ARTY Agency CEO Toolkit

Non-Medical Home Care Edition | 2027

Build the systems behind your home care business.

Starting a non-medical home care agency takes more than obtaining a license. You need organized processes for recruiting caregivers, responding to client inquiries, developing referral relationships, and preparing your agency for operations.

The ARTY Agency CEO Toolkit brings essential business templates together in one downloadable resource collection.

What's included

1. Caregiver Recruitment & Interview Packet

Job description, applicant screening, structured interview scorecard, reference check, and hiring checklist.

2. Client Inquiry & Intake Packet

Client inquiry form, discovery consultation questionnaire, non-medical needs assessment worksheet, onboarding checklist, and follow-up templates.

3. Referral Partnership Toolkit

Referral-source strategy, introductory outreach email, partnership meeting agenda, follow-up messages, and tracking instructions.

4. Operational Readiness Toolkit

Pre-opening checklist, document audit log, caregiver personnel file checklist, client file checklist, and service-start workflow.

5. 90-Day Client Acquisition Tracker

Editable Excel workbook for organizing outreach goals, prospective clients, consultations, referral relationships, and monthly progress.

Who is this for?

• Entrepreneurs preparing to launch a non-medical home care agency

• Newly licensed agency owners establishing operational processes

• Existing agency owners looking to organize their internal systems

Your purchase includes

• Editable Word templates

• Excel tracking workbook

• PDF reference copies

• Getting-started instructions

• Instant digital delivery

Investment: $297 | One-time purchase

Start organizing your agency with practical tools you can customize to your business.

Important: This toolkit provides educational business templates. It does not guarantee licensing, regulatory compliance, contracts, or clients. Review and adapt all materials to your state's requirements before operational use.

Digital product: Due to the downloadable nature of this product, all sales are final, subject to applicable law.