The Savvy Journey

The goal of our client onboarding journey is for YOU and US to determine:

A confident understanding of your needs and determine our fit
Build rapport, understand your daily life and identify support specific to your needs
Create a clear, personalized Aging Well Service Plan outlining services and expectations
Formalize the relationship and prepare for service delivery
Provide consistent, high‑quality support with the same provider EACH Visit
Ensure services remain aligned with your changing needs and environment

Initial Inquiry & Discovery Call

Introduce The Savvy Senior, our values, and the non-medical services we provide.
Learn about the client's lifestyle, interests, goals, and current support needs.
Discuss the type of companionship and support that best fits the client's preferences.
Review visit scheduling, service scope, and any mobility, communication, or safety considerations.
Answer questions about our caregivers, scheduling, fees, and policies.
Explain our onboarding process and the next steps.

Learn about the client's goals, lifestyle, interests, routines, and support needs through an initial assessment.
Identify any mobility, communication, accessibility, or home safety considerations that may affect service delivery.
Discuss client expectations, family involvement, and preferred methods of communication.
Confirm that our non-medical services are the right fit for the client's needs.
Review service fees, scheduling, and answer any questions about our services, policies, and procedures.

Confirm client and emergency contact information.
Review the Personalized Aging Well Service Plan, agreed-upon non-medical services, and visit schedule.
Explain service fees, payment terms, invoicing, and cancellation or rescheduling policies.
Review communication procedures, including after-hours contact and authorized communication with family or representatives.
Outline the responsibilities of both the client and The Savvy Senior, including maintaining a safe service environment and our commitment to professional, respectful, and reliable care.
Review privacy and confidentiality, the process for sharing feedback or concerns, circumstances under which services may be changed or discontinued, and acknowledge that The Savvy Senior provides non-medical companionship and support services only.

The Service Agreement will be reviewed with the client and/or their authorized designate before services begin to ensure all questions are answered and expectations are clearly understood.
The agreement may be updated whenever there are changes to the client's service needs, schedule, fees, or other terms of service. Any significant amendments will be discussed with the client or authorized representative and documented in writing.
A signed copy of the Service Agreement will be maintained in the client's file, and a copy will be provided to the client for their records.

Clients receive reliable companionship and meaningful interaction with the same provider every visit.
Clients experience reduced feelings of loneliness and isolation.
Clients are supported in maintaining their independence and participating in activities they enjoy.
Individual preferences, routines, cultural values, and personal choices are respected.
Clients feel valued, heard, and treated with dignity and compassion.
Activities are tailored to the client's interests, abilities, and goals.
Client safety concerns or changes in condition are observed, documented, and reported according to company procedures.

30-day Check-In
Increase or decrease the frequency or duration of visits.
Modify the schedule to better accommodate the client's routine or family needs.
Introduce or adjust new companionship activities based on the client's interests, mobility and comfort.
Discontinue activities that are no longer enjoyable, appropriate, or beneficial.
Update the client's goals and desired outcomes.
Annual Personalized Aging Well Service Plan Review