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Your Path to a Smarter, Simpler Home Care Business!

Running a home care agency is a calling — but it can often feel like you’re drowning in paperwork, chasing leads, and trying to keep your team aligned while still showing up for your clients.

 

The TaskFlo Automation System combines human support with automation — a perfect bridge between the compassion of caregiving and the clarity of modern business systems. You’ll work side-by-side with our expert team to create a streamlined, automated foundation that supports growth, stability, and freedom.

We designed this system to remove bottlenecks, relieve stress, and eliminate the repetitive administrative work that pulls you away from CEO-level growth. Each feature exists to help you delegate with confidence, stay organized, and build predictable revenue.

The TaskFlo Automation System is where that changes. This is not about learning software; it’s about building systems that give you your time, your focus, and your peace of mind back.

Tier 1 & 2 Automation Solutions

Onboarding Automation
Turn your chaotic onboarding into a seamless process. Every new client gets welcomed, guided, and tracked automatically. No more missed steps or forgotten forms. Your clients feel cared for, and your team stays on track.
​Lead Nurturing Automation
No more cold leads slipping through the cracks. Every inquiry receives consistent follow-up messages that educate, engage, and convert, automatically. You’ll nurture relationships without lifting a finger.
Online Reputation Management
Your best marketing comes from your happy clients. Automated review requests help you collect authentic testimonials that boost local rankings and build trust effortlessly.
CRM (Client Relationship Management)
Finally, all your client and prospect data lives in one organized hub. Instantly see where each lead or client stands. No more spreadsheets or scattered notes.
Calendar & Appointment Builder
Cut down on back-and-forth scheduling chaos. Clients and prospects can book appointments directly, with reminders that keep your day running on a daily basis.
Social Media Content Scheduler
Consistency builds credibility. Schedule content across Facebook, Instagram, LinkedIn, YouTube, and TikTok, without logging into multiple accounts.
Instagram & Facebook “Keyword” Automation
Every time someone comments or messages your posts, your system automatically responds, starts a conversation, and moves them toward a booked call. Your social media becomes a lead magnet.
*WhatsApp Conversation Integration
Instant communication with your virtual assistant or clients through one centralized inbox. No more switching between apps or missing messages. (Additional fee)
*Employee Back Office and CEU Portal
Save time by setting up a back office with downloadable documents, time off request, etc for your employees. Reassure they complete the Continuing Education Units(CEU) with a trackable online course. 
TIER 1 PACKAGE

Perfect for: Home care owners ready to stop juggling chaos and start scaling with structure.

  • Onboarding Automation (unlimited employees) (5) step automation
  • Lead Nurturing Automation (unlimited leads) (5) step automation
  • Platform Access for (2) Users
  • Reputation Management (Google review)
  • CRM Feature 
  • Calendar & Appointment Builder 
  • Social Media content scheduler (Facebook, Instagram, LinkedIn, Youtube and Tiktok)
  • Instagram & Facebook “Keyword” Automation Campaign Conversation
  • Payment Integration (Stripe or PayPay)
TIER 2 PACKAGE

Perfect for: Growing agencies that need stronger automation and seamless team collaboration.

  • Onboarding Automation (unlimited employees) (Unlimited) step automation
  • Lead Nurturing Automation (unlimited leads) (Unlimited) step automation
  • Platform Access for (3) Users
  • Reputation Management (Google review)
  • CRM Feature 
  • Calendar & Appointment Builder 
  • Social Media content scheduler (Facebook, Instagram, LinkedIn, Youtube and Tiktok)
  • Instagram & Facebook “Keyword” Automation Campaign Conversation
  • Payment Integration (Stripe or PayPay)
  • *Employee and CEU Portal
  • *WhatsApp integration complimentary waive monthly fee for (3) months. Reg. $20 thereafter. (Usage fee will apply, ask for details) 
Get Started
Add-ons (additional cost associated)
Landing Pages

Build branded, high-converting pages that attract qualified leads.

Email Marketing & Campaigns

Stay top-of-mind with prospects and referral partners.

Workflow & Automation Builder

Create smart systems that handle repetitive admin work for you.

Digital Surveys & Forms

Gather feedback, perform care assessments, and onboard clients seamlessly.

Sales Pipeline

See your entire client journey at a glance and close more intakes confidently.

Dedicated Business Phone & SMS Line

Keep communication professional and trackable.

AI Receptionist & Chatbot

Capture every call, text, and inquiry, even when you’re off the clock.

Additional Automation or Platform Users

Expand your system as your agency scales.

And so many more…

Speak to a representative and share your needs.

Running a home care business takes vision and the right support.

Address

12349 Veterans Memorial Hwy Douglasville, Georgia 30134

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