Besides sharing a personal and business life together, Heather and Aaron Goodwin share a clear-eyed look at what it takes to build a family-owned agency. Heather and Aaron co-own Peak Medical Home Care, a medical home care agency founded in 1981 and currently operating across 14 counties in Illinois.
They joined me on the Growth Operator podcast to discuss how they moved from a reactive reorganization without a roadmap in 2020 to a team-driven operation. Today they run four offices, serve 125+ clients, and target 13,000 care hours per month. Here are five lessons they’ve learned as they’ve scaled.
1. Stop doing everything: Build a team you can trust
“As our people brought projects or things they wanted to try, they would take ownership of them.”
Every agency owner I speak with reaches a moment where the business stops growing because they are the business. Heather and Aaron hit that wall and made a deliberate choice to get out of their own way.
“As our people brought projects or things they wanted to try, they would take ownership of them,” Aaron explained. “If it gained traction, they owned that project, which let us take a step back.”
Heather described the shift as giving their team room to experiment: “We started saying, ‘Yeah, let’s try it. Why not?’ and allow them to decipher the path on how to make it work.”
Delegating allows you to grow your team’s capabilities alongside your agency. People who own projects within the organization, who own the outcomes of those projects will be more invested in the work they do. This will net rewards for your employees and the clients you serve.
2. Caregiver retention starts on the first shift
“We felt that if we could have a care manager guide them through that process, we could build a better caregiver who is bought into our brand of quality care.”
Peak Medical addresses the caregiver turnover issue with a mentorship program for new caregivers. Given the first 90-day attrition risk, new caregivers can rely on colleagues who are a bit more seasoned to help them transition into work at the agency for their first two months. Having someone who is dedicated to support you as you ramp up on your new job goes far.
“We have our care managers go to the caregivers’ first shifts and essentially hold their hand for eight weeks so they feel safe,” Aaron said. “We felt that if we could have a care manager guide them through that process, we could build a better caregiver who is bought into our brand of quality care.”
When the agency started their mentorship program, the impact was immediate. Peak Medical saw drops in average no-call and no-shows among first-time caregivers. And, word-of-mouth spread about the program that eased new caregivers into the profession. The mentorship program worked double time as a retention tool for new hires and as a recruiting tool for those interested in working at Peak Medical.“You get a supported caregiver who tells her friends and family that we taught her how to do the job well,” Aaron added.
Seeing the program’s impact, Heather extended it further by encouraging caregivers who had been at the organization for a while to step into peer mentorship roles at client homes, extending the benefits into every day, hands-on care. When a caregiver knows a client better than anyone, their experience can become a training resource.
3. Your schedulers are the heartbeat of your agency
“It’s probably one of the most important jobs because they touch everything and are involved in everything.”
Peak Medical covers 14 counties in Illinois, the territory is so large that some care managers drive over an hour to reach a client’s home. Keeping the operation running requires schedulers who are both organized and invested in the caregiving relationship.“Our schedulers are the heartbeat of the whole company,” Aaron told me. “They’re at the core, and it’s probably one of the most important jobs because they touch everything and are involved in everything.”
Since Peak Medical has Sensi as standard of care, their schedulers manage the care alerts across the agency’s territory. That oversight role allows schedulers to pair clients with those caregivers best equipped to work with them. With this level of visibility and clinical strategy, Peak Medical’s schedulers have a edge that goes well beyond traditional scheduling.
When I asked Aaron what he looks for when they hire schedulers, he gave me his favorite interview question: “If you were an animal in the workplace, what would you be?” It sounds playful, but it tests if a candidate can think on their feet and make connections with the topic at hand.
Those are the skills a scheduler needs to successfully match 100 clients to 100 caregivers, each with their own needs and preferences.
4. Technology frees your team for the work that matters
“We explained that it actually frees them from their desks, giving them more time to go into clients’ homes or build relationships over the phone, instead of spending hours calling 20 different people because a caregiver called off.”
When Heather and Aaron introduced Sensi to their workflow, employees feared it would replace jobs. That was never the intention, senior care technology works best when it automates work or identifies pain points, so caregivers can spend time building relationships with clients.
“They initially wondered, ‘Is this going to replace my job?'” Heather said. “We explained that it actually frees them from their desks, giving them more time to go into clients’ homes or build relationships over the phone, instead of spending hours calling 20 different people because a caregiver called off.”
The results bore that out. In one case, Sensi detected a caregiver struggling with a client’s specific shower setup. The care team was immediately able to send the caregiver a targeted training video to correct the issue in real time. “A few years ago, we wouldn’t have even known they were struggling,” Heather says. “Now, we can communicate proactively and be true team members to our caregivers.”
Of course, the agency makes use of Sensi to catch early health changes: UTIs are identified before they escalate, fall risks are addressed before they happen, and cardiac events are flagged so medical professionals can intervene. This 24/7 audio-enabled care intelligence gives their medically trained staff continuous visibility, it’s something that office-based care management alone cannot provide.
5. Rapid response is a market position
“When an urgent situation comes up, we try our best to say ‘yes’ and initiate care immediately.”
A rapid response in a crowded senior care market is a differentiator. Peak Medical has a reputation for starting cases fast, often the same day a family calls following a hospital discharge or unexpected health event.
“When an urgent situation comes up, we try our best to say ‘yes’ and initiate care immediately,” Heather explained. “Whether someone had an accident or is unexpectedly discharged from the hospital, they might need temporary or long-term help right this second.”
That capacity to immediately say “yes” comes from their staffing strategy. Aaron explained they operate above their caregiver threshold at all times and charge an upfront service fee for emergency 24-hour setups. That service fee goes directly to the caregiver as an incentive to take urgent shifts.
It’s a unique value proposition to be able to consistently show up for clients, exactly when they need you. That’s exactly why their referral partners know they can count on Peak Medical when time is short and stakes are high. Their responsive model has also earned them a spot as a reliable go-to partner for the Veterans Administration and various grant programs.
If you want to know how Sensi supports teams in doing more of what matters, contact us for a demo.