MCM Private Care

Brand Operating
System

01
System 01

Brand Identity

Live Docs
01 · Targeting

Adult children (45–65, often working professionals) in Montgomery County MD navigating complex elder care for an aging parent — dementia, post-hospital recovery, aging in place, end-of-life — who want a care partner, not a staffing agency.

Karen Walker
Karen Walker
Role
Daughter · both parents had dementia · ~9 years with MCM
Location
Montgomery County, MD
Qualifiers
  • MoCo or nearby MD county
  • long-term care insurance and/or ability to private-pay (NOT Medicaid)
  • aging parent needing care
  • entry: Part-Time 4–20 hr/wk (prefer multi-day/week)
Problem

Surface: "I need quality in-home care for my parent.

Desired Outcome

Parent safe at home with hand-matched caregivers who become family.

Failure

Loved one ends up with generic, impersonal care.

Success

Same caregivers retained for years.

How MCM Works

Call to care — the MCM process.

  1. 01
    Call

    Steve picks up. A free, no-pressure conversation about what your family needs.

  2. 02
    Private Care Consultation

    Free consult to understand the situation and whether MCM is the right fit.

  3. 03
    NP / RN In-Home Assessment

    A nurse builds a Foundations-of-Wellness plan around how your parent wants to live.

  4. 04
    Custom Care Plan

    A plan matched to the person, not just the tasks — reviewed by an NP.

  5. 05
    Hand-Matched Caregiver

    The right caregiver, often within 24–72 hours. Same team, year after year.

  6. 06
    Ongoing NP Oversight

    7 / 30 / 90-day check-ins. Clinical oversight at every level, for as long as you're family.

Live Docs
01

Brand

Wordmark, palette, typography
Primary Wordmark

Primary Wordmark

Navy on light

Reversed Wordmark

Reversed Wordmark

Light on dark

Logo Mark

Logo Mark

Square / icon

Primary

Navy

#1B2A4A

Accent

Gold

#C4963C

Support

Sage

#7A9E7E

Background

Cream

#FAF8F5

Surface

Warm Sand

#F2EBDF

Text

Charcoal

#2D2D2D

Inter

The single typeface across the brand — headings and body.

Bold · 700

Get Mom & Dad the care they deserve.

Semibold · 600

Trusted by 1,000+ families since 2004.

Regular · 400

Concierge home care in Montgomery County, Maryland — owned and operated by a husband, wife & team.

02

Content

Every asset in its actual placement

Content Kit

Every asset, in its actual placement.

The real exported files, shown exactly where they land in production — profile, highlights, story, reel, lead magnet.

01

Social Profile

Profile 1200×1200 · Cover 1584×396 (LI) / 820×312 (FB)
LinkedIn
Cover banner — asset needed
MCM social profile photo
MCM Private Care
NP-founded private home care · Montgomery County, MD
Facebook
Cover banner — asset needed
MCM social profile photo
MCM Private Care
NP-founded private home care · Montgomery County, MD
02

Meta Collections

Highlight cover · 1080×1920
Instagram · Profile
mcmprivatecare
Private home care · Montgomery County, MD
Home Care
Home Care
Resources
Resources
Stories
Stories
03

Story Template

1080×1920 · 9:16
Home Care story template
mcmprivatecare
Home Care
Resources story template
mcmprivatecare
Resources
Stories story template
mcmprivatecare
Stories
04

Reel Template

1080×1920 · 9:16 video · 2 versions
Badge pill (Family Story / Our Why)Pull-quote headlineVideo windowBurned-in captions — both versions
Version AWith CTAgold CTA pill
Reel template with CTA
💬
mcmprivatecare
Reel template with CTA
💬
mcmprivatecare

Closes on the gold pill — “Comment or DM ‘CARE’ to Talk to a Care Expert.” Drives DM capture into the CRM.

Version BNo CTAURL lockup
Reel template without CTA
💬
mcmprivatecare

Captions carry the story, closing on the gold MCMPRIVATECARE.COM lockup. Used for nurture and brand-story placements.

05

Lead Magnet Cover

3:4 · query-driven
Lead magnet cover graphic

Navy gradient cover for every guide and checklist. Icon and title swap by URL — the design never drifts.

Open live template ↗
03

Website

Live UI kit — display method TBDOpen /ui
04

Social Profiles

Meta + LinkedIn — locked profile copy

Social Profiles

The profile copy, in placement.

Locked bio, headline and handle for each platform, shown in the profile frame they ship into.

FacebookProfile 1200×1200 · Cover 820×312
MCM Private Care
NP-Led Home Care in Montgomery County. Hand-Matched Caregivers. Care Quality Guarantee. For Families Done With Revolving-Door Agencies.
Like
Message
More
Page Name
MCM Private Care
Username
@mcmprivatecare
Category
Home Health Care Service
Bio
NP-Led Home Care in Montgomery County. Hand-Matched Caregivers. Care Quality Guarantee. For Families Done With Revolving-Door Agencies.
CTA Button
Book Now
LinkedInProfile 1200×1200 · Cover 1584×396
Steve Kohn
COO at MCM Private Care, Montgomery County's private care partner trusted by 1,000 families since 2004.
Hi, I'm Steve Kohn, COO of MCM Private Care, Montgomery County's private care partner trusted by 1,000+ families since 2004.
Name
Steve Kohn
Headline
COO at MCM Private Care, Montgomery County's private care partner trusted by 1,000 families since 2004.
About
Hi, I'm Steve Kohn, COO of MCM Private Care, Montgomery County's private care partner trusted by 1,000+ families since 2004.
InstagramProfile 1200×1200 · Highlights 1080×1920
@mcmprivatecare
MCM Private Care
Follow
Stories + tips to keep mom & dad safe at home from the care partner trusted by 1,000+ families in Montgomery County and surrounding communities. Follow for a free care plan.
Bio
Stories + tips to keep mom & dad safe at home from the care partner trusted by 1,000+ families in Montgomery County and surrounding communities. Follow for a free care plan.
Highlights
- CLIENTS - Clips - Interviews - Testimonials - Case Studies - OUR STORY - Andrea - Steve - Team - RESOURCES - Tips - Press (ie. NPR Feature) - Guides - Downloads - HOW IT WORKS - Cities We Serve - Service Areas - Process
Locked formats · 13 · generated from specs/locked-formats/registry.json

Locked Formats

Approved content formats for this brand. Reuse these generators as-is. Each preview is real generator output.

Family Story Reel

9:16 · 4:5
Generator
brands/mcm/assets/case-studies/render_branded_vertical.py
Locked
render_branded_vertical.py:22 — “this template is the CANONICAL content-clip master” · L294 CTA_LOCKED “Comment or DM “CARE” to Talk to a Care Expert”

Q&A Caption Reel

9:16 · 4:5
Generator
brands/mcm/assets/case-studies/render_qa.py
Locked
clip-index.json — “LOCKED clip index” · memory project_mcm_branded_vertical_clips.md “Q&A CAPTION FORMAT (WINNER…)”

Testimonial Compilation

9:16
Generator
brands/mcm/assets/case-studies/tighten_compilation.py · build_highlights_v2.py
Locked
memory project_mcm_testimonial_compilation_2026_06_17.md — “Compilation FINAL”
Case Study Intro / Outro Cards example 1Case Study Intro / Outro Cards example 2Case Study Intro / Outro Cards example 3

Case Study Intro / Outro Cards

16:9
Generator
brands/mcm/assets/case-studies/render_cards.py · make-cards.sh
Locked
render_cards.py:2 — “LOCKED 2026-05-29 (v2)”
Interview Overlay example 1Interview Overlay example 2Interview Overlay example 3

Interview Overlay

16:9
Generator
brands/mcm/assets/case-studies/render_overlays.py
Locked
render_overlays.py:2 — “LOCKED 2026-05-29 (v2)”
Quote Card example 1Quote Card example 2Quote Card example 3

Quote Card

1:1
Generator
brands/mcm/assets/case-studies/render_quotes.py
Locked
render_quotes.py:3 — “Brand-locked: navy #0F1A2D + gold”
Social Post example 1

Social Post

1:1
Generator
apps/portal/public/content-templates/mcm/template.html
Locked
template.html:6 — “reusable, brand-locked”
Lead Magnet Cover example 1Lead Magnet Cover example 2Lead Magnet Cover example 3

Lead Magnet Cover

3:4
Generator
brands/mcm/assets/lead-magnets/cover.html · _build-cover.mjs
Locked
cover.html:6 — “master cover design template (LOCKED V2 centered, bottom-right watermark)”
Story · Reel CTA · Highlight Kit example 1Story · Reel CTA · Highlight Kit example 2Story · Reel CTA · Highlight Kit example 3

Story · Reel CTA · Highlight Kit

9:16
Generator
brands/mcm/site/public/content-kit/
Locked
brands/mcm/site/app/system/page.tsx:2196 — “Canonical reel template supplied by mk 2026-07-18”
Ad Creative · text-top example 1Ad Creative · text-top example 2Ad Creative · text-top example 3

Ad Creative · text-top

4:5
Generator
tools/ad-gen/template.mjs · generate.mjs (brands/{mcm,dh}.json)
Locked
tools/ad-gen/template.mjs:7 — “geometry is LOCKED and is the default” · README.md:55 “text-top | LOCKED.”
Text format. No visual preview.

7-Email Nurture (copy-locked)

email
Generator
brands/mcm/copy-lock/nurture-7-email.locked.json · scripts/copy-lock-guard.mjs
Locked
copy-lock-guard.mjs:1 — diffs every live Resend template against the locked snapshot and EXITS NON-ZERO on drift
Lead Magnet Landing Page (master content format) example 1

Lead Magnet Landing Page (master content format)

web
Generator
brands/mcm/site/components/hifi-master/Landing.tsx (MasterLanding)
Locked
memory feedback_canonical_content_format_fractal.md — “The canonical content format is the lead-magnet landing page, locked at mcmprivatecare.com/care-quiz” (CANON 2026-08-13)
Open live ↗
Live surface. Open it below.

Blueprint (WHO · WHY · WHAT · HOW)

web
Generator
apps/portal/components/hifi-templates/master/slot-map.ts · /blueprint/[slug]
Locked
slot-map.ts:2 — “CANONICAL BLUEPRINT SLOT MAP — LOCKED (mk, 2026-08-14)”
Open live ↗
Live Docs
01

Case Study Library

Published client storiesView library
5 Star Average Rating

MCM is Trusted by Thousands of Families

02

Resource Library

Free guides, checklists + the care quizView library
03

UGC Library

Master library of real client clipsView library

Client Stories

Real families. Real years.

Montgomery County clients, in their own words.

Branded cut · headline + CARE CTA

Production style — built for paid + organic with the call-to-action.

As approved by Steve · Phyliss Filderman

Agency cut — full-bleed with karaoke captions, signed off by SK.

As approved by Steve · Stan, Ann & Dan

Agency cut — full-bleed with karaoke captions, signed off by SK.

Pending Deployment
Client UGC System

Request → capture → release → publish loop for client-filmed clips · no content yet

02
System 02

Client Acquisition

Live Docs

Lead Generation Flow

Attention → captured lead, on autopilot.

Ad / OrganicMeta · Google · Referral
Resource Page/resources
Landing PageCapture + qualify
Talk to a Care ExpertBook the consult
Delivery EmailGuide + first nurture touch
RetargetingCase studies to non-bookers

Resources

Free guides that build trust before the call.

The Home Safety Plan

The Home Safety Plan

Keep mom or dad safe at home — a room-by-room checklist.

Download Now →
The Hospital Discharge Checklist

The Hospital Discharge Checklist

What to line up before a parent comes home with new meds.

Download Now →
Choosing Home Care Guide

Choosing Home Care Guide

The questions to ask before you hire anyone.

Download Now →
01

Ad Creative Set

Hot · Warm · Cold — locked copy on the canonical LM render
MPC
MCM Private Care
Sponsored
Still worried about Dad's safety at home?
You visited our site. You're carrying this alone. We get it. The revolving door of aides, the 2am worry, the sibling group ch…
Trusted by 1,000+ Families Since 2004
💬
4:5 · feed

Primary Hooks

  1. 1Still worried about Dad's safety at home?
  2. 2Your Foundations of Wellness Plan is one click away.
  3. 3Andrea personally meets every family this week. Yours could be next.
Audience
hot
Platforms
meta · google
Destination
/pre-sell

Art Direction · bespoke shoot

Close-up shot of Andrea Kohn, CRNP at a kitchen table with a senior client and their adult daughter, all three looking at a printed care plan. Warm natural window light. Real MCM team, no stock imagery.

Creative = the lead-magnet landing render · same asset runs as paid ad + organic post

02

Nurture Sequence

7 emails, Day 1 to Day 13 — locked copy
🔒mail · mcmprivatecare.com
Inbox
🗑
Why I Started MCM
A
Andrea Kohn
andrea@mcmprivatecare.com · to me
Reply-To: care@mcmprivatecare.com

Hi, it's Andrea Kohn, founder of MCM Private Care.

I want to tell you the story about why I started MCM.

If you prefer to watch instead of read, here's the YouTube video: Our Why

I'm a nurse practitioner. I started MCM in 2004, but the real reason goes back further.

When my own mother needed care, she asked me for one thing. She wanted to stay in her home until the end. No facility. No being moved somewhere unfamiliar. Just her home, her people, her favorite meals.

I made that happen for her.

She lived her final season surrounded by family, cared for with dignity, in the place she loved. No regrets. That promise is the whole reason MCM is here.

For more than twenty years, I've watched what the big agencies do to families in Montgomery County. Caregivers who change every week. No medical judgment behind the care. Families treated like a case number in the hardest moment of their lives.

I built MCM to be the opposite of that.

We are a family business, built for families. My husband Steve runs it alongside me, and our son helps families like yours find us. Nurse practitioner founded, nurse practitioner led, with real medical oversight standing behind every plan of care.

The goals I hold for every family are the same ones I held for my own mother. Safety, comfort, dignity, peace of mind, and quality of life.

You already took a first step by downloading the A Foundations of Wellness Plan. I hope it's useful to you tonight.

With a grateful heart,

Andrea

P.S. If you want to talk with a Care Expert in order to get clarity and confidence on the best next steps for your loved one, the first step is to talk with my husband, Steve, our COO and Senior Care Coordinator. Whether you're planning ahead or need urgent help, you can get started here.

03

Lead Magnet Content

The dynamic care plan, section by section

Lead Magnet Library · MCM Private Care

Five resources for Montgomery County families navigating a hard moment. Each one ends with the same quiet door: a 20-minute phone call with Steve.


1. The Family Wellness Plan Booklet

Promise: A 12-page guide to building a care plan that protects your loved one and your family's peace of mind, written by Andrea Kohn, RN, CRNP after 22 years and 1,000+ families.

For families who: Know something needs to change but cannot picture what "good care" actually looks like at home.

Inside:

  • The five questions every family should answer before hiring anyone
  • How to talk to a parent who insists they are fine
  • What an NP-led care plan includes (and why it matters)
  • Cost ranges, hour structures, and what $37/hour actually buys
  • When to call us, when to wait, when to call 911

CTA: Download The Wellness Plan → /wellness-plan Format: PDF download

After reading, most families book the free 20-minute consultation. Steve still answers the first call.


2. Senior Home Safety Checklist

Promise: A 27-point walkthrough Andrea uses on every in-home assessment, adapted so you can do a first pass yourself this weekend.

For families who: Just had a fall, a near-fall, or a hospital discharge and need to make the home safer fast.

Inside:

  • Bathroom: the seven changes that prevent most falls
  • Kitchen, stairs, and bedroom hazard scan
  • Medication storage and the "one bottle, one place" rule
  • Wandering and dementia-specific safeguards
  • What requires a handyman vs. what requires an NP eye

CTA: Print The Checklist → /safety-checklist Format: Printable PDF checklist

If three or more items concern you, book a free 20-minute consultation.


3. How To Pay For Home Care

Promise: A plain-English guide to LTC insurance, VA Aid and Attendance, and Maryland Medicaid Self-Directed Services, from a family that has helped 1,000+ households fund care.

For families who: Want care but are stuck on the question of how to afford it month after month.

Inside:

  • LTC insurance: how to file, what triggers benefits, common denials
  • VA Aid and Attendance: who qualifies, what it pays, how long it takes
  • Maryland Medicaid Self-Directed: the path most families miss
  • Combining sources without losing benefits
  • A simple worksheet to estimate your monthly out-of-pocket

CTA: Download The Funding Guide → /pay-for-care Format: PDF download

Bring your numbers to a free 20-minute consultation. We will walk through them together.


4. The Hand-Match Method

Promise: A behind-the-scenes look at how MCM matches a caregiver to your loved one in 24 to 72 hours, and why our retention is near 100%.

For families who: Have been burned by an agency before and need to trust the next person who walks through the door.

Inside:

  • The intake questions that go beyond tasks
  • Personality, pace, and pet matching
  • Why we say no to cases that are not a fit
  • The Care Quality Guarantee, in plain language
  • What happens in the first 7, 30, and 90 days

CTA: Watch The Walk-Through → /hand-match Format: 6-minute video walk-through

Ready to meet your match? Book a free 20-minute consultation.


5. 60-Second Custom Care Plan Quiz

Promise: Ten questions, one personalized care plan outline with hour estimates, oversight level, and likely starting cost.

For families who: Are early in the search and want a private, no-pressure way to see what care could look like.

Inside:

  • Daily living and mobility check
  • Memory and behavior signals
  • Household and caregiver fatigue gauge
  • Budget and funding source filter
  • Your custom plan, emailed within minutes

CTA: Start The Quiz → /care-quiz Format: Interactive quiz, emailed PDF result

Your result includes a link to book a free 20-minute consultation with Steve.


MCM Private Care · Serving Montgomery County, Maryland since 2004 · Andrea Kohn, RN, CRNP · 46 five-star reviews on Google

Live Docs
MCM qualification form
02

AI Agent Config

Morgan — VAPI voice assistant, persona, hard rules, escalation triggers
MCM Private Care · Sales Playbook

Playbook

# AI Agent Config · Morgan (MCM VAPI Assistant)

## Persona

**Name:** Morgan

**Role:** MCM intake + screening assistant

**Voice:** Warm · professional · concise · NOT chatty

## Job

- Answer the phone when humans are unavailable (after hunt group misses)

- Capture caller's situation in 60-90 seconds

- Confirm fit (Maryland · Montgomery County or surrounding · needs in-home elder care)

- Offer 2 next steps: book virtual consult OR have Steve call back

- Send transcript + summary to Steve + Andrea via email + SMS

## What Morgan CAN Do

- Take down name · phone · loved one's name · primary concern · urgency

- Book a virtual consultation via Calendly

- Schedule a callback (within 24 hours)

- Answer questions about Care Quality Guarantee · pricing model · service area

- Escalate to Steve mobile if caller says "emergency" or "crisis"

## What Morgan CANNOT Do

- Give medical advice

- Quote specific pricing (only "custom pricing, from 6 hours per week")

- Promise specific outcomes

- Discuss anything outside MCM service scope (no live-in · no PDN · no facility · no DC/VA)

## Hard Rules (from Steve POC voice rules)

- Professional + kind tone (NOT folksy)

- Geo: Maryland · Montgomery County · surrounding communities ONLY

- No "clinical" (use medical · NP-led · expert · professional)

- If caller is outside service area → politely refer to alternative resources · capture details for future

## Tech Stack

- VAPI for voice

- 11Labs for voice synthesis

- Knowledge base: foundation + offer ladder + Care Quality Guarantee terms

- Webhook: caller details → Supabase contacts + Resend email to Steve + Twilio SMS

## Escalation Triggers

- Caller says "emergency" · "crisis" · "right now" · "today"

- Caller is clearly distressed

- Caller requests human ("can I talk to a real person")

→ Transfer to Steve mobile · if no answer · Andrea mobile · if no answer · book callback

## Performance Baseline

- Target: 80%+ of after-hours calls handled without dropping

- Target: 50%+ result in booked virtual consult OR callback

- Target: Zero misrouted (caller in wrong service area should NOT book)

Live Docs

Sales Funnel Flow

Qualified lead → booked assessment.

01

Consultation

A free call with Steve — listen first, then say what we'd do if it were our own parent.

02

Form & Calendar

Prospects pre-qualify and book the in-home assessment — bot-hardened Cal.com.

03

Confirmation

Booked → welcomed → prep steps, so the assessment starts on the front foot.

01

Sales Script + Objections

Conversion convo script, with the objection handling matrix
MCM Private Care · Sales Playbook

SECTION 13 — OFFER ENROLLMENT SCRIPT

Source: P4 Deliverable 5 + BIG-PAPI Offer Script (3-phase Prescribe → Certainty → Close)
Use case: End of the 20-minute consult, after Section 11. Goal: book the in-home assessment.
Process map position: BOOKED CONSULT → BOOKED ASSESSMENT
PHASE 1 — PRESCRIBE

So we help families in Montgomery County and surrounding communities go from [mirror back their problem, in their words] to [mirror back their desired outcome, in their words] without [mirror back their primary objection, in their words] with our private home care service.

This is done in three steps over the next few days.

A common mistake families make is hiring a caregiver before anyone clinical has assessed the situation. So our first step is a free in-home assessment by one of our registered nurses, personally trained by my wife Andrea who is a nurse practitioner. After this step you'll have a comprehensive Plan of Care written specifically for [parent's name], yours whether you hire us or not.

Our second step is hand-matching a caregiver (or team of caregivers) to your family based on the plan, your folks' personality, and what you told me today. We can typically find you a match quickly, sometimes as fast as 24 hours (or less) depending on urgency, up to a few days. No promises on speed, but we move fast and have staffed jobs within only a couple of hours in the past.

Our third step is ongoing oversight. Our Nurse Practitioner and her team of RNs stay on the plan, and you get my cell phone for whenever you need it. It's rare, but if a caregiver isn't a perfect fit, we replace them.

To maximize success, you give us honest feedback in the first two weeks so we can adjust the match if needed.

Rates start at $37 an hour and vary depending on weekday or weekend and the hours involved. Hourly only, no retainer, no contract lock-in. LTC insurance and private pay accepted.

Once you're ready, we book the in-home assessment for this week.

What are your thoughts?

PHASE 2 — LOOPING QUESTIONS TO CERTAINTY
1.Do you feel like this is what you're looking for?
2.What makes you feel this way?
3.What makes you think this can help you [mirror back their desired outcome]?
4.Are you sure that now is the right time for you to start with something like this?
PHASE 3 — LOOPING QUESTIONS TO CLOSE
1.What do you think?
2.Do you feel like this is what you are looking for? Why?
3.Can you see yourself with [parent's name] still home a year from now with this? Why?
4.If you do this, what is the worst case versus best case scenario?
5.Want to book the in-home assessment now or wait? Any reason?
6.What day this week works for the assessment?
7.Any other questions before we get our RN scheduled?
8.Want me to send the calendar invite for you to confirm, or screenshare and pick a time together?
03
System 03

Client Retention

Live Docs

Client Onboarding · Post-signature

You're in. Welcome to the
MCM family.

You just made one of the most important decisions of this season — and you don't have to carry it alone anymore. Andrea will personally reach out within 24 hours to schedule your in-home NP assessment, and from this moment on, you have a care partner in your corner.

Backed by the Care Quality Guarantee + ongoing NP oversight.
Welcome video · Andrea Kohn, CRNP

Optional · a 60-second welcome from Andrea

Step 1

Your Welcome Guide

  1. 1
    Check your inbox
    Now

    Your confirmation email is on its way with a short intake form (about 15 minutes to complete). The more we know about your loved one before the assessment, the faster we can move.

  2. 2
    Andrea will call within 24 hours
    24 hours

    Andrea Kohn, CRNP — our founder — will personally reach out by phone or text to schedule your in-home NP assessment. No call center. No intake coordinator. Just Andrea.

  3. 3
    NP Assessment in your home
    Within 7 days

    Andrea will visit your loved one within 7 days (faster for crisis or post-hospital cases) to conduct a full clinical assessment and meet your family.

  4. 4
    Custom Care Plan delivered
    Within 48 hours

    Within 48 hours of the assessment, you'll receive a custom clinical care plan built specifically for your loved one's needs — dementia, post-hospital recovery, aging-in-place, or end-of-life.

  5. 5
    Hand-matched caregiver placed
    Within 7 days

    Within 7 days of your care plan approval, your hand-matched caregiver begins — backed by our Care Quality Guarantee and ongoing NP oversight.

Step 2

Family Intake Form

Tell us about your loved one
~15 minutes · helps Andrea prepare before the in-home assessment
Pending Deployment
Client Intake Form

Structured intake that opens the care plan · no content yet

Pending Deployment
Client Experience Portal

Post-onboarding client hub — care plan, visit notes, direct NP line · in build

Live Docs
05 · Client Success Roadmap
Phase 1Automate Lead Gen
Stranger → Lead

Qualified leads arrive without manual prospecting.

Landing Page + ChatbotCase Study (Lead Magnet)Delivery Email
Phase 2Client Acquisition
Lead → Client

Leads convert to booked + paid without manual chasing.

Presales PageBook a CallCheckout / Direct Offer
Phase 3Daily Ops · Recurring
Client → Retained, on autopilot

Acquisition and retention run unattended, every day.

Retention NurtureAcquisition Channel
keystone recurring
Pending Deployment
Client Referral System

The referral ask, the gift, and the tracking loop · no content yet

Pending Deployment
Client Retention Process

Check-in cadence, save plays, and the renewal path · no content yet

04
System 04

Performance Optimization

Live Docs
MCM Command Center
Actions · live component · sample data
3 leads awaiting your reply
Speed to Lead
00:48Excellent
New LeadInquirySMS91%
Shirley M.
Their Message

Hi — my mom keeps wandering at night and I don't know who to call. Do you help with dementia?

🤖 AI Suggested Reply

Hi Shirley — thank you for reaching out about your mom. We help Montgomery County families in exactly this spot every week. I can have a Care Expert call you today to talk through what she needs and how we'd support her at home. Is now or this afternoon better?

Speed to Lead
03:34Good
New LeadInquiryEmail78%
Robert K.
Our Last Message

Thanks for downloading the Discharge Checklist — did it help you map out his first week home?

Their Message

Dad's being discharged next week with 6 new meds and a walker. What does this cost?

🤖 AI Suggested Reply

Hi Robert — sounds like your dad's discharge is coming up fast. We can put an RN-supervised plan in place before he's home so the meds and the walker aren't on you alone. Want me to walk you through how that works and what it runs?

Speed to Lead
11:20Urgent
QualifiedQualificationInstagram DM88%
Denise P.
Our Last Message

So glad Margi connected us — Andrea specializes in exactly these cases. Can we get an assessment on the books?

Their Message

The memory-care facility said they can't manage her anymore. Margi told me to call you.

🤖 AI Suggested Reply

Hi Denise — wonderful, we've got the in-home assessment on the calendar. Andrea's RN will build the Foundations of Wellness plan around how your mom actually wants to live, not just her tasks. I'll send a reminder the day before. Anything you want us to know first?

Real-Time Alerts

The system texts the team the moment it matters.

Speed-to-lead, missed calls, hot replies, new bookings — pushed instantly so no lead goes cold.

🔥 HOT MESSENGER REPLY — call now
Matt · (no phone)
“Hi I’d like to discuss care”
(Discuss Care)
⚡ Reply within 5 min.
(301) 517-9062 · Fri 12:22 AM
📞 MISSED CALL
(301) 555-1234 just called MCM and nobody answered. Call them back now.
(301) 517-9062 · Tue 1:54 PM
🔥 HOT MESSENGER REPLY — call now
Michael · +1 (227) 265-3280
“Please call me 227 265 3280”
(Ask For Human)
⚡ Reply within 5 min.
(301) 517-9062 · Sat 10:08 PM
🗓️ NEW CONSULT BOOKED
Denise P. booked an in-home assessment — Thu 2:00 PM.
Care plan prep sent.
(301) 517-9062 · Wed 9:03 AM
Live Docs

Tech Stack & Access

The system that runs MCM.

GA4 + GTM
Traffic + conversion tracking.
Meta + Google Ads
Paid acquisition.
Vercel + Next.js
The site + funnel.
Supabase
CRM + source of truth.
Cal.com
Bot-hardened booking.
Resend
Nurture + delivery email.
Morgan (Vapi · Twilio · 11Labs)
AI intake + concierge.
Lemlist
Referral-partner outreach.
AxisCare
Care management · scheduling · EVV.
Google Workspace
Docs · email · shared drive.

Want to dive deeper?

View the operating docs for detailed instructions.

View Docs ↗
0hr.app/studio/mcm/os
MCM Operating Docs preview