TellaBoomer Pitch Deck - Transform Your OT Practice

Transform Your OT Practice

Scale Your Clinical Expertise with Aging-in-Place Intelligence

TellaBoomer RPM Platform

For Entrepreneurial Occupational Therapists Ready to Scale

You Left Traditional Healthcare for a Reason

But You Hit a Wall

Your expertise doesn't scale beyond your hours
Income ceiling = Your available time × Your rate
Quarterly follow-ups miss concerning changes
Families call anxious with "something seems off"
Documentation takes hours after each visit
Geographic limits constrain your reach

Maximum Active Clients

Before quality suffers and burnout sets in

$48K

Annual Revenue Ceiling

The Opportunity Is Massive

10K

Daily

People turning 65 every day in the US

90%

Want To

Age in place at home, not in facilities

30%

Do So Safely

Without falls or premature institutionalization

60%

Gap

The market you can serve with the right tools

"The families are willing to pay. The need is desperate. You just need a business model that scales your expertise without sacrificing quality."

What If Your Expertise Could Be in 50 Homes at Once?

Traditional Model

Episodic quarterly visits
2-3 hour assessments + drive time
Handwritten notes, manual reports
Reactive: Problems found after they worsen
40 clients maximum
$1,000-1,200/year per client
$48K annual ceiling

→

TellaBoomer-Enhanced

Continuous 24/7 monitoring
Same assessment + automated data collection
Auto-generated comprehensive reports
Proactive: Intervene before crisis
100+ clients possible
$2,000-3,000/year per client
$200K+ potential

How It Works: 4 Components

1. Sensor Network

Non-intrusive smart home sensors (motion, bed occupancy, contact) integrated with Hubitat/SmartThings platforms. No cameras. No wearables. Just silent observation.

2. Data Collection

24/7 automated monitoring of movement patterns, bathroom visits, transfer efficiency, sleep consolidation, restlessness index, environmental factors.

3. Clinical Interpretation

Algorithms translate sensor data into FIM scores, fall risk stratification, ADL/IADL performance, trend detection. OT frameworks you already know.

4. Multi-Audience Dashboard

Auto-generated 40+ page comprehensive reports. Narrative storytelling for families. Clinical assessment for providers. CAPS specifications for contractors.

You Still Do the Home Visit

Your clinical expertise can't be replaced. Technology amplifies it—automating data collection, documentation, and continuous monitoring while you focus on clinical judgment.

The Deliverable That Changes Everything

From 5-Page Summary to 40-Page Comprehensive Intelligence Report

For Your Client

8-chapter narrative journey
"Your home told a story last night..."
Accessible, non-medical language
Emphasis on strengths & opportunities
Emotionally resonant storytelling

For Their Family

Objective data for decision-making
ROI analysis (modification costs vs. fall hospitalization)
Before/After scenario comparison
Sharable reports (reduce sibling conflict)
Peace of mind monitoring

For Contractors

CAPS-certified specifications
Exact requirements (lux levels, mounting loads)
Cost estimates & priority rankings
Before/After verification metrics
Detailed enough to bid accurately

Same 2-3 Hour Home Visit

But 10X the deliverable value. That's how you justify $950 instead of $350.

Four Revenue Streams from One Platform

1. Premium Assessment ($750-1,200 one-time)

Comprehensive initial evaluation with 14-day baseline data collection, 40-page report, CAPS-certified modification roadmap, 90-day implementation plan.

2. Continuous Monitoring ($99-149/month)

24/7 automated monitoring, weekly summaries, monthly comprehensive reports with your clinical interpretation, quarterly video reviews. You spend 30 min/month per client.

3. Implementation Coordination ($300-600 per project)

Send specs to contractors, bid comparison, quality verification, before/after metrics documentation. 60% conversion rate.

4. Family Portal ($49-79/month add-on)

Distant adult children get simplified dashboard access, monthly reports, appropriate alerts. 35% uptake rate.

Annual Revenue Per Client

$3K

Year 1 average including all streams

Recurring Revenue (Year 2+)

$2K

Pure monitoring + family portal

Your Practice Transformation: 3-Year Projection

YEAR 1

Building Client Base

60 assessments @ $975 avg = $58,500

40 monitoring clients (cumulative) @ $1,488 avg = $59,520

36 implementation projects @ $270 avg = $9,720

14 family portals @ $280 avg = $3,920

Total: $131,660 (+174% vs. traditional $48K)

YEAR 2

Established Practice

40 new assessments @ $975 = $39,000

80 monitoring clients (40 from Y1 + 40 new) @ $1,488 = $119,040

24 implementation projects @ $270 = $6,480

28 family portals (35% of 80) @ $280 = $7,840

Total: $172,360 (+259% vs. traditional)

YEAR 3

Mature Practice

30 new assessments @ $975 = $29,250

100 monitoring clients @ $1,488 = $148,800

18 implementation projects @ $270 = $4,860

35 family portals @ $280 = $9,800

Total: $192,710 (+301% vs. traditional)

Real Results: Early Adopter Success

Geri Atrik, OTR/L, CAPS

"Aging With Confidence" Practice | Austin, TX

"TellaBoomer transformed my practice. I serve 3X as many clients without sacrificing quality."

+171%

Revenue Growth Year 1

Monitoring Clients Added

-5hrs

Weekly Hours Worked

$147K

Year 3 Projection

"I was skeptical—seemed like technology replacing OT judgment. But it's the opposite. TellaBoomer amplifies my clinical expertise. Families LOVE the comprehensive reports. I've had adult children crying on video calls saying 'finally someone who understands what we're dealing with.' This transformed my practice."

Why TellaBoomer Wins

Clinical-First Design

Built for OT use cases from day one, not consumer wellness repurposed. Advisory board of practicing OTs shaped every feature.

Platform Agnostic

Works with Hubitat, SmartThings, Home Assistant. Not proprietary locked hardware. Leverage existing smart home investments.

Multi-Audience

One dashboard serves client + family + providers + contractors simultaneously. Everyone gets exactly what they need.

Evidence-Based

All recommendations cite clinical research. FIM scoring, fall risk stratification, ADL performance use standardized OT frameworks.

Dignity-Preserving

No cameras, no wearables, no constant "checking on you" feel. Technology fades into background while supporting independence.

White-Label Ready

Your branding, your client relationships. We're invisible infrastructure enabling your expertise to scale.

How We Work Together

We Provide

Pre-configured sensor kits + installation coordination
HIPAA-compliant cloud data infrastructure
Clinical interpretation algorithms (FIM, fall risk)
Dashboard generation engine (automated reporting)
Marketing materials, case studies, sales training
Certification program for TellaBoomer-enabled OTs
Ongoing platform development and support

You Provide

Clinical assessment & system configuration
Your OT expertise that technology can't replace
Monthly review of reports + clinical interpretation
Client & family relationship management
Care coordination with other providers
Continuous improvement feedback
Regional thought leadership & referrals

Platform Economics

You charge client: $149/month for monitoring package
Platform fee: $99/month (covers hardware, data, dashboards)
Your margin: $50/month pure profit per client
Your time investment: 30 minutes/month per client
Your effective rate: $100/hour for monitoring service

Getting Started: Your 90-Day Roadmap

Weeks 1-4
Foundation

Orientation & Pilot

Week 1: Platform training, business model design, practice integration planning

Week 2: Certification training (clinical interpretation, sensor placement, client communication)

Week 3: Pilot client setup (2-3 existing clients who trust you)

Week 4: Review pilots, refine workflows, create marketing materials, soft launch

Weeks 5-8
Scale

New Client Acquisition

Weeks 5-6: Marketing launch, speaking engagements, referral outreach

Weeks 7-8: Convert assessments to monitoring (60%+ target), implementation coordination, family portal upsells

Weeks 9-12
Optimize

Systems & Growth Planning

Weeks 9-10: Workflow optimization, template customization, contractor relationships

Weeks 11-12: Financial review, capacity planning, Year 1 strategic goals

By Day 90: 10-15 assessments, 6-10 monitoring clients, $150K+ annual run rate trajectory

Investment & Return

Your Investment

Certification Program

$2,500 one-time

Includes training, marketing materials, first 3 months platform access

Platform Fee

$99/month per active monitoring client

Covers data infrastructure, dashboard generation, updates

Optional Enhancements

White-label: $5,000 one-time

Regional exclusivity: $10,000/year

Advanced training: $500 each

Your ROI

Year 1 Net Revenue Increase

$67K

Conservative scenario

Break-even Point

2-3 mo

After 3-4 assessments + 5-6 monitoring clients

Year 1 ROI

312%

2-Year Cumulative: 724%

The Vision: Transforming Aging in America

90%

Want to Age in Place

30%

Currently Do So Safely

60%

The Gap

75%

Future Goal

"Technology-enhanced OT becomes the solution that transforms aging in America. You're not just building a practice—you're pioneering the future of how people age with dignity and independence."

This isn't just a business opportunity.
It's a mission to enable the aging experience people actually want.

Ready to Transform Your Practice?

The aging boomer wave isn't slowing down. The demand for aging-in-place services is accelerating. Smart home technology has reached the perfect intersection of affordability, reliability, and clinical utility.

The only question left: Are you ready?

Limited spots available for Q1 2025 cohort
Subsidized certification ($1,500 vs. $2,500 standard)
Priority consideration for regional exclusivity