How to use this tool
Category 2 · Professional Packet
One sentence that positions you above every other caregiver in the room.
Discharge planners hear from dozens of caregivers. The ones who get referrals aren't the most experienced — they're the most specific. This worksheet builds the sentence that makes you the obvious choice.
Question 1 of 5
What is your credential and how many years of experience do you have?
Be exact. "CNA with 11 years" beats "experienced caregiver" every time.
Question 2 of 5
What do you specialize in? Choose up to 2.
Pick the 2 you are most experienced in and most want to do more of. Not the longest list — the most honest two.
Select up to 2.
Question 3 of 5
Who do you serve? Be as specific as you can.
"Adults 65 and older" is a start. "Adults 65 and older managing late-stage Alzheimer's or recovering from hip replacement" is a referral magnet.
Question 4 of 5
Where do you work?
City, county, or region. Discharge planners refer locally — they need to know you're nearby.
Question 5 of 5
What is one thing about the way you work that families remember?
Not a credential. Not a certification. The thing a family says about you after you leave. "She actually talks to my dad." "She notices things we miss." Optional — but if you have it, use it.
Your specialization sentences
Answer the questions above to see your sentence.
Use this in your professional bio, packet cover letter, and when introducing yourself to a discharge planner in person.
Complete the fields above to see your short version.
Say this when someone asks "what do you do?" — under one breath, no stumbling.
Complete the fields above to see your DM version.
Paste this as the first line when someone messages you asking about your services.
Put it on your bio
The full version becomes the second sentence of your professional bio — right after your name and credential are introduced.
Put it on your services menu
Drop the full version into the specialization field of your Services Menu. It replaces the generic description that most caregivers leave blank.
Open every call with the short version
When you call a discharge planner: "My name is [name]. I'm a CNA specializing in [your short version]." Then stop. Let them respond.
Use the DM version word for word
When someone messages you through social media or in response to a carousel — this is the first thing they read. Position before price.