Bringing on a Cedar & Iron client isn’t about signing paperwork and scheduling visits. It’s about forming a trusted relationship, aligning on expectations, and ensuring everyone involved—client, family, and provider—feels seen, understood, and supported from day one.
This onboarding flow ensures clarity, confidence, and calm from the very first interaction.
Step-by-Step Onboarding Process
- Initial Inquiry (Client or Family)
- Quick screening for fit: availability, location, basic needs.
- Short call to introduce Cedar & Iron model and philosophy.
- Share Peace, Care, and Legacy overview PDF if interest continues.
- Discovery Conversation
- 30–45 min video or in-person meeting with client and/or key family member.
- Goal: Understand lifestyle, needs, current gaps, family dynamics.
- Walk through expectations, core principles, and how tiered service adapts over time.
- Introduce cost structure transparently—this is a long-term investment in independence.
- Fit Assessment + Recommendation
- Based on discovery, a recommendation is made for a starting tier.
- If misaligned, expectation reset or referral out is considered.
- Emphasis: It’s okay to start light and increase as needed.
- Initial Agreement & Orientation
- Agreement signed (includes scope, cadence, boundaries, coordination protocol).
- Family onboarding call scheduled (if not already done).
- First month goals captured (either by client or with family input).