The First 90‑Day Client Onboarding System: Turn a License Into Loyal Revenue

Every licensed agency feels the same squeeze after launch: payroll arrives before reliable revenue. Drawing on Scott McKenzie’s 12+ years and HCAB’s 531+ licensed agency launches, this episode delivers a field‑tested 90‑day onboarding system that treats the first client as the most important product. You’ll get a clear checklist for day‑0 to day‑90, three intake and caregiver‑match scripts that convert, two retention metrics to track weekly, and the exact compliance checkpoints that prevent early audit flags (including how Florida background‑check timelines and Texas Medicaid documentation alter intake cadence). This is practical, state‑aware work—no motivation, no fluff—designed for founders shifting from caregiver to CEO who need the operational playbook that protects payroll and builds predictable revenue in the agency’s critical first quarter.