The Liaison Method

The Liaison Method

Compassionate Outreach. Clinical Follow-Through. Purpose-Driven Sales.

Compassionate Outreach. Clinical Follow-Through. Purpose-Driven Sales.

Course Overview

Over four weeks, participants join three live, one-hour virtual sessions plus a 90-minute capstone designed to build confidence and skills for real-world hospice and home health outreach.

Training includes live role plays, feedback on on-the-job implementation, and guided support drawing from authentic hospice and home health examples—ensuring practical, compassionate learning.

Every participant receives individualized feedback, actionable takeaways, and the tools to immediately enhance their effectiveness supporting patients, families, and clinical partners.

What Makes Liaison Selling Unique?

Unlike territory managers, liaisons are often licensed clinicians or social workers. Their outreach must be trauma-informed, emotionally attuned, and tailored to families in grief or at turning points.

A hospice or home health liaison plays a pivotal role in guiding patients and families through emotionally complex and often overwhelming decisions at the end of life.
To do this effectively, strong liaison skills are not just helpful—they're essential. At the heart of liaison selling lies empathy, active listening, and the ability to hold space for people in distress. Families facing terminal illness are not just navigating medical realities; they’re grappling with fear, grief, confusion, and sometimes conflict.
A liaison with this training can recognize and validate these emotions while remaining calm and grounded. This allows them to establish trust quickly, which is crucial when time is limited and decisions are urgent. These skills also equip liaisons with techniques for motivational interviewing, boundary-setting, and cultural competence—all of which are key when discussing sensitive topics like hospice, palliative care, or do-not-resuscitate orders.
They can gently address denial or resistance, helping families and providers align around the best plan of care without pushing or pressuring. Moreover, this training enhances a liaison’s ability to collaborate with interdisciplinary teams—nurses, physicians, chaplains, and case managers—ensuring that the patient’s physical, emotional, and spiritual needs are honored.
It enables them to speak the language of both care and compassion, bridging clinical reality with human dignity. In high-stakes conversations about end-of-life care, facts alone are not enough. Families need someone who can read the room, hold the weight of silence, and guide them toward choices that reflect their values and goals. That’s the soul of liaison work—and the secret to being an exceptional hospice or home health liaison.

Examples:
- Hospice liaison following up with a grieving daughter after a declined referral
- Home health liaison offering bilingual education to a diabetic patient’s family

Key Modules

What Good Looks Like - The liaison role, habits of excellence, winning styles and repeatable processes.

Targeting & Prospecting: Approaching ALFs, SNFs, and providers with compassion—balancing outreach metrics and gentle entry points.

Cultural Competency & Clinical Follow-Up: Addressing diverse communities with empathy, mastering handoffs, documentation, and bereavement support.

Roleplaying Real Scenarios: Navigating tense clinical conversations, supporting families in crisis, and responding ethically to service failures.

70%

70%

of admissions through partnerships

of admissions through partnerships

Faster

Faster

family conversions

family conversions

“This training helped me become a truly compassionate liaison—our families feel heard, seen, and supported at every step.”

“This training helped me become a truly compassionate liaison—our families feel heard, seen, and supported at every step.”

A. Rivera, Hospice Liaison

Join the Next Liaison Cohort

Join the Next Liaison Cohort

Take the next step in transforming your team’s outreach, sales, and patient care.

Take the next step in transforming your team’s outreach, sales, and patient care.

Take the next step in transforming your team’s outreach, sales, and patient care.

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