Caregiver 90-Day Retention System

Most caregivers who quit leave before day 90. This system helps you stay connected with each new caregiver through those first 90 days.

What is inside

• The Caregiver Retention Field Guide (12 pages). Covers the cost of early departures, why caregivers leave early, and how the mentor, schedule promise, and six check-ins work together.
• Caregiver 90-Day Retention Tracker. Tracks every new hire through the first 90 days, records all six check-ins, calculates your survival rate by recruiter, and shows the cost of early departures. Works in Excel or Google Sheets.
• Caregiver 90-Day Check-In Scripts and Templates. Scripts for the first shift call, visit 3 debrief, week 1 schedule check, and day 30, 60, and 90 conversations. Also includes the mentor sheet, stability commitments, going-quiet list, and early exit conversation. Editable Word document.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Where to begin

• Begin with the Caregiver Retention Field Guide. It explains how the mentor, schedule promise, and six check-ins fit together.
• Add every new hire to the tracker. Follow each caregiver through the first 90 days, record the six check-ins, and calculate your survival rate by recruiter.
• Use the scripts for each check-in. They cover the first shift call, visit 3 debrief, week 1 schedule check, and day 30, 60, and 90 conversations.

Who this is for and other options

Built for

• A home care agency owner or administrator focused on keeping caregivers through their first 90 days.
• A home care operator who wants to follow every new hire through the period when most caregivers are lost.

If you are looking for

• The complete Home Care HR System. It brings hiring, the first 90 days, shift coverage, pay, turnover cost, and credentials together as one operation under one product license. This kit is one of the six included in the system.
• For the hiring process, the Caregiver Hiring Kit includes a weighted interview scorecard, an applicant pipeline that calculates days to first shift, and scripts from phone screen to offer call.

Before you buy

What format is it and can I edit it?

A 12-page PDF field guide, an editable Word file, and an Excel workbook, with a Google Sheets guide included. The Word and Excel files are editable. General information, not legal or tax advice. One-time purchase.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

Your download link appears immediately after checkout. Your email receipt includes the same link. Open Start Here, then the Caregiver Retention Field Guide to see how the mentor, schedule promise, and six check-ins fit together. For questions or help getting set up, email support@truestephr.com.

How this is built. Every TrueStep HR tool carries a date and is released under the published TrueStep HR standard. A generic template gives you a starting point. This kit gives you a working system with the exact scripts and a recalculating workbook, ready to use the same hour you download it.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This system is a caregiver retention field guide, a 90-day retention tracker, and the check-in scripts and templates in Word and PDF for running a new caregiver’s first 90 days. It is general HR information, not legal advice, so have your attendance, pay, and separation decisions checked against applicable law before you act.

Built to the TrueStep HR standard. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.