For Ari Nagy · Bethany Home Care From Jordan McGrath · BrandThis September 2026

Get your week back.

You told us you've become your managers' assistant, and that you want to "create the sense that you are replaceable." This is how the first 30 days get you there. Rent that collects itself. Calls that land at the right house. Families who hear from us without you chasing anyone. And one picture of the whole business every Monday.

30 days to first results
4 things running on their own
Every account in your name
No surprise fees, all listed below

The same Tuesday, twice

What changes, and what doesn't

Hospital relationships, tours and closing families stay yours. That's your Tier 1. Everything else stops landing on your phone.

Today
Day 31
RentOnly the first month gets an invoice. About 1 in 4 residents missed 1–3 months in 2025, and nobody noticed until tax time.
RentEvery family gets an invoice on the 20th, with reminders before and after the 1st. You see exactly who hasn't paid, every Monday.
PhonesNight staff answer sales calls. Hospitals reach the wrong building at 3 AM.
PhonesEach house has its own line and after-hours rules. An AI receptionist takes new-family details overnight and has them waiting for you in the morning.
FamiliesAfter move-in, a family might hear from us once, then nothing until the next ER visit.
FamiliesCalls on arrival day, the next morning, day 3, and a day-10 meeting. Each one is assigned to Rachell or Maria, reminded, and checked off.
Your managersYou chase "did you do this?" by text, across WhatsApp and a group chat.
Your managersOne team channel. The follow-ups chase themselves, and you only see what's stuck.
The numbersYou piece it together from Quicken, bank statements and memory.
The numbersA 2-minute Monday summary: money in, money owed, calls, move-ins, follow-ups.

What you'll actually see

Your Monday morning

# ari · private
Mon 8:00 AM
Claude 8:00 AM
Good morning, Ari. Here's last week.
Money
  • $148,200 collected
  • 5 invoices unpaid: $31,400 (3322 East Ave ×3, Rockne ×1, Harvard ×1)
  • 2 checks for Judy to record
Calls
  • 11 new-family calls, 2 missed (called back same day)
  • 1 hospital call routed to 3322 at 2:14 AM
Families
  • 2 move-ins this week
  • 4 follow-ups due: Rachell 3, Maria 1
  • Day-10 meeting Thursday, 3234 East Ave
Needs you: approve November rent (68 invoices, $441,650). Reply "approve".
Ari 8:12 AM
approve
Claude 8:12 AM
Done. 68 invoices go out today. I'll flag anything unpaid on the 3rd.

Example. The numbers are made up to show the format.

It comes to you

It lands in a private Slack channel on your phone. No logins, no dashboards to remember.

You can answer it

Reply in the thread: "why is 3322 behind?", "approve", "remind Maria". It works both ways.

It only asks when it matters

Invoices and reminders run on their own. You're asked only to approve a month's rent run or a late fee, or when something's stuck.

Your managers get their own

Rachell and Maria see only their follow-ups and tasks, not the money.

How it fits together

Four things run on their own. One picture comes to you.

Money

Invoices, reminders, payments, who's behind

Stripe

Phones

The right house, after-hours rules, new-family calls captured

RingCentral (yours today)

Families

Move-in calls, day-10 meeting, welcome notes

Slack reminders

Team

One channel per region, tasks that follow up on themselves

Slack
Monday pictureWritten by Claude, the assistant that reads all four and posts to your Slack

Tap any piece to see exactly what runs behind it:

Money: rent that collects itself
What you'll notice
Every family gets an invoice on the 20th. Reminders go out before and after the 1st, and unpaid invoices show up in Slack.
What runs it
Stripe sends the invoices and reminders itself. Claude drafts each month's run for your approval and writes the Monday summary.
Who approves
You (or Judy) approve each month's run with one reply. Late fees go out only if you approve them, and only after they're in your admission agreement.
If something breaks
The invoices and reminders keep running inside Stripe. If Claude can't send the month's run, Judy clicks Send in Stripe, which takes about a minute.
Phones: the right house, every time
What you'll notice
Hospitals reach the right building. New-family calls come to you, and after hours they're captured instead of lost.
What runs it
Your existing RingCentral: a number and hours per house, plus RingCentral's own AI receptionist for after-hours inquiries.
Who approves
You sign off on the call routing once. Nothing is changed without Judy knowing, since she's already been setting RingCentral up.
If something breaks
Calls fall back to your current routing. Voicemails still go to email.
Families: nobody goes six months unheard from
What you'll notice
Every move-in gets calls on day 1, 2 and 3, and a day-10 meeting, each logged as done.
What runs it
Judy posts the move-in in Slack. Claude schedules the follow-ups and tags Rachell or Maria on the right day.
Who approves
Your managers make the calls, which is their job. The system only reminds them and keeps track.
If something breaks
Anything overdue shows up in your Monday summary.
Team: off the group texts
What you'll notice
One place for managers, organized by region. You see what's stuck, not every message.
What runs it
Slack, with Claude in it to answer questions, post reminders and write summaries.
Who approves
You decide who's in which channel.
The one rule
No resident health details in Slack: no diagnoses, medications or incidents. Those stay in your care system. Slack gets only "there's something to look at."

An example, start to finish

One family's month

Mrs. K lives at 3322 East Ave. Her daughter pays the $7,000 rent. Here's her month, including exactly where the fees show up.

Oct 20
The invoice goes to her daughter by email.

It says "Monthly residency, 3322 East Ave," due Nov 1, with a Pay button and your bank details for checks.

Oct 29
A friendly reminder goes out automatically.

Nobody at Bethany does anything.

Oct 30
She pays from her bank account.

Stripe matches the payment to her invoice and marks it paid.

Fee to Bethany: $40 ($5 bank fee + $35 invoice fee)
Nov 2
It shows as paid in your Monday summary.

Nobody reconciles anything by hand.

And if she doesn't pay?

Reminders go out on Nov 3 and Nov 8, and she shows in Slack as unpaid. If your admission agreement allows a late fee, Claude asks you in Slack whether to add it. You decide, every time. If she mails a check instead, Judy marks it paid in 10 seconds, and there's no fee at all.

Month 1 of the build

The first 30 days, week by week

Most of the work is mine. Here's what your team gives, in actual hours.

WeekWhat you'll noticeYour team's time
Week 1Accounts set up in your name. The team channel opens. The rules are written down.Judy: about 2 hrs (resident list, rate card). You: 30 min (approvals)
Week 2Invoicing built. 3–5 friendly families try it with real invoices. A family letter is drafted for your OK.Judy: about 1 hr (pick the pilot families). You: 10 min (review the letter)
Week 3Phones routed by house. The after-hours receptionist goes live. The first Monday summary arrives.You: 30 min (RingCentral access). Managers: 15 min each (Slack walkthrough)
Week 4Move-in follow-ups running. The family letter goes out. Next month's rent goes out as invoices.You: 5 min (approve the first rent run)

If we start the week of Sept 28, the first full rent run goes out around Oct 20 for November.

No surprises

Every dollar, up front

You pay the software companies directly, in Bethany's name. I don't mark anything up. Here is every monthly cost and every fee.

Monthly software

WhatForMonthly
Slack ProAbout 7 people: you, Judy, Rachell, Timea, Maria, Jordan, +1Team channel and your Monday summary$51–61
Claude Team2–3 seats, plus usage in Slack under a monthly cap you setThe assistant that writes summaries and drafts$40–75 + usage
RingCentral AI ReceptionistAdd-on to your current plan. 100 minutes included, then $0.50/minAfter-hours new-family calls$39
StripeNo monthly fee; you pay per paid invoice (next table)Invoices, reminders, payments$0
RingCentral, Dropbox Sign, GoogleWhat you already pay todayNo change$0 extra
Fixed monthly, Phase 1about $130–175 + usage

From month 2: QuickBooks Online at $38–140 a month per company replaces Quicken, so your P&L builds itself.

Fees per rent payment (on a $7,000 rent)

How the family paysWhat happensFee to Bethany
Check or mailed bill-payJudy marks it paid in Stripe$0
Bank transferFrom their bank's bill-pay to Bethany's own account numberMatched to the invoice automatically$40$5 cap + 0.5%
Bank debit (ACH)They authorize once and it's paid each monthPaid on the due date$40$5 cap + 0.5%
Credit cardAllowed or switched off, your choice$2382.9% + 30¢ + 0.5%
Unpaid, voided or written off$0

Bank payments have a $5 cap however big the rent is. A failed bank debit costs $4. California's rules on passing card fees to families are unsettled, so we'd leave card fees with Bethany, or switch cards off, unless your attorney says otherwise.

Your monthly fees, estimated

Everyone else pays by check, at no fee.

Estimated fees a month

$1,219
Rent billed$422,500
Collected through Stripe$211,250
Fees as % of all rent0.29%

Estimate only. It uses Stripe's published rates (0.5% per paid invoice, bank payments 0.8% capped at $5, cards 2.9% + 30¢), checked Sept 22, 2026.

What stays yours

Your business, your keys

Every account is in Bethany's nameStripe, Slack, Claude, all of it. I'm added as a helper, and you can remove me any time.
All your data can leave with youEverything we set up can be exported. Nothing locks you to me or to any one company.
A person approvesThe system drafts and reminds. No charge, late fee or message about someone's care goes out without a human OK.
Health details stay in the care systemNone of these tools hold diagnoses, medications or incidents.
A written playbookA shared Bethany folder records how everything works and every decision made, so anyone can pick it up.
A way out, alwaysIf the partnership ever stops being worth it, tell me and we'll wind down together over 60 days. Everything we built keeps running.
Before you load residents into CaringData, get three answers from them in writing:
  1. Will they sign a BAA (the HIPAA agreement)?
  2. Can you export all your data at any time, including if you leave?
  3. Can your other systems connect to it, or will they give written OK for automated access?

I'm also comparing two care systems that connect better. You'll have that comparison before you decide.

Where this can go

Built to build on

Nothing we set up now gets thrown away. Each step sits on the one before, all the way to your own Bethany app if you ever want one.

Later

Your own Bethany app. One screen across every house, built on the same data.

Months 2–3

Numbers without you. QuickBooks per company, a P&L per building every month, admission paperwork that starts the welcome process on its own, and your care system chosen and moved.

Month 1

The foundation. Rent, phones, family follow-ups, your team channel and the Monday picture.

Investment

Straight talk on cost

I take on only a few builds at a time so each one gets my full attention, which is why my minimum for a build is $10,000 a month. The build is three months. After that, I stay on as your growth partner for a year, at a fraction of the build rate, so the system keeps getting better as Bethany grows.

If that's more than it's worth to you right now, I completely understand. The roadmap is yours either way. What matters most to me is that you're taken care of.

— Jordan

Anytime

The roadmap, handed off

Free

  • This plan, all my notes and the vendor questions: yours to keep
  • An introduction to two people I trust who could build much of it for less
  • An honest heads-up: they'd set their own pricing, and the more involved pieces (the phones and the Slack assistant) may need extra help
Cost$0
Months 1–3

The build

Everything on this page, and then some

  • Month 1: rent that collects itself, phones by house, family follow-ups, the team channel, your Monday picture
  • Month 2: QuickBooks for each company and a P&L per building every month; admission paperwork that starts the welcome process on its own
  • Month 3: your care system chosen and moved; welcome emails for families and new staff; the Bethany playbook finished
Per month$10,000
Three months$30,000
Months 4–15

Growth partnership

Your operating partner, on call

  • Same- or next-day answers from me, not a ticket queue
  • Every new home and new hire onboarded: Danville first, then whatever's next
  • Anything that breaks, fixed, and the system tuned as real life tests it
  • New features, planned together: a quarterly "what's next" session to decide what to build
  • Your monthly scorecard: money collected, rent owed, calls, follow-ups done
  • Kept current as Stripe, Slack and RingCentral change
Per month$3,000
Term12 months
First 12 months$57,000

That's the $30,000 build plus 9 months of partnership. Software is paid directly by Bethany, at about $1,200–1,600 a month including Stripe fees (itemized above). All in, it's about what one office hire costs in the East Bay, and the system doesn't take sick days.