Simple Start Strategy Call

Simple Start Strategy Call

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This call is designed to provide personalized support for getting started with Carefolio, helping you maximize the benefits of your binder. We also offer guidance to caregivers supporting a loved one.


Connect with one of our elite Carefolio specialists for a personalized one-on-one Zoom session. We'll guide you through every feature of your Carefolio binder, offering strategies to seamlessly integrate it into your routine and best practices for maximizing efficiency. Please note: This session focuses on optimizing personal information management, not providing medical advice. A recording of the session will be provided.


  • 60 minute strategy call 
  • Zoom Recording Provided  
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Beautifully organizing the details of caregiving - from one heart to another

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