Caregiver 90-Day Retention System

Most caregivers who quit are lost before day 90. This system runs the window where it happens.

What is inside

• The Caregiver Retention Field Guide (12 pages). What an early exit really costs, why caregivers leave early, and how the mentor, the schedule promise, and the six check-ins run as one system.
• Caregiver 90-Day Retention Tracker. Follows every new hire through the 90-day window, logs the six check-ins, computes your survival rate by recruiter, and prices your early exits. Works in Excel or Google Sheets.
• Caregiver 90-Day Check-In Scripts and Templates. The exact words for the first shift call, the visit 3 debrief, the week 1 schedule check, and the day 30, 60, and 90 conversations, plus the mentor sheet, the stability commitments, the going-quiet list, and the early exit conversation. Editable Word document.
• Quick Reference (PDF). The whole workbook on one page: what each tab is for, what you enter, and how to read the result.

The order to work in

• Read the Caregiver Retention Field Guide first. It explains how the mentor, the schedule promise, and the six check-ins run as one system.
• Load every new hire into the tracker. It follows each one through the 90-day window, logs the six check-ins, and computes your survival rate by recruiter.
• Run the check-ins with the exact words. The first shift call, the visit 3 debrief, the week 1 schedule check, and the day 30, 60, and 90 conversations are written out.

Who it is built for and where to go if that is not you

Built for

• A home care agency owner or administrator losing caregivers in the first 90 days.
• An operator who wants every new hire followed through the window where most caregivers are lost.

If you are looking for

• The whole system rather than one piece. The Home Care HR System runs hiring, the first 90 days, shift coverage, pay, turnover cost, and credentials as one operation, with one product license; this kit is one of the six inside it.
• The front door itself. The Caregiver Hiring Kit carries the weighted interview scorecard, the applicant pipeline that computes your days to first shift, and the exact words 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. Everything is editable and yours to keep. 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. See the refund policy for the full terms.

What happens after I buy?

Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the Caregiver Retention Field Guide first; it explains how the mentor, the schedule promise, and the six check-ins run as one system. Questions or want a hand getting set up? Email support@truestephr.com.

How this is built. Every TrueStep HR tool is checked against current primary sources, dated, and run through a documented quality review gate before it ships. The whole catalog is built to that one standard. A generic template or an AI draft gives you a starting point. This kit gives you a verified working system with the exact scripts and a recalculating workbook, ready 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 Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This kit is a set of working tools and editable templates for handling performance, conduct, and people decisions in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. Conversations about performance, pay, and conduct can carry legal consequences, and discipline, documentation, and termination rules vary by state. Where a matter is heading toward discipline or separation, or where an employee raises a complaint about harassment, discrimination, retaliation, or safety, have the facts and your next step reviewed against applicable law before you act.

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