer-ral sources specific examples of how our method of providing care makes Caring Senior Service the best partnership option for them and their clients.

How can I use it?As a multi-audience piece, this is one of the most versatile tools in the kit; however, this is NOT an introduction tool. This maga-zine can be given to potential clients, it can be given to referral sources as a follow-up visit, or it can be left in doc-tor’s offices or any waiting areas you feel has high traffic volume e.g. banks, cof-fee shops, hospitals, dental offices. It can also be mailed to inquiries that did not schedule an intake, or to the addresses surrounding your last intake.

Results?By reaching a broad audience it creates great exposure for your location. Since the information is not dated, always help-ful and speaks to anyone it can speak to those in waiting rooms for you when you’re not there. Be creative!

Caring Options MagazineESTABLISH CREDIBILITYPrinted Collateral and Educational Materials

Instead of just selling our products and services, Caring Options reflects the interest, needs and lifestyles of our clients and prospects. Through education, Caring Options deliv-ers information that is of value and creates confidence and loyalty, keeping the readers best interest at heart. The information and stories are focused on the key issues related to our industry resulting in recognition of Caring Senior Service as a thought leader and industry expert.

What are they?These are all Referral Source Educational Follow-up Tools. They are designed to educate the referral source on Caring’s ability to help others in various situations.

How can I use them?As follow-up tools, these tools can be very effective at getting you in front of your refer-ral sources. Each one works independently giving you multiple opportunities to see them without repeating yourself or wasting their time. The purpose is to educate the referral source first and then for the referral source to pass them on to their clients.

Results?These are specific, informational pieces which clearly and effectively explain why we are the trusted solution. The more we educate our referral sources the greater our value and credibility which will build trust and lead to loyalty.

Flyers and ChartsESTABLISH CREDIBILITYPrinted Collateral and Educational Materials

Our flyers are designed to be used to educate the referral source after we explain their value on specific aspects of our service. Each one provides an opportunity to get in front of your referral sources multiple times helping to build a lasting and trusting relationship.

Caring Senior Service

Five Star Caregiver Continuing Education Program

Entry

Personal Care I

Personal Care II

Caring for the Elderly

Patients Rights and

Dignity

Customer Service in

Healthcare

Preventing Falls

Nutrition and

Hydration

Infection Control

Beginner

Professionalism &

Work Ethic

Understanding Sexual

Harassment

The Importance of

Activity for the Elderly

Understanding the Care

Planning Process

Understanding

Cultural Diversity

Maintaining a

Professional Distance

Feeding Your Clients

Understanding

Common Medications

Dealing with

Dizziness

Fire Prevention and

Safety

A Vital Sign Update

Chemical Hazards in

the Workplace

Passive/Active Range

of Motion Exercises

Bronze

Emotional Losses in

the Elderly

The Normal Aging

Process

Understanding

Depression

How Wounds Heal &

How You Can Help

Understanding Com-

mon Eye Disorders

Understanding

Hearing Disorders

Understanding/Support-

ing Advance Directives

Understanding Drug

Resistant Bacteria

Handling Incontinence

and UTI’s

Understanding

Diabetes

Understanding

Arthritis

Personal Safety in the

Workplace

Understanding

Fatigue

Silver

Understanding

Alzheimer’s Disease

Understanding

Parkinson’s Disease

Understanding

Ostomies/OstomyCare

The Basics of Medica-

tion Administration

Understanding

HIV/AIDS

Understanding CHF

Understanding COPD

Understanding CVA’s

Understanding Heart

Attacks

Understanding

Kidney Disease

Talking About Death

What You Should

Know About Surgery

The Effects of

Smoking

Medical Terminology &

Abbreviations

Understanding

Hospice

Understanding Asthma

Understanding Blood

Sugar

Understanding Cancer

Gold

Legal Issues for

Nursing Assistants

Healthcare Ethics

Critical Thinking Skills

Time Management

Skills

Stress Management

Skills

Being Assertive

Understanding Pain

Management

Call 210.227.9494 for more information or visit CaringSeniorService.com

Home Safety Assessment

This assessment is intended to be a general assessment and is not intended to find all safety hazards that may be present in your home. If you disagree with any findings please contact a professional inspection service to conduct a safety assessment by a licensed contractor.

Steps/Stairways/Walkways Yes No Are they in good shape? Do they have a smooth, safe surface? Are there handrails on both sides of the stairway? Are light switches located at the top and bottom of the stairs? Is there grasping space for both knuckles and fingers on railings? Are the stair treads deep enough for your whole foot? Would a ramp be feasible in any of these areas if it became necessary?

Floor SurfacesYes No

Is the surface safe? Nonslip? Any throw rugs or doormats that might slip underfoot? Is carpeting loose or torn? Are there changes in floor levels? If so, are they obvious or well marked? Do you have to step over any electric, telephone, or extension cords?

Driveway and Garage Yes No

Is there always space to park? Is it convenient to the entrance? Does the garage door open automatically?

Windows & DoorsYes No

Are windows and doors easy to open and close? Are locks sturdy and easy to operate? Do doorways accommodate a walker or wheelchair? Can you walk through the doorways easily? Is there space to maneuver while opening and closing doors? Does the front door have a view panel or peephole at the right height?

Lighting/VentilationYes No

Are there enough lights, and are they bright enough? Do you have night lights where needed? Is area well ventilated?

SafetyCare pairs monitoring technology with 24/7 emergency and medical response

services, giving seniors the ability to live alone without compromising their well-being

or incurring significant costs for institutional care. The SafetyCare Response Center is

staffed 24/7 by certified EMTs. At the same time, family members and authorized professional caregivers can ensure

the well being of loved ones with a set of monitoring features truly unique to the mar-

ket, including: Remote log-in – via a secure web or PDA interface to check on real-time

activity, Email and cell phone alerts – upon detection of activity patterns outside the

resident’s normal, everyday patterns, Optional video monitoring – authorized individu-

als can monitor the home in real-time via one or more live camera feeds, as well as set

up event-triggered recording rules to capture video clips of relevant activity which can

be emailed to caregivers, Seamless installation of wireless technology that does not

need to be integrated with a broadband connection or the telephone system.

SafetyCare

Take Control. Stay Safe at Home.Discover how our Emergency Response, Daily Activity Management and Home Care Management

products give you the control you need to live healthy, happy and at home.

QuietCare The QuietCare® system provides 24/7 coverage that lets seniors maintain

safe, independent living. Through patented and proven technology, QuietCare

provides early detection and warning of emergencies by identifying potentially

dangerous changes in behavior and conditions. QuietCare’s small activity sensors, positioned strategically throughout the

home, report a senior’s activities of daily living that are key to their well being.

QuietCare guards safety, too. It’s the only system that automatically generates

alerts for common potential emergencies such as possible bathroom falls, no

morning activity or extreme household temperatures.

Caring Senior Service Home Safety Care Technologies

Guardian Alert 911 enables seniors to talk directly through the world’s only 2-way emergency

pendant communicator to a 911 emergency operator at the push of a button. The pendant

can be comfortably worn around the neck, clipped on a belt, or carried in a pocket at all times. The pendant has a 600 foot range and is splash resistant. No charging is necessary and

the in cluded alkaline battery lasts 1 year in standby mode or for up to 30 minutes of talk

time. Guardian Alert 911 is a one time purchase and there are no monitoring fees, no ser-

vice charges, and no contracts ever. Guardian Alert 911 installs in minutes with no tools

required.

Guardian Alert 911

EMERGENCY RESPONSE

Call us at XXX.XXX.XXXX Visit us online at CaringSeniorService.com

Stay healthy, happy and home

with our Transition Services.

Our Transition Services features six hours of our regular in-homes services in manageable two-

hour increments for only $99. We want to make it effortless for you or your loved one to return to their

residence after a facility discharge. With our Transition Services, you’ll receive:

. Transportation

. Pharmacy Trips

. Shopping. Clean and Prepare home

. A client care consultation and home safety assessment prior to receiving services.

In addition, we will notify the Case Manager/Discharge Planner of the transition outcome and will visit

or call the client every week for the next 3 months to check their progress.

We have been assisting seniors at home for over 18 years and take pride in providing quality senior

homecare for a variety of lifestyle needs:

.Transportation to doctor appointments or general errands.

.Meal preparation and grocery shopping.

.Personal care such as bathing and dressing.

.Light housekeeping.

Many additional services are available. Call your local Caring Senior Service offi ce today for more

information. Lifestyles may change with age, but the ability to maintain a safe, independent life

doesn’t have to. Let us help you make aging in place your fi rst option.

Call us at XXX.XXX.XXXX or

Visit us online at

CaringSeniorService.com

©2010 All Rights Reserved. Caring Senior Service

This Special Service includes:

• Transportation

• Pharmacy Trips

• Shopping

• Clean and Prepare Home

and much more

Administrator NameAdministrator Cell

DateClient Name

Start of Care Date

Agency NamePhone #

Contact NameEmail address

Physician NamePhone #

Contact NameEmail address

DiagnosisService HoursService DaysSupervisory Schedule

Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No

Yes No

Yes No Yes No

Yes No Yes No

Yes No Yes No

Yes No

Dietary Needs:

Yes No

Agency Recommendations

Transportation & Errands

Assist with DME use

Feeding

BathingDressing

Care Coordination Form

Caregiver present overnight.

Entry Beginner Bronze Silver GoldIndividualized Service Plan

Caregiver Level

Coordinating Agencies & Physicians

Caregiver present in the evening.

Caregiver present on the weekend.

weekly 2x month 1x month

Meal Preparation

Personal Assistance Service Provided

Caregiver present during the day.

Ambulation Assistance

Medication Reminders

Exercise Program

Home Safety Assessment Suggestions

Do CSS Goals & Expected Outcome

match Coordinating Agency and/or

Physician?

Products

Light Housekeeping Quiet CareSafetyCareCS IdentityDaily Med

Delegated Nursing Directives

Goals & Expected Outcome

June 2009

Call XXX.XXX.XXXX for more information or visit CaringSeniorService.com

Additional Notes:How do they monitor caregivers?How do they create a care plan?

Are progress notes required?

1Where required.

Agency NameLicensed By The State?1

Bonded?

Insured?

Hourly Service Rate:

Additional Fees? (Wknds/Nights/Holidays)

Up Front Deposits?

Are Caregivers Trained/Screened?

Available 24/7?

Friendly/Courteous?

Transportation?

Ask the right questions when calling a Personal Assistance Service!

For more information call 806.223.0132 or Visit us online at CaringSeniorService.com

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

NoWould you or a loved one benefit from a personal

assistance service?

1. In the past year, have you fallen or been afraid of falling in your home?

Yes / No

2. Do you require assistance to prepare and eat nutritious meals?Yes / No

3. Have you been hospitalized or been to the emergency room in the past year?

Yes / No

4. Do you have any of these ailments (heart disease, stroke, COPD, osteoporosis, diabetes, arthritis )?

Yes / No

5. Do you use an assistive device to help with balance or walking?Yes / No

6. Do you sometimes miss taking medications when required?

7. Do you require assistance with personal care activities (bathing, toileting, dressing)?

9. Do you require transportation or errand assistance?

8. Are you unable to clean your house as often as you would like?

10. Is it important to you to continue to live as independently as possible in your own home?

Yes / No

Yes / No

Yes / No

Yes / No

Yes / No

If you answered ‘yes’ to 2 or more of the above questions your safety may be at risk. For more information about personal assistance service, call us today.

CaringSeniorService.com

Phoenix (602) 944-0100Scottsdale (480) 342-9985

MAKE A CONNECTIONE-information (External and Internal)

What are they?These are both internal and external educa-tional tools which serve all our customers. Inter-nally these tools keep you abreast of current industry news and company information which helps get you in front of a referral source. Ex-ternally, these tools provide others with industry news, highlights and tips which help create new opportunities for building value, trust and loyalty.

How can I use them?Share the information! The internal newsletter may have information regarding our successful caregiver training program while Caring Gar-dens and the Caring Views Blog provide infor-mation to our clients that they should be aware of. The Healthcare Observances and Marketing Advocate also highlight specific items of inter-est for your referral sources.

Results?Highlighting this information helps you with ad-ditional exposure that helps build credibility,

Newsletters and Blogs

By bringing attention to an article and asking if they had a chance to read it creates anoth-er opportunity to get in front of your referral sources. Talking with them about the article and explaining it in further detail helps build your relationship, create additional value and provides you with the opportunity to be the industry expert.

MAKE A CONNECTIONInformation (External and Internal)

What are they?These are mass informational pieces designed to create exposure for Caring and to help ad-vance the understanding of our services, prod-ucts and education to the general population.

How can I use them?The main website provides the general pub-lic with the opportunity to see us and to read about us. Keeping up-to-date with the site and sharing the various news pieces we have posted are excellent ways to communicate our mes-sage. The social media outlets can also be used as marketing opportunities, information gather-ing tools, general networking and as a way to reach out to the community, referral sources, clients and their families.

Results?The website has a far-reaching and global exposure aspect, while the social media oppor-tunities, such as Facebook are networking tools that reach a select group of people and can rapidly expand your network on a global scale.

The Web and Social Media

Marketing through social media requires ongoing involvement. Your social media presence is established through continued diligence, social networking and relationship building. By marketing yourself as an indus-try expert and promoting your business as an industry leader you can greatly improve your exposure.

fold line

Home.Healthy. Happy.

CaringSeniorService.com

Since 1991, Caring has been dedicated to making positive changes in the

lives of others by providing trusted service and support as loved ones age.

Change is good. . .Discover how our services and safe care products can change your life by keeping you healthy, happy and at home.

Personal CareMeal Prepration

TransportationMed Reminders

Medical AlertsLight Cleaning

Respite CareErrand Service

MAINTAIN LOYALTYWhat are they?Made up of gifts and cards, these are items that say, “thank you,” and help keep you on the top of their mind.

How can I use them?These are used as follow-up tools. After receiving a referral, regardless if they became a client send a thank you card. Everyone apperciates receiving thank you cards. For a referral source that has been sending repeat referrals a small gift may be in order such as a tote bag or pen.

Results?Letting them know you care is priceless and will add to your credibility and aid in creating loyalty.

Correspondence and Promotional Items

You do not have to give any gifts when you are out marketing. Promo-tional items and gifts are designed as appreciation items. You can send a thank you card at anytime, but save the gifts for special occasions. Occa-sions such as receiving your first refer-ral from a referral source or during a holiday or special occasion for those who have been loyal partners.

Caring Senior Service

From your family at

Caring Senior Service

From your family at

PURSUE GROWTHWhat are they?These items are designed to be ordered and use by franchise owners. Corporate owned locations inquire by contacting the corporate office.

How can I use them?The table skirt, posters and banners can be used in the office, while the banners with stands can be used at a convention or at a trade show creating dynamic displays. Also, advertise wherever you go with magnets that can be attached to the side of your vehicle creating a moving billboard.

Results?These items provide you with the ability to reach large groups of people through market-ing events such as trade shows as well as daily

Special Order Items

There are no second chances at first impressions! With only 3-5 seconds to catch a persons attention, using banners, professional displays are the most important aspects of a successful exhibit.

■ Personal Care■ Transportation■ Meal Preparation■ Light Housekeeping■ NO HIDDEN FEES

XXX .XXX .XXXXCaringSeniorService.com

Assisted Living in Your Home

LOYALTY

CONNECTION

CREDIBILITY

Your Referral Service Management Team is just a click away.

210.757.4650 Ext 205cssmarketing@caringinc.com

Repeat Referrals