Case study · Partnership Revenue

How a Texas home-care agency built a high-value referral network from zero.

A Woodlands, Texas home-care agency went from no referral partnerships to active relationships with an estate-planning lawyer, a case-management firm, a cancer hospital and a funeral home — high-value accounts sending a steady stream of referrals.

Client · Passionate Heart Home Care
Sector · Home care
Location · The Woodlands, TX
Led by · Tyler Opsahl
0 → 5+
Active referral partners, from none
High-value
Estate law, case management, oncology, end-of-life
Ongoing
Referrals that keep coming

The company

Passionate Heart Home Care is an owner-led home-care agency in The Woodlands, Texas, providing in-home care to clients and families across a competitive suburban market north of Houston.

Why they came to us

The agency had care and capacity but no referral engine. Like most owner-led home-care businesses, it relied on word of mouth and occasional inbound, with no deliberate relationships to the professionals who sit upstream of every home-care decision — the lawyers, case managers, hospitals and funeral homes whose clients need exactly this service. They came to us to build those partnerships from the ground up.

The process

We identified the high-value referral sources around home care and helped the agency open and structure each relationship deliberately — not a one-off introduction, but managed partnerships with a cadence behind them. The targets were the professionals closest to the moment a family needs care:

Estate-planning lawyerCase-management firmCancer hospitalHome-care marketerFuneral home

The result & outcome

From a standing start, the agency built active partnerships across five-plus high-value referral sources — and, crucially, the referrals didn't arrive once and stop. The agency went from waiting for clients to securing accounts and receiving a steady, repeatable flow, with a partnership network it owns going forward.

"We're now partnered with an estate-planning lawyer, a case-management firm, a cancer hospital, a home-care marketer, a funeral home… securing the accounts, and the referrals keep coming. This is insane — so good."— Owner & CEO, Passionate Heart Home Care · The Woodlands, TX
How to read this. Quote and details are from the client engagement and confirmable under NDA. Results vary by agency, market, and follow-through on the partnership plan.
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$135.6M
Revenue generated across the book of work
200+
Businesses served · 21 years
Fee recovery guarantee · qualifying $30M+ engagements
De-identified data · in-browser
EU-established · Antwerp HQ