Start Your Home Care Business the Right Way - Without Guessing What You Need

If you're starting a private pay home care business, one of the biggest challenges is knowing:

👉 What forms do I actually need?
👉 How do I price my first client?
👉 How do I look professional from day one?

This Starter Kit gives you a complete client workflow system - not just a bundle of templates.

✔ WHAT YOU’LL GET (EDITABLE FILES)

✔ Client Intake Form (Initial Client Information)
✔ Home Care Assessment (ADLs / IADLs)
✔ Care / Service Plan Template
✔ Service Agreement (Client Contract)
✔ Care Quote Sheet (Client Pricing Summary)
✔ Fee Schedule / Price Sheet
✔ Invoice Template (Excel)
✔ Caregiver Visit Report Form
✔ Welcome Client Letter

🎁 FREE BONUS INCLUDED

✔ “Pricing Your First Client” Guide (PDF)

Learn exactly how to:
✔ Set your rates
✔ Calculate weekly & monthly costs
✔ Confidently present pricing to families

🧠 THIS IS NOT JUST A TEMPLATE BUNDLE

This is a step-by-step client workflow system designed to help you:

✔ Capture client information
✔ Assess care needs
✔ Build a professional care plan
✔ Set and justify your pricing
✔ Present a quote with confidence
✔ Start services the right way

🔄 HOW IT WORKS

1. Intake → Gather client details
2. Assessment → Determine level of care
3. Service Plan → Define services + schedule
4. Pricing Guide → Calculate your rate
5. Quote Sheet → Present cost to client
6. Agreement → Secure services
7. Invoice + Visit Reports → Operate professionally

💥 WISE CAREGIVING® UPGRADE GUARANTEE

Start with this Starter Kit today.

When you're ready to expand,
👉 your purchase will be credited toward a larger bundle or client packet in the shop.

✔ No wasted investment
✔ Start small with confidence
✔ Scale when you're ready

📩 Credit is applied manually — contact us prior to upgrading.

💡 WHY WISE CAREGIVING®

Most templates online are:

❌ Generic
❌ Overwhelming
❌ Created without real experience

Wise Caregiving® products are:

✔ Built from real-world home care experience
✔ Designed specifically for private pay services
✔ Structured for new agency owners
✔ Focused on helping you land your first client

🎯 PERFECT FOR

✔ New home care business owners
✔ Independent caregivers starting their own service
✔ Private pay (non-medical) home care agencies
✔ Anyone who wants to operate professionally from day one

📂 FILE FORMAT & DELIVERY

• Microsoft Word (.docx) — fully editable
• Excel (.xlsx) — invoice template
• PDF — pricing guide

✔ Instant digital download
✔ Easy to customize with your branding

⚠️ IMPORTANT NOTE

This kit is designed for non-medical home care (private pay services only)
It is not intended for licensed medical or home health agencies.

🔒 ABOUT WISE CAREGIVING®

Wise Caregiving® is a registered trademark, built from real-world home care experience and trusted by agency owners across the United States and Canada.

Our products are designed to provide structure, clarity, and confidence — without relying on generic or AI-generated materials.

🔒 INTELLECTUAL PROPERTY & USAGE NOTICE

All Wise Caregiving® templates, guides, and materials are original works and are protected under copyright law.

Your purchase includes a license for personal business use only.

You may:
✔ Edit and customize the documents for your business
✔ Use them with your clients

You may NOT:
❌ Resell, share, or redistribute these materials
❌ Upload or repackage them for resale (including Canva or AI platforms)
❌ Claim these materials as your own

Unauthorized use or distribution is strictly prohibited.

🚀 READY TO GROW YOUR BUSINESS?

When you're ready to scale, you can upgrade to:

✔ 90+ Forms Bundle
✔ Complete Home Care Business Bundle
✔ Custom Policy & Procedure Manual

💬 SUPPORT

Have questions? We’re here to help.

Wise Caregiving® products are created from real experience — not theory — so you can move forward with confidence.