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Home Care Business Plan Template, Marketing Plan, Financial Projections, Guided Sections, Company Policies, Goal Planner, Edit and Print!

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EtsyHome Care Business Plan Template, Marketing Plan, Financial Projections, Guided Sections, Company Policies, Goal Planner, Edit and Print!

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📁 Home Care Business Plan Template (Editable) 📁 Company Financial Sheets 📁 Client Rate V.s. Employee Wage Formula ✔️ Required by most States to submit with application to open a Home Care Agency Business ✔️ Use this template to apply for loans, and grants to start or expand your non-medical home care business! 🚀 This business plan template is perfect for a: ⭐ Home Care Company/Agency ⭐ Personal Care Agency ⭐ Private / Independent Service Providers How can this template help? ⭐ Provide the foundation of your business operation ⭐ Speed up your application process!!!! ⭐ Acquire business funding ⭐ Demonstrates professional organizational skills ⭐ Quick access to important information ⭐ To OPEN or EXPAND your home care business *ALL THE TEMPLATES YOU NEED TO GET STARTED OR REBRAND YOUR BUSINESS ARE AVAILABLE IN THE SHOP(link below) TABLE OF CONTENTS (29 PAGES) HOME CARE BUSINESS INFORMATION EXECUTIVE SUMMARY • INTRODUCTION & COMPANY BACKGROUND • BUSINESS DESCRIPTION • PROPOSED SERVICES • COMPANY SERVICES & RATE SHEET HOME CARE MARKETING PLAN • PURPOSE • VISION • MISSION • VALUES HOME CARE MARKET ANALYSIS • TARGET MARKET • WHAT PROBLEM IS BEING SOLVED • TYPE OF COMPETITORS • COMPANY ADVANTAGE COMPETITION RESEARCH • COMPETITOR CALL SCRIPT • TOP 5 HOME CARE BUSINESS COMPETITOR CHART SWOT ANALYSIS MARKETING BUDGET • PHYSICAL PROMOTION • DIGITAL PROMOTION GENERAL CHARACTERISTICS OF HOME CARE INDUSTRY • CURRENT HOME CARE TRENDS • FUTUR HOME CARE TRENDS GAP ANALYSIS KEY OBJECTIVES & SUCCESS METRICS TIMELINE & MILESTONES SERVICES PROVIDED MARKETING SALES PLAN • MARKETING CHANNELS • MARKETING MATERIALS • ATTRACTING NEW CLIENTS • CLIENT RETENSION INCENTIVES • REFERRAL RESOURCES • PRICING DISTRIBUTION COMPANY TEAM COMMUNICATION CLIENT CARE PLAN CLIENT CARE TASKS CARE WORKER ARRIVAL & DEPARTURE TRACKING CLIENT CARE REPORTING QUALITY CONTROL ASSURANCE CUSTOMER SATISFACTION REVIEW HOME CARE COMPANY OWNER(S) FULL TIME SALARY EMPLOYEES HOURLY WAGE EMPLOYEES COMPANY JOB DESCRIPTION TEMPLATES (filled out) • PRESIDENT/CEO, GEN. MANAGER, CARE SUPERVISOR, SUPPORT WORKER EMPLOYEE INFORMATION • PLAN TO ATTRACT NEW EMPLOYEES • EMPLOYEE BENEFITS • RETENTION PLAN • STAFF TRAINING REQUIREMENTS • EMPLOYMENT AGREEMENT BUSINESS RISK FACTORS • MAIN RISK FACTORS • PLANNED RESPONSE TO RISK FACTORS • LIABILITIES-BUSINESS INSURANCE LAWS FOR NON-MEDICAL HOME CARE PROVIDERS CLIENTS RIGHTS AND RESPONSIBILITIES BILLABLE HOURS OF SERVICE CLIENT INVOICING LATE PAYMENT POLICY MANAGING ACCOUNTS PAYABLE FINANCIAL PLANNING • STARTUP / EXPANSION REQUIREMENTS RAISING CAPITAL LOAN(S) • SOURCES OF FUNDS • USE OF FUNDS • SHORT TERM FUNDS REQUIRED • FUNDS REQUIRED OVER 3-5 YR PERIOD • BENEFITS OF LOAN(S) • FINANCIAL REPORTING FINANCIAL FORCASTING- EXCEL SHEETS • PROJECTED STARTUP COSTS • BALANCE SHEET • OPERATING % MARGIN • 12 MONTH & 5 YEAR CASH FLOW PROJECTION • COMPANY ITEM DEPRECIATION SHEET • STARTUP TASK SHEET PROFESSIONAL ADVISORS & MENTORS ASSOCIATION MEMBERSHIPS STATE OF CONFIDENTIALITY & NON-DISCLOSURE Main Features: ✔️ TABLE OF CONTENTS ✔️ MICROSOFT WORD DOCUMENT ✔️ EXCEL-Financial templates ✔️ EDITABLE ✔️ Send electronically ✔️ Printable ⭐ How to add your logo instructions included Welcome to the shop! If you're a returning customer, thank you for trusting the quality of my items. Each form is truly unique and carefully designed by Danielle, an experienced non-medical home care business owner. With firsthand experience working with clients, families, care facilities, and professionals, these templates are created to help your home care business stay organized, grow, and stay secure. ♥ MORE OF THE SHOP PRODUCTS ♥ (copy & paste any link BELOW in the top search bar) -------- ➡️ MAIN SHOP: https://www.etsy.com/shop/WiseCaregiving -------- 🔗MORE SHOP BUNDLES AVAILABLE (COPY & PASTE BELOW LINKS FOR QUICK SEARCH): ➡️ ⭐HOME CARE BUSINESS COMPLETE SHOP BUNDLE & WORKS WITH ALL STATES FOR COMPLIANCE https://wisecaregiving.etsy.com/listing/1083858686 ➡️ HOME CARE BUSINESS PLAN https://wisecaregiving.etsy.com/listing/1287102190 ➡️ EMERGENCY PREPAREDNESS BUNDLE https://wisecaregiving.etsy.com/listing/1463601633 ➡️ 50 WAYS TO PROMOTE A HOME CARE BUSINESS https://wisecaregiving.etsy.com/listing/1445305906 ➡️ NEW HOME CARE CLIENT PACKET + HANDBOOK https://wisecaregiving.etsy.com/listing/1501982705 ➡️ 80+ HOME CARE DAILY OPERATIONS TEMPLATES https://wisecaregiving.etsy.com/listing/857713478 ➡️ HOME CARE COMPANY POLICY & PROCEDURE MANUAL(SELF-EDIT) https://wisecaregiving.etsy.com/listing/1152606090 ➡️ HOME CARE EMPLOYEE HANDBOOK https://wisecaregiving.etsy.com/listing/1739628816 ➡️ HOME CARE TRAINING PROCESS LOG BUNDLE https://wisecaregiving.etsy.com/listing/1083239744 ➡️ INFECTION CONTROL BUNDLE https://wisecaregiving.etsy.com/listing/1272006779 ➡️ QUALITY ASSURANCE & IMPROVEMENT https://wisecaregiving.etsy.com/listing/1837099898 WISECAREGIVING COPYRIGHT DISCLAIMER ★ Unique Original Creations: All templates are personally designed by Danielle, the shop owner, and are not created using AI. ★ Copyright Protection: All templates and product images in this shop are copyrighted by Wise Caregiving (Danielle Foley). ★ No Reselling or Sharing: Templates cannot be resold, distributed, or shared for free or profit online, or in person. ★ Infringement Monitoring: Specialized IP IT scans are conducted daily to detect unauthorized use or resale of the shop’s templates. ★ Addressing Infringement: Any copyright violations will be reported to the relevant platforms and the U.S. Copyright Office. If necessary, legal action will be taken with the support of an intellectual property attorney. These measures are in place due to prior issues. By purchasing from Wise Caregiving, you agree to these terms. Thank you for supporting original work, and I look forward to helping your business succeed! 🙌🚀

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