What You’ll Get Inside

A Step-by-Step Starter Guide for Aspiring Agency Owners

✅ 6 Core Modules: Focused training on market research, mission, business setup, licensing, caregiver hiring, and client marketing.

✅ Video Lessons: Clear, beginner-friendly videos to guide you through each step.

✅ Starter Templates Included: Includes essential forms like caregiver applications, intake sheets, and service agreements.

✅ No Fluff, Just Action: Designed to give you clarity, confidence, and your next right steps—fast.

✅ Created by Scott McKenzie: Based on 12+ years of experience building successful home care agencies.

• Lifetime Access to the Home Care Agency Blueprint Course: Get all the training and materials you need, whenever you need them.

• Business Registration & EIN Setup: We’ll file your incorporation, set up your EIN, and handle the articles of incorporation for you.
• State Licensing Application Support: Expert guidance through your initial state licensing process to ensure compliance.
• Policies & Procedures Basic Template: We provide you the templates and you modify according to your State and Agency.
• Caregiver Recruitment & Onboarding Guidance: Detailed strategies to help you find and onboard the right caregivers for your agency.
• CRM Setup & Basic System Integration: We’ll set up your WellSky CRM and integrate essential systems for smooth operations.
• Virtual Office Setup: Get a professional mailing address, phone answering service, and mail forwarding for a polished business presence.
• 3 Months of Coaching: Includes intermittent 1:1 sessions with Pam Dorshkind for hands-on support throughout your journey.

   

  *Klarna Financing Available!*

• Lifetime Access to the Home Care Agency Blueprint Course: Get all the training and materials you need, whenever you need them.
• Business Registration & EIN Setup: We’ll file your incorporation, set up your EIN, and handle the articles of incorporation for you.
• State & Federal Licensing Fully Handled: We’ll manage your state and federal licensing, ensuring full compliance and a smooth approval process.
• Customized Policies & Procedures: Tailored to fit your agency’s specific needs and regulatory requirements.
• Caregiver Recruitment & Onboarding System: A complete, ready-to-use system to find and onboard high-quality caregivers.
• Full Branding Package: Includes custom logo, business cards, stationery design, and a professional brand identity package to help your agency stand out.
• CRM Setup & System Integration: Full setup and integration of WellSky CRM and other essential operational systems to streamline workflows.
• Virtual Office Setup: We’ll set up a professional virtual office with a mailing address, phone answering service, and mail forwarding to enhance your business’s credibility.
• 12 Months of Coaching: Includes 1:1 monthly sessions with Pam Dorshkind, Head Coach, to provide hands-on guidance throughout your first year.
• VIP 1:1 Mentoring: Quarterly strategy sessions with Scott McKenzie to ensure you stay on track with your growth and success plan.
• 12 Months of Post-Launch Support: Continuous support after your agency launch to make sure everything runs smoothly.

*Klarna Financing Available!*