Guides & Templates to Get You Started

Growing your business doesn't have to be hard.

We've got you covered.

Check out our collection of resources so you can focus on providing quality care for your clients.

Building a Legacy:

Thoughtful Steps to Prepare your Home Care Agency for Acquisition

This guide covers:

✔ Understanding the buyers landscape

✔ Assessing your agency's value

✔ Optimizing your operations

✔ Getting your finances in order

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NEW!

A Home Care Owner's Guide to Burnout Prevention

A Comprehensive Guide to Preventing Burnout in An Industry That You Love

This guide covers:

Introduction
Understanding Burnout in the Home Care Industry
Factors Contributing to Burnout Among Home Care Owners
Strategies to Mitigate Burnout

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NEW in Partnership with Polsinelli

Breaking Down the Different Methods of Home Care Delivery: Agencies, Registries, Virtual Marketplaces and Consumer-Directed Models

A Comprehensive Guide to Operating Multiple Models of Home Care Services

This guide covers:

Goal of Home Care
Costs of Care
What are the Models of Home Care?
Where is Each Model of Care Allowed to Operate?
Your Top Legal Considerations For Each Model
How to Run a Dual or Tri-Model of Care
Funds Flow & Payment Specifications for Registries

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Master EVV for your Home Care Agency

Learn all about EVV and how it can help you Improve Business Operations and Increase Revenue and Retention.

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Grow Your Caregiver Network

A Comprehensive Guide to Caregiver Recruitment and Retention

Finding people that are willing to work is only half of the battle. Experienced, qualified caregivers are hard to come by these days. In this report, we cover how to recruit and retain great caregivers.

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Home Care Templates

12 Ways To Appreciate Your Caregivers Outside of National Caregivers Day

We know it’s hard to gather caregivers together and celebrate their success as often as you would like. Bearing that in mind, we put together 12 ideas to keep your team appreciated and engaged.

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12 Ways To Appreciate Your Caregivers Outside of National Caregivers Day

Your Guide to Introducing You (And Your Home Care Agency) To A New Referral Partner

So you just opened your agency and you’re excited to hit the ground running. You need referral partners. But how do you begin to introduce yourself and your services?

Below is a template for you to customize for your needs and the type of partner you’re working with.

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Your Guide to Introducing You (And Your Home Care Agency) To A New Referral Partner

6 Common Traits of Ideal Caregivers

The caregiver recruitment landscape is constantly changing, but the qualities that you and your clients look for in team members should always remain consistent.

Here are the top 6 that you should look for and interview questions that are tailored to each trait.

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6 Common Traits of Ideal Caregivers

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The Magic Behind Caregiver Scheduling

Your schedulers have one of the most important functions in the home care business as matchmakers.

Maximize the impact of their efforts with this matching guide.

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The Magic Behind Caregiver Scheduling

Client Emails Template: The Power of Follow-Up

It’s one set of skills to master the inquiry call, but the key to sealing the deal is in the follow-up. Increase your conversion rates by supporting your sales skills with compelling follow-up email cadences.

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Client Emails Template: The Power of Follow-Up

Home Care Inquiry Template

Inquiry calls are the beginning of a family’s journey to care. Not only are they the beginning, but a call is the first impression the (most likely) adult children have of your company, your story, and your home care brand image.

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