Decide which smart home devices belong in your clients’ homes, and which ones will only turn you into unpaid tech support.
This 20-page printable workbook for aging in place professionals gives you worksheets, real-world scenarios, and a 90-day plan to put the decision filter into practice.
Inside the workbook, readers will find:
- Where You Stand Today: Reflection prompts and a device inventory to review what you already recommend and install
- The Three Question Filter: Four reusable device worksheets to decide whether to install a device, hold off, or say no
- Matching Worries to Devices: A worksheet linking client and family worries to practical solutions and backup plans
- The Distraction Audit: Identify the technology traps that waste your time and your clients’ money
- 10 Scenario Exercises: Realistic “what would you do if…” situations, including consent questions, product failures, and unrealistic client expectations
- Manual Fallbacks and the Grandchild Test: Make sure every smart feature has a non-smart backup and is simple enough to explain in two sentences
- The One-Page Tech Sheet: A fill-in template to post inside a cabinet door after every installation
- Maintenance Agreement Planner: Plan a quarterly check-in service that turns support calls into recurring revenue
- Protect Yourself: Consent and Limits: A worksheet for informed consent and clear limits of responsibility
- Trusted Network and Demo Caddy: Build your referral partners list and pack a demo kit for client visits
- Your 90-Day Action Plan: Choose your starter devices and commit to your next steps
- Resources and Next Steps: The kinds of organizations and professionals to look to for further help
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Important Disclaimer: This workbook is for educational and informational purposes only. It is not legal, medical, financial, insurance, or electrical advice, and it is not a substitute for guidance from a qualified professional. The worksheets, including the consent and limits planning pages, are planning tools and not legal documents. Before you use any client agreements, consent forms, or liability wording in your business, consult your own attorney and insurance professional. Smart home devices are consumer products, not medical equipment or monitoring services. Always follow your local building codes, electrical requirements, and licensing rules. Results will vary, and no outcome, income, or business result is guaranteed. Any products or organizations mentioned are examples only and are not endorsements.