This module emphasizes the importance of Client Relationship Management (CRM) in a home care agency. It parallels the strategies used to manage personnel with those needed to build and maintain strong relationships with clients. Key practices include maintaining regular communication, conducting satisfaction surveys, and showing genuine care by remembering important dates and personal preferences.

The module also highlights the need to set boundaries, ensure accurate and empathetic communication, and proactively address client concerns. Effective CRM not only retains clients but also generates referrals, contributing significantly to business growth.

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