Private Pay Home Care Starter Kit | Intake Forms, Care Plan, Pricing Tools & Client Workflow System

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 Intake → Gather client details Assessment → Determine level of care Service Plan → Define services + schedule Pricing Guide → Calculate your rate Quote Sheet → Present cost to client Agreement → Secure services 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.