Overview
Inbound leads
Outbound outreach
Prospect list
Message library
AI advisor
Knowledge base
GoHighLevel CRM
Settings
Amelia Command Center
AI agents live
Inbound watching
Outbound running
0
Inbound leads
↑ Ready to call
0
Pre-qualified
0
Outbound contacted
0
Warm leads
0
Cases opened
Pipeline stages
0
Leads received
0
AI called
0
Pre-qualified
0
Intake booked
0
Case opened
Lead progress — names, source & status
Name / conditionSourceBoroughStatusProgress
No leads yet — click "+ Simulate lead" to see live name + progress tracking.
Inbound channel performance
Google Ads0 leads
Facebook / Instagram0 leads
TikTok Ads0 leads
Website form0 leads
Other sources0 leads
Outbound channel performance
Email0 sent · 0% open
SMS0 sent · 0% reply
Voice calls0 placed · 0% connect
WhatsApp0 sent · 0% read
AI advisor — next best action
What to do right nowAI
No inbound leads received yet. Your outbound prospect list has 25 contacts loaded across NYC's 5 boroughs.

Recommended: Launch your outbound email + SMS sequence to the 7 Early Intervention offices first — they are the fastest path to referral partnerships.

System status
AI Advisor (Claude)Active
Inbound monitoringWatching
GoHighLevel CRMSetup needed
Voice agent (Bland.ai)Not connected
SMS (Twilio)Not connected
Prospect database25 loaded
Message library30 ready
⬇ Inbound system active. Every form submission from Google, Facebook, TikTok, your website, or any source triggers an immediate AI voice call within 60 seconds, plus SMS and email. All outcomes appear here in real time.
0
Total leads today
0
Pre-qualified
0
In nurture sequence
Live lead feed
No inbound leads yet.
Click "Simulate test lead" to see how it works,
or connect your lead sources to receive live leads.
What happens in the first 60 seconds
0 sec
Form submitted from any source — webhook received
5 sec
SMS sent: "Thank you for reaching out! We'll call you shortly." + Email sent with full Amelia services overview
15 sec
Bland.ai places AI voice call — thanks them for form, explains Amelia, runs 5 pre-qualification questions
2–4 min
Pre-qualification complete — qualified leads booked for intake, nurture leads queued for 60-day sequence
Instant
GHL contact created with source tag, call recording, pre-qual answers, and pipeline stage
Same day
Human coordinator SMS-alerted for qualified leads — calls to complete intake and open OPWDD case
Pre-qualification questions
1
Child's name and age
Confirms there's a child and checks age eligibility (under 21 for OPWDD)
2
Official diagnosis
Autism, CP, Down syndrome, ID, ADHD, Fragile X, epilepsy, and 15+ others qualify
3
Medicaid / insurance status
Eligibility is based on child's income, not parents'. We accept most insurances.
4
Daily care needs
Identifies which services apply: Nursing, PT, OT, Speech, or HHA
5
OPWDD status
First time, EI transition, mid-process, or previously denied — routes to right next step
⬆ Outbound system. Launch personalized multi-channel outreach to referral partners — ABA therapists, pediatricians, EI coordinators, nonprofits. AI handles replies, follow-ups, and routes warm leads to you.
Launch outreach sequence
Sequence timeline
Day 1
Initial outreach sent on selected channels — personalized with Amelia's full services
Day 1+
AI monitors all inboxes 24/7 — responds to any reply within 5 minutes on same channel
Day 3
Auto follow-up if no reply — different message, same warmth and specificity
Day 7
Final follow-up — no reply tags as cold, re-queued in 60 days automatically
Any
Reply received → Claude reads intent → responds on same channel within 5 min
Warm
Warm lead flagged → pushed to GHL → you notified → you close the referral relationship
Message preview
Email — Social
Subject line
Referral resource — free OPWDD + full in-home clinical team for your clients
Message body
Hi [Name], I'm reaching out from Amelia Home Care — we provide what we believe is the most comprehensive I/DD home care program in New York, and we'd love to be a resource for your caseload. For every family you refer, we provide at no cost: 🩺 Skilled Nursing | 🦵 PT | ✋ OT | 🗣️ Speech | 🧠 ABA 🤲 Home Health Aides | 👩‍💼 Medical Social Workers Plus the full OPWDD waiver process — packet, evaluations, Front Door, CCO enrollment, CANS coaching, Waiver filing, appeals, recertification. Children in services early progress measurably better. For your clients with young children not yet in services, the urgency is real. 800+ NYC families helped. All 5 boroughs. Bilingual. No referral fees. Worth a 20-minute call? (929) 333-3955 | ameliahomecareny.com
ContactOrganizationCategoryBoroughActions
Dr. Juan Pascual
Chief, Child Neurology
NewYork-Presbyterian / Weill Cornell
Hospital
Manhattan
Dr. Kara Yohay
Division Director
NYU Langone — Child Neurology
Hospital
Manhattan
Dr. Walter Molofsky
Division Director
Mount Sinai — Pediatric Neurology
Hospital
Manhattan
Division Chief
Chief, Pediatric Neurology
Children's Hospital at Montefiore
Hospital
Bronx
Dr. Jules Beal
Attending Neurologist
NewYork-Presbyterian Brooklyn Methodist
Hospital
Brooklyn
Dept Coordinator
Pediatric Neurology Dept
NewYork-Presbyterian Queens
Hospital
Queens
Dev. Peds Director
Director, Dev. Pediatrics
NYC Health + Hospitals / South Brooklyn
Hospital
Brooklyn
Dr. Jamie Lee Palaganas
Founder & Lead Neurologist
Pediatric Neurology of NYC
Dev. Peds
Manhattan
Dr. Rami Grossmann
Director
Child Neurology & Developmental Center
Dev. Peds
Queens
Division Director
Chief, Dev. Peds
Northwell Health — Cohen Children's
Dev. Peds
Queens
Dr. Poole-Di Salvo
Developmental Pediatrician
NYU Langone — Dev. & Behavioral Peds
Dev. Peds
Manhattan
Medical Director
Network Medical Director
Tribeca Pediatrics (5-borough)
Dev. Peds
All Boroughs
Practice Director
Practice Director
Manhattan Pediatric Associates
Dev. Peds
Manhattan
Assistant Director
Asst Director EI
NYC EI — Manhattan Regional
EI office
Manhattan
Assistant Director
Asst Director EI
NYC EI — Brooklyn Regional
EI office
Brooklyn
Assistant Director
Asst Director EI
NYC EI — Bronx Regional
EI office
Bronx
Assistant Director
Asst Director EI
NYC EI — Queens Regional
EI office
Queens
Assistant Director
Asst Director EI
NYC EI — Staten Island Regional
EI office
Staten Island
Bureau Director
State EI Director
NYS Bureau of Early Intervention
EI office
Statewide
Consumer Affairs Director
Director
NYC EI Consumer Affairs Office
EI office
All Boroughs
Special Education Director
Citywide SE Director
NYC DOE — Special Education Central
CSE
All Boroughs
CCSE Coordinator
Council Coordinator
Citywide Council on Special Education
CSE
All Boroughs
CSE Chairperson
CSE Chairperson
CSE District 7 — Bronx
CSE
Bronx
CSE Chairperson
CSE Chairperson
CSE District 28 — Queens
CSE
Queens
Regional Chief
Regional Chief SE QA
NYS Education Dept — SE Quality Assurance
CSE
Brooklyn
Select channel + audience
Channel tip
Send Tue–Thu 9–11am. Always personalize [Name] and [Org]. Follow up Day 3 and Day 7.
Message
Email — Family
Subject
Free home care & OPWDD services for your child — Skilled Nursing, Therapy & more
Body
Hi [Name], My name is [Your Name] from Amelia Home Care. If your child has autism, cerebral palsy, Down syndrome, intellectual disability, or another developmental disability, they may qualify for a full clinical team in your home — covered through Medicaid at no cost. We bring directly to you: 🩺 Skilled Nursing (RN/LPN) 🦵 Physical Therapy ✋ Occupational Therapy 🗣️ Speech Therapy 🧠 ABA Therapy 🤲 Home Health Aides 👩‍💼 Medical Social Workers We also run the full OPWDD process for your family at no cost. 800+ NYC families helped. Care can start within approximately one week. A grandparent, adult sibling, aunt, uncle, or family friend can be hired and paid as your child's home aide. Call us: (929) 333-3955 | ameliahomecareny.com Bilingual team | We accept most insurances Brooklyn: 3007 Ocean Pkwy | Bronx: 384 E 149th St
Quick questions
Amelia agency context
Agency: Amelia Home Care — licensed NYC home care agency
Core offer: Free OPWDD waiver navigation + in-home clinical team (Skilled Nursing, PT, OT, Speech, HHA, Medical Social Workers) — all at no cost through Medicaid
Key fact: We only benefit once the child is approved. Care can start within approximately one week.
Offices: Brooklyn (3007 Ocean Pkwy) + Bronx (384 E 149th St)
Phone: (929) 333-3955 | Fax: (929) 447-1101
Bilingual: English / Spanish + additional languages
Prospects: 25 contacts loaded — EI offices, hospitals, dev. peds, CSE offices
AI advisor chat (Claude)
Hi — I'm your AI advisor for Amelia Home Care. I know your agency, your 25 prospects, your full clinical team offering, and your OPWDD positioning.

Key note: Services begin within approximately one week of authorization — I use this in all messages and recommendations.

ABA therapists are now a primary outreach audience — they see your families daily and are the fastest path to referrals. Amelia complements ABA, not replaces it.

Inbound watching. 25 outbound prospects ready. What do you want to tackle?
⚡ Connect GoHighLevel to activate live contact sync, pipeline stage updates, warm lead alerts, and workflow triggers.
Connect GoHighLevel
How to get your GHL token
1
Log in to app.gohighlevel.com and go to your sub-account
2
Go to Settings → Integrations → Private Integration
3
Click "Create Private Integration Token" — name it "Amelia Dashboard"
4
Copy the token + your Location ID from Settings → Business Profile
5
Paste both above and click Connect — all 25 prospects sync immediately
What syncs once connected
✓ All 25 prospects → GHL contacts with tags
✓ Every inbound lead → GHL contact with source tag + pre-qual answers
✓ Pipeline stages sync in real time (New → Called → Qualified → Intake → Case)
✓ Warm leads trigger SMS alert to your phone
✓ Call recordings and transcripts saved to each GHL contact
✓ Day 3 and Day 7 follow-ups triggered via GHL workflows
✓ Annual Medicaid recertification reminders calendared automatically
Activity log
Dashboard initialized
25 prospects loaded · Message library ready · AI Advisor active · Inbound monitoring live
Today
Agency info
API keys — activate agents
☎ Pre-qualification voice script. This is the script Bland.ai runs every time an inbound lead arrives — within 60 seconds of a form submission from Google, Facebook, TikTok, your website, or any other source.
60s
Time to first call
5
Pre-qual questions
2-4 min
Average call length
Script structure
Opening
Thanks them for filling out the form, confirms it's a good time to talk
Intro
Explains who Amelia is — full clinical team + free OPWDD navigation through Medicaid
Q1
Child's name and age
Q2
Official diagnosis (autism, CP, Down syndrome, ID, etc.)
Q3
Medicaid / insurance status
Q4
Daily care needs (nursing, mobility, communication, behavior, personal care)
Q5
Current OPWDD or EI status
Outcome
Qualified → book intake call · Not qualified → nurture sequence
Sync
All answers + call recording auto-saved to GHL contact record
Bland.ai configuration
VoiceFemale, warm, professional
LanguageAuto-detect EN / ES
Max duration4 minutes
Caller ID(929) 333-3955
Retry if no answer+20 min, +2 hr, next day
RecordingYes → saved to GHL
TranscriptionYes → AI summary to GHL notes
Webhook on completionPOST to GHL with full pre-qual data
Full Bland.ai script — copy and paste directly
Inbound lead pre-qualification
◎ Lead sources. Connect your form sources here. Every form submission triggers an immediate AI voice call within 60 seconds plus SMS and email — no matter where the lead came from.
🔍
Google Ads — Lead Form Extensions
Search · Display · YouTube lead forms
Not connected
📘
Facebook / Instagram Lead Ads
Instant lead forms on FB and IG
Not connected
🎵
TikTok Lead Generation Ads
In-app lead forms on TikTok
Not connected
🌐
Website form — ameliahomecareny.com
Any HTML form on your website
Not connected
GoHighLevel forms / funnels / landing pages
Native GHL forms and funnel steps
Not connected
🔗
Any other source — universal webhook
Zapier, Make, Typeform, Unbounce, etc.
Not connected
AI routing by source
🔍
Google Ads
High-intent search — families message + voice follow-up
Family
📘
Facebook / Instagram
Family or ABA therapist — detected from ad targeting
Auto-detect
🎵
TikTok Ads
Typically parents — warm outreach sequence
Family
🌐
Website form
High-intent — immediate full pre-qual call
Family
GHL funnel
Matched to funnel name — Claude selects template
AI-selected
What fires within 60 seconds
0 sec
Form submitted → webhook received → lead data parsed
5 sec
SMS sent · Email sent · GHL contact created with source tag
15 sec
Bland.ai voice call placed — pre-qualification script begins
2-4 min
Pre-qualification complete — qualified or nurture outcome logged
Same day
Human coordinator alerted by SMS for qualified leads → intake call
Source tracking — every lead tagged
Each lead carries its source tag through the entire pipeline — Google, Facebook, TikTok, Website, GHL, or Other. You can filter the live lead feed by source, run channel performance reports, and see exactly which ad channels produce the most pre-qualified leads. Source data is also pushed to GHL as a custom field, so you can build GHL workflows that branch by source.
◷ Follow-up sequences. Pre-built multi-touch sequences — every message powered by Amelia's full clinical team and free OPWDD positioning. Click any sequence to view all touches and copy them.
Select a sequence
👴 Geriatric — Inbound system. Every form submission for senior home care services triggers an immediate AI voice call within 60 seconds, plus SMS and email. All Medicaid, private pay, and long-term care insurance leads route here.
0
Geriatric leads today
0
Pre-qualified
0
Nurture sequence
No geriatric leads yet. Connect your lead sources or use Vibe Prospecting to populate this feed.
First 60 seconds — geriatric inbound flow
0 sec
Form submitted → webhook fires (Geriatric pipeline)
5 sec
SMS sent · Email sent with senior care services overview
15 sec
Bland.ai voice call — geriatric pre-qualification script
2-4 min
Pre-qual outcome → qualified books intake / others nurture
Instant
GHL geriatric pipeline updated · funding source tagged
Same day
Geriatric coordinator alerted · calls to complete intake
Geriatric pre-qualification questions
1
Senior's name and age
Confirms recipient, age cohort (typically 60+)
2
Caller's relationship to senior
Self · spouse · adult child · POA · discharge planner
3
Funding source
Medicaid · long-term care insurance · private pay · combination
4
Daily care needs
ADLs · medication · mobility · cognitive support · skilled nursing
5
Urgency / timeline
Hospital discharge · post-rehab · family stretched · planning ahead
☎ Geriatric pre-qualification voice script. This script loads into Bland.ai and runs whenever an inbound geriatric lead arrives. Add your specific service language and content tomorrow morning.
Geriatric inbound script — populate with your content
◎ Geriatric lead sources. Separate webhook URLs route geriatric leads to the geriatric pipeline — kept distinct from your OPWDD pediatric pipeline.
🔍
Google Ads — Senior Care Keywords
"home care for elderly" · "Medicaid home care NYC"
Not connected
📘
Facebook / Instagram — Senior Care Audiences
Adult children 45-65 · caregivers
Not connected
GHL Geriatric Funnel
Native GHL form for senior home care intake
Not connected
🌐
Geriatric Website Form
Senior care landing page on ameliahomecareny.com
Not connected
🏥
Hospital Discharge Referrals
Direct intake from discharge planners
Not connected
Geriatric audience segmentation
🏥
Hospital discharge planners
Direct B2B referral relationships
B2B
🏘️
Assisted living facilities
Supplemental in-room care partnerships
B2B
👨‍👩‍👧
Adult children of aging parents
Direct-to-family advertising and intake
B2C
🩺
Geriatric social workers
Community case management referrals
B2B
Funding sources
Medicaid (LHCSA — non-CDPAP)Primary
Long-term care insuranceAccepted
Private payAccepted
CDPAPNot offered
⬆ Geriatric outbound. Launch outreach to discharge planners, ALF directors, geriatric social workers, or directly to families. Vibe Prospecting populates the prospect list.
Launch geriatric sequence
Geriatric message preview — placeholder
Email — Hospital discharge planners
Subject
Reliable home care for your discharge patients — Medicaid, LTC insurance, and private pay accepted
Body — populate tomorrow with your geriatric content
Hi [Discharge Planner Name], [ADD YOUR CONTENT TOMORROW] We're reaching out because Amelia Home Care can be a reliable post-discharge home care partner for your patients — accepting Medicaid, most long-term care insurance carriers, and private pay. What we provide in-home for seniors: [List services here — Skilled Nursing, HHAs, Personal Care, Specialty Care for dementia/Parkinson's/post-stroke, post-hospital recovery, etc.] Why discharge planners trust us: - Care can begin within approximately one week of referral - Bilingual team (English/Spanish, more languages available) - Two offices — Brooklyn and Bronx — serving all 5 boroughs + Westchester - Direct billing with most LTC insurance carriers - Medicaid navigation handled in-house For your patients ready to discharge, we can have an intake call same day and a care plan in place quickly. Would you be open to a 15-minute call to learn how we can work alongside your discharge process? Warmly, [Your Name] Amelia Home Care (929) 333-3955 | Fax: (929) 447-1101 Brooklyn: 3007 Ocean Pkwy | Bronx: 384 E 149th St
◉ Geriatric prospects — Vibe Prospecting. Connect Vibe Prospecting MCP to populate this list with NYC hospital discharge planners, assisted living directors, geriatric social workers, and care managers.
Connect Vibe Prospecting
Recommended search queries for Vibe
"Discharge planners at NYC hospitals — Mount Sinai, NYU Langone, NewYork-Presbyterian, Montefiore, Northwell"
"Assisted living facility directors and admissions coordinators in Brooklyn, Bronx, Manhattan, Queens, Staten Island"
"Geriatric care managers and aging life care professionals in NYC metro area"
"Hospital case management department heads and social work directors in NYC"
"Senior center directors and Aging-In-Place program coordinators in NYC"
"Skilled nursing facility administrators and rehabilitation discharge teams in NYC boroughs"
Prospect categories — to be populated
Hospital discharge plannersAwaiting Vibe
Assisted living directorsAwaiting Vibe
Geriatric social workersAwaiting Vibe
Care managersAwaiting Vibe
Senior center directorsAwaiting Vibe
▣ Geriatric message library. Placeholder structure — fill in your specific geriatric service language, urgency angles, and audience-specific value props tomorrow.
Select channel + audience
Message library awaiting your content.

Tomorrow morning, drop in your specific geriatric services, urgency angles, key statistics, and audience-specific value props. The structure for all 6 audiences × 5 channels (30 messages) is ready to populate.
Message — placeholder structure
Email — Hospital discharge planners (template)
Subject
[POPULATE TOMORROW] — discharge subject line
Body
[POPULATE TOMORROW] This is a placeholder for your geriatric outreach message. The structure follows the same format as your OPWDD pediatric messages: OPENING — Personalized greeting referencing recipient's role HOOK — Why Amelia is a reliable post-discharge / referral partner SERVICES — Skilled Nursing, HHAs, Personal Care, Specialty Care, etc. FUNDING — Medicaid · LTC insurance · Private pay accepted DIFFERENTIATION — Bilingual, two offices, services within one week, same-day intake SOCIAL PROOF — Stats, testimonials, partner relationships ASK — Specific call to action Standard contact block: Amelia Home Care (929) 333-3955 | Fax: (929) 447-1101 Brooklyn: 3007 Ocean Pkwy | Bronx: 384 E 149th St ameliahomecareny.com
◷ Geriatric follow-up sequences. Pre-built multi-touch structures for each geriatric audience — ready to populate with your content tomorrow.
Geriatric sequences
Sequence content awaiting your input.

Each sequence above will populate with your specific geriatric service language, urgency angles, and audience-specific value props once you provide them tomorrow morning. The structure mirrors your working OPWDD pediatric sequences exactly.
◈ AI Learning Databank. Every document you add here is automatically injected into Claude's context — making every message, follow-up, reply, and recommendation more accurate and specific to Amelia's real OPWDD process and services. The AI advisor uses this databank in every response.
Add knowledge to AI databank
Connect external documentation tool
If your OPWDD documentation tool has a webhook or API, connect it here. New documents will sync automatically.
Stored documents — 0 documents
Knowledge base library
No documents yet. Add OPWDD documentation above or load sample docs to start enriching the AI advisor.
How this improves the AI advisor
1
Outreach messages use real waiver details and service names — specific and credible, not generic.
2
Follow-up sequences reference actual OPWDD process steps — making messages feel expert-level.
3
Reply handling — Claude answers prospect questions from your actual documents, not generic AI knowledge.
4
Objection handling uses Amelia's exact positioning from your knowledge base.