How a New Bellevue Home Care Agency Built 3 Approved Referral Partnerships

264 targeted LinkedIn connection requests and 3 approved referral partners helped HomeWell Care Services begin establishing its professional network across King County, Washington.

“They represent both myself and my company very well.”

PJ Ortiz, Owner, HomeWell Care Services of Eastside and South Seattle

Results disclaimer: The outcomes described here are based on a real client experience. Results vary depending on effort, local market, and other factors.

Targeted Connection Requests Sent

Referral Partners Approved

CLIENT PROFILE

HomeWell Care Services of Eastside and South Seattle

Website: homewellcares.com ↗

Non-medical home care
Location: Bellevue, Washington
Coverage Area: King County, Washington, including Bellevue, Medina, Mercer Island, Redmond, Sammamish, Woodinville, Issaquah, Fall City, North Bend, Preston, Snoqualmie, West Seattle, Seattle, Renton, and Rainier Valley/Skyway
Services: Non-medical home care, assistance with activities of daily living (ADLs), companionship, and transitional support for recently discharged patients

What does your company do?

HomeWell Care Services of Eastside and South Seattle is a non-medical home care agency based in Bellevue, Washington, owned by Peter “PJ” Ortiz.

The agency provides in-home assistance for seniors, adults with disabilities or chronic conditions, and individuals who need additional support after a hospital discharge. Its services include personal assistance with daily activities, companionship, and transitional care support.

PJ entered the home care industry after spending 20 years working in aerospace and manufacturing. As a first-time healthcare business owner, he was building his agency, developing operational processes, and establishing a presence across King County.

The business serves private-pay clients and individuals using long-term care insurance.

BEFORE PRACTISCALE

What challenges were you facing before working with us?

PJ was launching HomeWell Care Services in a new industry after spending 20 years in aerospace and manufacturing. Although he knew the local community, he had no established healthcare referral network. As a new business owner:

He lacked professional relationships with discharge planners, case managers, senior living professionals, and other potential referral sources
Hiring caregivers, developing processes, and managing daily operations left little time for business development
He needed to identify the most relevant referral sources across his 29-ZIP-code franchise territory
Relying on paid lead generation alone was not his preferred long-term growth strategy
Managing outreach, introductions, and consistent follow-ups himself would have been difficult alongside launching the agency

THE STRATEGIC DECISION

Why He Chose PractiScale

PJ wanted a structured, hands-off way to build professional relationships while focusing on launching and operating his home care agency. He needed a team that could:

Research and identify relevant healthcare professionals across his King County service area
Prioritize discharge planners, case managers, skilled nursing facilities, and assisted living communities
Handle initial outreach, introductions, and follow-up communication on his behalf
Represent HomeWell Care Services professionally, with messaging aligned with his priorities and company identity
Maintain consistent communication with potential referral partners while he focused on running the agency

For PJ, PractiScale offered a way to develop his healthcare network without business development taking attention away from his new agency.

What We Did

We designed and executed a targeted referral outreach strategy that:

01

Researched relevant healthcare and senior care professionals across King County, focusing on Bellevue and surrounding communities

02

Prioritized hospital discharge planners, case managers, hospital social workers, skilled nursing facilities, and assisted living professionals

03

Targeted additional contacts, including geriatric care managers, senior living advisors, rehabilitation professionals, directors of nursing, and primary care providers

04

Introduced HomeWell to professionals whose responsibilities aligned with the agency’s non-medical home care services

05

Managed professional communication and follow-ups to maintain continuity between outreach and PJ’s conversations with prospective referral partners

06

Coordinated referral relationship development

Building a Professional Network While Launching a New Business

For PJ, one of the most valuable outcomes was establishing relevant healthcare relationships without having to personally manage every outreach conversation.

Outreach delegated

As a new agency owner, he was balancing caregiver hiring, staff training, operational decisions, and business development. PractiScale helped him delegate the outreach and follow-up work while keeping communication with prospective referral sources organized.

New professional connections

The team established connections with healthcare and senior care professionals, including contacts associated with skilled nursing facilities, rehabilitation centers, and senior living communities.

3 approved referral partners

PJ also approved three referral partners, giving his agency an initial group of professional relationships to develop further.

But the biggest change he described was his confidence in the process. PJ explained:

“It has allowed me to confidently delegate the follow-up communication tasks to an outside party, which has allowed me to focus more on running the business and operations.”

PJ Ortiz, Owner, HomeWell Care Services of Eastside and South Seattle

Before & After Snapshot

Before

STARTING BASELINE

New home care agency preparing to establish itself in the Bellevue market
No established professional referral network from his previous industry
Business development competing with caregiver hiring and operational responsibilities
No dedicated system for maintaining consistent referral outreach
A large service territory requiring focused relationship development

After

DOCUMENTED OUTCOMES

264 targeted LinkedIn connection requests sent
3 referral partners approved
New professional connections across healthcare and senior care organizations
Consistent outreach and follow-up managed by the PractiScale team
PJ able to spend more time managing his agency while developing his professional network

Results disclaimer: The outcomes described here are based on a real client experience. Results vary depending on effort, local market, and other factors.