Care Client Team

Be the calm, knowledgeable guide for families in need of care.

The Care Client Team speaks with families who are navigating senior care, memory care, hospice, and respite options. You'll learn how to listen, qualify, and hand off cleanly while protecting privacy and dignity.

Warm intake

Open every conversation with empathy — and still capture what we need.

Match to care

Learn which level of care fits each family's situation and budget.

Confidential by default

Handle sensitive health and family information with care.

Your training track

11 modules — self-paced, with a quiz after each one.

Module 1
Welcome & Overview
Meet the senior-care mission and understand your role as a family-sourcing team member.
Module 2
Who We Serve — Levels of Care
Learn the differences between senior-care options so you can guide families.
Module 3
How Care Gets Paid For
Help families understand payment options without giving financial advice.
Module 4
Finding and Approaching Families
Where care-client leads come from and how to start conversations.
Module 5
Scripts & Objection Handling
Handling cost, timing, family disagreement, and hospice sensitivity.
Module 6
Compliance & Sensitivity
Protecting privacy and handling vulnerable-adult conversations.
Module 7
Your In-Portal Forms
How to submit leads, file daily reports, and report issues.
Module 8
The Emails Your Leads Receive
A preview of the family-facing stage emails from Royal Homes Navigator.
Module 9
Your Daily Log
The end-of-day report is your log of record — no outside spreadsheet.
Module 10
Organization & Tracking Your Own Stats
Daily routine, follow-up cadence, and reading your numbers.
Module 11
Getting Paid & Platform Tools
Payment rules, referral links, and certificate requirements.

Finish, then get certified

Pass each quiz at 80% or above, complete role-plays, and download your completion certificate.

Sourcing facilities instead? See the Facility Team track