20-Hour Per Month Retainer Package

The 20-hour retainer package is designed for home care business owners who are actively working to establish their agencies and require comprehensive support in key areas of business setup and operations. This package provides access to a range of services tailored to ensure a successful launch and sustainable growth.

Package Overview

Ideal For: Business owners who are setting up their home care agency and need detailed, hands-on assistance across various aspects of the business.

Total Hours: 20 hours per month

Services Included

1. Business Formation and Licensing

   • Guidance on Business Structure: Assistance with selecting the optimal legal structure for your business (LLC, corporation, etc.).
   • Licensing and Certification Support: Detailed guidance on obtaining necessary state-specific licenses and certifications.
   • Business Plan Review: Feedback and advice on refining your business plan to align with industry standards and goals.

2. Marketing and Client Acquisition

   • Marketing Strategy Development: Creation of a comprehensive marketing plan tailored to your target market.
   • Branding Support: Assistance with developing a strong brand identity, including logo design and promotional materials.
   • Digital Marketing: Strategies for effective online marketing, including website optimization, social media presence, and search engine optimization (SEO).

3. Human Resources Management

   • Recruitment and Hiring: Support with developing job descriptions, recruiting caregivers and administrative staff, and conducting interviews.
   • Training and Retention: Development of training programs and strategies for retaining high-quality caregivers.
   • Employee Handbook Development: Assistance in creating a comprehensive employee handbook covering policies, procedures, and code of conduct.

4. Operational Setup and Management

   • Operations Manual Development: Creation of a detailed operations manual outlining daily procedures, client management, and administrative tasks.
   • Technology Integration: Recommendations for software and tools to streamline scheduling, billing, and client management.
   • Client Service Protocols: Establishment of protocols to ensure high-quality service delivery and client satisfaction.

5. Regulatory Compliance and Risk Management

   • Compliance Guidance: Assistance with understanding and adhering to federal and state regulations, including HIPAA compliance.
   • Inspection Preparation: Support in preparing for state inspections and audits to ensure compliance.
   • Risk Management: Development of risk management strategies and procedures to handle potential challenges.

6. Financial Planning and Management

   • Budgeting and Financial Projections: Guidance on setting up budgets and financial forecasts to support business growth.
   • Billing and Payroll Setup: Assistance with establishing billing processes and payroll systems.
   • Funding Assistance: Advice on securing funding or investment for business expansion.

Consultation Format

• Consultation Sessions: 4 to 8 sessions per month, tailored to address specific business needs and challenges.
• Priority Email and Phone Support: Access to consultants for ongoing support and quick answers to pressing questions.
• Monthly Progress Review: Regular assessment of progress and adjustments to strategies to ensure business objectives are met.

Example Monthly Schedule:

• Week 1: Business formation and licensing support (4 hours)
• Week 2: Marketing strategy and branding session (4 hours)
• Week 3: Human resources management and training development (4 hours)
• Week 4: Financial planning and compliance review (4 hours)
• Ongoing: Email and phone support for urgent issues and follow-ups (4 hours)

Summary

The 20-hour retainer package offers a balanced approach to launching and managing a non-medical home care business. It covers essential areas such as business formation, marketing, HR management, operations, compliance, and financial planning. With this package, business owners receive personalized support to ensure their agency is set up for success and positioned for long-term growth.