Home Care Business Advisors provides professional coaching to those seeking information on the basic principles necessary to start a home care business with efficiency and productivity in mind.

Individuals shall gain a broad understanding of developing a business structure in a 3-Phase process that includes creating a business plan that should identify your competitive edge, optimizing a recruitment strategy, understanding the branding and marketing process, submitting licenses based on local and state regulations, and while doing so, building and retaining lasting client relationships.

Membership also coaches business owners in evaluating the efficiency of their overall operations, utilizing various systems gauging whether their services are of a high standard and the relationship they have with their staff, clients and industry professionals alike, with the aim of establishing themselves in the competitive home care market.

The next steps are simple as 1-2-3….

Schedule an initial consultation at www.calendly.com/contactyvette. During discovery consultation session, a discussion of your goals will occur which will determine your needs. Through an assessment and providing specific recommendations, a realistic timeframe will be created together with establishing achievable deliverables.

Month 1 – 3

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• Registration

  • Complete the process to ensure the formation of your business is registered with State.

• Licensing

  • Specific States are regulated to complete and submit an application to be a provider of in-home care services. Receive the guidance to understand the complexities of licensing and requirements to obtain approval.

• State/Federal/Local Application

• Business Planning

  • Follow specific guidelines in creating a business plan that outlines your projected business milestones and outlines specific nuances to understand your clients and customers. Through the development of a Business Plan, you are establishing goals for success

• Financial Planning

  • A Financial Plan is a picture of your current finances, your financial goals and short/long term strategies that identifies whether your goals are realistic. During this process, you will develop an immediate insight to what to expect financially

• Banking & Insurances

  • Banking:
    Establish correct banking practices including setting up a business account, monitoring of transactions and utilizing banking principles to leverage your business.

  • Insurances:
    Protecting your business is a critical component of establishing your entity. Obtain the correct coverage and learn how to identify changes in your business to review and reassess

• Logo Design

  • Analyze your “brand” that connects with your consumer. In the development of your logo, various strategies will be addressed and portrayed in design, including color, image and theme.

• Business Cards

  • In tandem with the logo design, creating a business card should leave a lasting impression containing accurate information.

• Brochures

  • Entice your consumer by providing pertinent information about you and your company. Development of a Brochure opens dialogue before actual contact has been made.Content driven from your business plan easily translates into your company brochure and therefore information should be as accurate, engaging and concise as possible.

• Website

  • The creation and development of your website should “tell a story” and also entice viewers to call for services. Guidance will be provided to create designs and content appropriate for applying your marketing strategies in the industry.

• Telephone/Fax Systems

  • Establish a professional telephone/communication system that represents your brand and service. With many varied systems available, you will assess functionalities and the pro’s and con’s of each, making the right decisions for your short and long term goals

• Homecare Systems

  • A Homecare System will become the “hub” of your operations. Selecting the right Homecare System that will become an effective tool in your day to day is an important decision and one not to be taken lightly.

• Payroll Services

  • Utilizing a Payroll Service will ensure your Employer responsibilities are being met as well as having a proficient method of paying your employees. Assess which service is most appropriate for you during each milestone of your operations.

• Competitive Analysis

  • Identifying your competition has multiple purposes, including knowing how to create a Niche and set price points. An analysis will provide you a clearer insight into the market and your services you intend to provide.

• Pricing & Profit Margins

  • Setting your pricing to predict profit margins will provide you a clear perspective of what is required of your business and the services it offers. Your pricing will also have a significant impact on whether your business becomes “competitive” or if your prices set you out of the market.

• Services

  • Clearly outline the services you intend to provide, ensuring that they are within the State specific scope of services. Identify services which may be a value added and which creates an enhancement to the experience your prospective clients will establish with your company.

• Niche

  • Understanding your market will provide you an awareness of services that are being rendered, and that are not being considered. Establish your NICHE on these basic principles that will become your differentiator and allow you stand out from the crowd.

Month 3 – 6

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• Policy & Procedure Review

  • With specific guidance and instruction, learn how to write and develop your company Policies and Procedures applicable to State Regulations, also ensuring all local guidelines are adhered to maintaining compliance at all times.

• Social Media Presence

  • As part of the development of a Marketing Strategy, aligning a strong Social Media presence provides potential for multiplication of viewers and potential engagement.

• Promotions & Products

  • Understanding your potential audience, creating appropriate and engaging promotional activities with promotional products that represent your company and the message you wish to convey, provides a non-verbal approach to your marketing efforts.

• Recruitment & Employee Retention

  • Strategize in methods appropriate within your direct service area to recruit qualified candidates, yet applying an approach to ensure employee satisfaction and overall retention.

• Client Relations

  • Identifying methods to procure new clients is the cornerstone of the business. Know where, what and how to form the relationships with an authentic approach, creating a long term relationship

• Protocols

  • In addition to company Policy & Procedures, office protocols itemize specific functions within the office environment, thus carving a streamlined approach to day to day operations and a specific roadmap to your organizational growth

• Contracting (Veterans, Waiver Programs & HMO’s)

  • Expand the potential of professional referrals through the collaboration of various homecare associated business organizations and/or senior care programs managed by Federal programs such as Veterans Administration, Local Medicaid Waiver Programs or Health Management Organizations (HMO’s). Learn how to appropriately submit Provider Applications with minimal recourse and denials, maximizing time and efforts.

• Marketing Strategies

  • Create a consistent marketing strategy by identifying the key resources within your professional community ensuring the promotions of your brand echoes through the industry bringing strong relationships and ongoing referrals.

• Marketing Systems

  • The action of applying professional marketing strategies should bring the awareness of setting goals, executing those goals and taking action to maintain consistency. In establishing a momentum, it is important for the role to be supported with systems to facilitate the tracking and collection of data for strategically aligning efforts within this scope of business.

• Referral Sources & Prof Partners

  • Our businesses can only thrive through successful referrals and the collaboration of other industry professionals to meet the needs of your clients. Establish relationships within your immediate and direct professional circle, identifying those individuals who through an appropriate approach and authentic interactions, will become a long existing Professional Partner.

• Building Business Credit

  • It is known that as a business entity, establishing business credit is equally as important as personal credit. Create leverage for your business by understanding the steps required to build business credit using an approach systematic to create an additional source for business growth.

  • Establish Credit Profile
    It is known that as a business entity, establishing business credit is equally as important as personal credit. Create leverage for your business by understanding the steps required to build business credit using an approach systematic to create an additional source for business growth.

  • Apply Tier 1 Credit
    In following the methods of creating a credit profile, you will be ready to begin applying for “trade accounts” of which will begin the process of reporting purchases and payments. Through successfully applying these principles, you will be in a position to elevate to Tier 2, 3 and Tier 4 trade accounts which host larger offers of credit to your business.

• Financials/Systems (Quickbooks)

  • Create habits of financial literacy with the utilization of Financial Systems to collect, track and calculate business transactions. HCBA Business Owners will learn the principles of pricing, basic taxation, setting budgets and establishing financial margins in order to operate with growth in mind

Month 6 – 12

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• Operations

  • Grasping the day to day operations can be at times overwhelming. Receive timely response by utilizing the support of the Coaching Team to navigate issues and challenges that may present themselves.

• Community Awareness

  • Establishing a presence within your community provides access to professional resources that leads potential referrals. You shall penetrate the immediate community and identify opportunities for business collaboration.

• Policy & Procedure Review

  • The development of Policy & Procedures will the back-bone of the organization. Creating clear and compliant documents will contain practices relative to state standards, labor laws and agency protocols.

• Scaling Strategies

  • Assessing your business start-up and operations shall formulate avenues for Scaling your business. With multiple factors to consider, strategize your business growth with confidence and consistency.

• Business Development

  • Formulate Business Development initiatives synergistic to the business core mission that leads the business into new/alternative territories for growth and/or expansion.

• Review of Pricing & Margins

  • During the initial start-up phase, setting appropriate price points and profit margins created the introduction to the industry. At this junction of operations, review pricing and margins to determine your competitive edge to align upcoming months operations.

• Contracting

  • Understanding the grass-roots of your business will elevate potential for establishing new relationships with local/state professional care providers and programs such. Secure the “right” arrangement for your organization that leads to alternative sources of referrals.

• Accreditation

  • Position your company as an Industry leader by obtaining Accreditation recognition that identifies your company as such that promotes the delivery of high quality home care services within your community.

• Home Care Associations

  • Extend your professional alliances with the collaboration of professional resources and affiliations. Planting roots with various Home Care Associations can provide the pathway of your businesses deeper industry relationships.

• Building Business Credit

  • With strategic planning and forecasting, enter into the steps to acquire Tier 2 and Tier 3 trade lines, providing leverage for continued business growth and expansion.