Run your home care agency on time, on budget and on the record
A complete business and admin kit for founders, registered managers and coordinators of small home care agencies: price, register, recruit, roster, monitor and review, with tools you can use this week.
- A 19-sheet Home Care Agency Workbook: rate builder, funder check, registration plan, policy tracker, recruitment, worker checks, training matrix, clients, roster, visit monitoring, incidents, complaints and a governance dashboard
- A run and travel time calculator that shows what each run really costs and why short visits cost more per hour
- Eight fillable forms in three files, five brand-ready Word templates and a 49-message library for families, workers and funders
- A 5-page print pack: pocket cards, a who-to-call card, an office rota board, a late or missed visit poster and an on-call handover card
The Home Care Agency Starter Kit · Bodhih Pro Kits · 257 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you start a home care agency?
Define your service, patch and funders; price an hourly rate that covers pay, travel, on-costs and overheads; run registration as a project; recruit for values with every check logged; plan runs by patch; then monitor visits and review quality monthly. The Home Care Agency Starter Kit by Bodhih Training gives you the workbook, forms and templates.
Want the full free guide first? Read How to Start a Home Care Agency: 10 Steps and a Pricing Example.
You already feel the problem. Here is what it is costing you.
A price that quietly does not work
Copying a competitor's rate looks safe until you count travel time, holiday pay, training and the office. The shortfall comes out of your workforce first.
Registration that drags on
Requirements arrive one at a time, the slowest checks start last, and months slip. Without a plan with owners and dates, nobody sees the delay until it costs you.
Rotas that drive people away
Runs built by availability send workers across town and give clients new faces every week. Good people leave, and missed visits follow.
Records in a drawer and a memory
Late visits, incidents, complaints and spot checks live in different places, so patterns go unseen until an inspector, a commissioner or a family asks how you know.
Picture the next few weeks with the kit open beside you.
Imagine it is a wet Tuesday at 07:10 and a care worker has a flat tyre two streets from her first visit. You open the Roster and see who is nearest and who knows the client. You check the run calculator to see which later visits can move. You send the late-visit message from the library and log the reason on Visit Monitoring before your coffee goes cold.
Now picture the first week after you buy. As you open the Home Care Agency Workbook and type your pay rate, mileage and minimum visit length on Settings, the Rate Builder shows your full cost per hour and the hours you need each week to break even. When you go through the Registration Plan, the slow items move to the top, each with an owner and a date.
By the end of your first month, your advert says pay, travel, patch and car in its first three lines, your policies are being commissioned from real guidance, and the who-to-call card is in every worker's pocket. By the third month, the Monthly Governance sheet shows hours delivered, missed and late visits, continuity and turnover, and your review ends with three actions instead of a long worry list.
Whether you start with the rate tonight or the registration plan tomorrow morning, each chapter tells you the file to open and the first thing to type.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Home Care Agency Starter Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: home care agency map
The whole job in twelve steps with the file for each, your first hour (price your hourly rate, then list your registration gaps), brand it in five minutes, your first week and a 30/60/90 day plan.
Home Care Agency Workbook
19-sheet master workbook: settings, hourly rate and margin builder, funder rate check, registration readiness plan, policy library tracker, recruitment pipeline, care worker register with check and expiry flags, training matrix, client register with reviews, roster planner with continuity flags, visit monitoring, spot checks and supervision, incidents (safeguarding as record only), complaints, monthly governance and three dashboards. SAMPLE rows from a composite agency.
Visit run and travel time cost calculator
6-sheet calculator: build a care worker's run stop by stop and see contact hours, travel share, pay and mileage cost, income, contribution and cost per contact hour, plus a visit length test showing why short visits cost more per hour.
Client enquiry and initial visit booking form
Two-page form for every enquiry: who is calling, for whom, what help is asked for in their words, times, funding and consent, then the take-the-client checks, the decision and the initial visit booked with the qualified assessor.
Care worker induction, spot check and supervision records
Three records in one file: a two-page induction checklist (before day 1, office induction, shadow shifts, role standards box, sign-off), a spot check record with blank boxes for your practice standards, and a supervision record.
Incident, safeguarding, complaint and quality audit records
Four records in one file: an incident record, a safeguarding concern record (record only: your local procedure and lead decide), a complaint record and a monthly quality audit checklist.
Client service agreement and fees discussion sheet
Brand-ready discussion sheet covering parties, service, fee schedule, invoicing, cancellations, keys and money, records, complaints and ending the service, with ten sections and six questions for your lawyer. Not a contract.
Client and family welcome pack
Brand-ready welcome pack for clients and families: who we are, your team, a who-to-call table, what happens at a visit, the care plan, changes, what your fee includes, keeping safe, your information and complaints.
Care worker recruitment and handbook pack
Part A: a brand-ready advert, phone screen, 12 values-based interview questions with what a good answer includes, a scoring sheet, a conditional offer letter and a checks list. Part B: a twelve-section care worker handbook starter.
Home care message library
49 ready-to-adapt messages and call scripts in 10 groups: enquiries, onboarding, family updates, schedule changes, late and missed visits, recruitment, new workers, recognition, complaint replies, funders and endings.
Policies and procedures commissioning checklist
47 policy and procedure titles in 7 areas, each with where to start reading and columns for who writes it, approval and review, plus questions for your adviser. Titles and prompts only: no policy text.
Worked example pack: from 5 to 25 clients in six months
The kit's main sheets and forms completed for one composite agency: Bramble Home Care in Leeds, a registered manager and two coordinators growing from 5 to 25 clients between April and September 2026, with the rate build, funder decision, recruitment, patch change, filled-in forms and the monthly review.
AI prompt pack for home care agencies
27 tool-agnostic prompts in 7 groups (set-up and registration, pricing and funders, recruitment and induction, rosters, clients and families, records and quality, people and on-call), each with what to paste in and what to check, plus the no-personal-data rule.
Take-the-client decision card and mistakes to avoid
Page 1: eight 'if yes, if no' admin questions to ask before taking on a client. Page 2: twenty common mistakes in starting and running an agency, each with what to do instead.
Numbers that matter: KPI card
Fourteen agency numbers with plain-words definitions, exact formulas, where each lives in the kit and what to do if it moves.
Home care rules by country (October 2026)
Dated pointers on registration, EVV, workforce checks, pay, overseas recruitment, aged care and NDIS changes and data law for England and the UK, the US, Australia, India, UAE, Singapore, Canada and others.
90-day launch and governance calendar
34 events: set-up in week one, weekly plan and visit reviews, recruitment and induction milestones, first spot checks and supervisions, funder and training checks, two monthly governance reviews, a monthly quality audit and a quarter retrospective. Import into Google, Outlook or Apple Calendar.
Agency set-up task board
42 set-up and operating tasks with list, owner, due day, priority and the kit file to use. Import into Trello, Asana, Notion, Planner or Jira.
Care team print pack
5 print-ready pages: care worker pocket cards for the visit start and end routine (admin steps), a who-to-call card with blank local numbers, an office rota board, a late or missed visit poster and an on-call handover card.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 60 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- New and small home care and domiciliary care agencies, registered managers and coordinators
- Currency and units
- Any currency; miles or kilometres
Choose your service model and your market
Decide what you deliver, for whom, who pays and where, on one page, including what you will not do yet.
Registration and licensing readiness as a project
Run registration and licensing as a project with owners and dates, and commission your policy library from guidance and an adviser.
Price per hour honestly
Build an honest hourly rate from pay, travel, on-costs, overheads and margin, and check every funder rate against it.
Safer recruitment that people want to join
Recruit for values with honest adverts, quick screening, consistent interviews and every check logged before solo work.
Induction, training matrix and the first 90 days
Induct in three layers, track every course on a training matrix and plan the first 90 days of each new worker.
Rosters and runs
Plan runs by patch, protect continuity of carer, plan double-ups first and publish the rota on a fixed day.
The client onboarding path
Take every client from enquiry to first review on one admin path, with the qualified assessor writing the care plan.
Visit records and late or missed visits
Monitor visits against plan, follow one late and missed routine every time, and record visits as facts.
Quality checks and the monthly governance review
Make quality visible with spot checks, supervision, incident, safeguarding and complaint records and a monthly review.
Retention, on-call and AI in the office
Keep your people with predictable rotas and paid travel, run a named on-call, and use AI for drafting with no personal data.
Not just reading. Tools you will actually open again.
E-book
- The Home Care Agency Starter Kit e-book: about 9,800 words, ten chapters, six diagrams, a glossary and a fully worked hourly rate
Start here
- 00-Start-Here-Home-Care-Agency-Map: the job in twelve steps with the file for each, your first hour, brand it in five minutes, your first week and a 30/60/90 day plan
Workbooks
- Home Care Agency Workbook (19 sheets): settings, rate builder, funder rates, registration plan, policy library, recruitment, care workers, training matrix, clients, roster, visit monitoring, spot checks, incidents, complaints, monthly governance and three dashboards, with SAMPLE rows
- Visit Run and Travel Time Cost Calculator (6 sheets): run builder, run summary, visit length test and chart
Forms
- Client enquiry and initial visit booking form (2 pages)
- Care worker induction, spot check and supervision records (induction checklist, spot check record, supervision record)
- Incident, safeguarding, complaint and quality audit records (incident record, safeguarding concern record as record only, complaint record, monthly quality audit checklist)
Word templates
- Client service agreement and fees discussion sheet (for your lawyer)
- Client and family welcome pack
- Care worker recruitment and handbook pack: advert, phone screen, 12 values-based interview questions, scoring sheet, offer letter, checks list and a handbook starter
- Home care message library: 49 messages and call scripts
- Policies and procedures commissioning checklist: 47 titles, no policy text
- Worked example pack: a composite agency growing from 5 to 25 clients in six months
- AI prompt pack: 27 prompts with what to paste and what to check
Cheat sheets
- Take-the-client decision card and 20 mistakes to avoid
- Numbers that matter: 14 KPIs with exact formulas
- Home care rules by country, correct at October 2026
Print pack
- Care team print pack (5 pages): pocket cards, who-to-call card, office rota board, late or missed visit poster, on-call handover card
Calendar and import
- 90-day launch and governance calendar (34 events, ICS)
- Agency set-up task board (42 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to price an hour of care from the bottom up and know your break-even hours.
- You will be able to check any funder rate against your real costs and set a volume limit in writing.
- You will be able to run registration and policy commissioning as a dated project.
- You will be able to recruit with honest adverts, consistent values-based interviews and logged checks.
- You will be able to build runs by patch that protect continuity and travel time.
- You will be able to take a client from enquiry to first review on one clear admin path.
- You will be able to log and learn from every late and missed visit, incident and complaint.
- You will be able to run a monthly governance review with numbers, stories and three actions.
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Workplace Integrity & Reliability Screen
Take the assessment →AssessAll assessmentInterviewer Judgment & Hiring Bias
Take the assessment →AssessAll assessmentShift Handover & Continuity Judgment
Take the assessment →JobularyA development plan that survives week six (Jobulary)
Make it a growth plan →A taste of Chapter 6
A run is the sequence of visits one care worker does in a shift. In Melbourne's eastern suburbs, Chloe's coordinator had built runs by availability: whoever was free at 08:00 got the 08:00 visit. Her workers spent their mornings crossing the same freeway three times. Clients saw six different faces in a fortnight. Two good workers left in the same month, both citing "the driving". Rostering is where your price, your workforce and your care quality meet every day. A good roster is not the one that fills every visit; it is the one that fills every visit with sensible travel, the same small team for each client, and enough slack that one flat tyre does not break the morning.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Pricing | A rate copied from a competitor | A rate builder with travel, on-costs, overheads, margin, break-even hours and a funder check |
| Registration | A list of documents | A 28-task readiness plan with owners, dates and flags, plus a dated country sheet |
| Policies | A pack of generic policy text | 47 titles to commission from guidance with an adviser, tracked to approval and review |
| Rostering | A blank weekly grid | A roster with continuity, double-up and minimum-length flags, a run cost calculator and a wall board |
| Visit monitoring | Nothing until a family rings | Planned against actual with late, short and missed status, a poster and call scripts |
| Care content | Templates that pretend to give care advice | Admin structures with blank boxes for qualified people, always deferring to local protocols |
Made for you if…
- Experienced care workers and nurses planning to open their own home care or domiciliary care agency
- Registered managers and care managers who need the admin side to run the same way every day
- Care coordinators who build rotas, chase late visits and answer the phone at 07:10
- Owners of small agencies growing from a handful of clients to thirty or forty
- Agencies adding a new funder, patch or service line and wanting their numbers straight first
- Consultants and trainers who help new providers get ready for registration
Probably not for you if…
- Anyone looking for care plan content, clinical procedures or medicines guidance: those belong to qualified people and your regulator's standards
- Families arranging care for a relative (see Elder Care Coordinator)
- Large providers needing an enterprise care management system
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Make the decisions once, then run them every day
Open the workbook, type your pay rate and patch, and read your break-even hours tonight. Whether you begin with the rate or with the registration plan, you can start running the business side of your agency on purpose this week.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
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The Home Care Agency Starter Kit: FAQs
Read the free guideAlready bought? Resend my linkCan I use this with my staff?
Yes. Within your own agency you can print the pocket cards and posters, share the templates and messages with your team, and use the workbooks across your office under the personal licence. For a group of agencies, a franchise network or a company-wide licence, contact solutions@bodhih.com.
Does it work in my country?
The method works anywhere home care is delivered: price, register, recruit, roster, monitor and review. The workbooks take any currency and miles or kilometres. Registration, employment, data and funding rules differ and change, so they sit in a dated sheet covering England and the UK, the US, Australia, India, the UAE, Singapore, Canada and others. Always check your regulator and adviser.
Is this care, clinical or legal advice?
No. It is educational content and admin tools for running the business side of an agency. Assessment, care planning, medicines support and any clinical task are for appropriately qualified people following local protocols, the prescriber, your professional regulator and your agency's policies. Agreements are discussion sheets for your lawyer.
Does the kit include ready-made policies?
It includes a commissioning checklist of 47 policy and procedure titles with where to start reading, and a tracker for approval and review. It deliberately contains no policy text, because policies must match your regulator's current guidance and your actual practice, and should be checked by someone qualified.
How much should a home care agency charge per hour?
Enough to cover care worker pay, paid travel time, mileage, on-costs such as holiday pay and employer taxes, training and supervision time, overheads and a margin. The Rate Builder calculates it from your own figures and shows your break-even hours. The right rate depends on your area, pay rates and funders.
Do I need care management software or an EVV app?
Not to start. The workbook covers rostering and visit monitoring by hand for a small agency. Many agencies move to care management software with app check-ins as they grow, and in the US electronic visit verification is required for Medicaid personal care and home health services. The kit's sheets mirror what those systems record.
Will this kit get me registered or bring in clients?
No kit can promise registration, clients or income. It gives you the plans, records, templates and routines to prepare well and run consistently; decisions rest with your regulator, your funders and your market.
How can I measure my team's starting point?
AssessAll offers separate assessments that fit this work: the Workplace Integrity & Reliability Screen for care worker hiring, Interviewer Judgment & Hiring Bias for the people who interview, and Shift Handover & Continuity Judgment for coordinators and on-call staff. They are sold separately at assessall.com.
How do I turn this into a development plan for a coordinator or senior worker?
Use supervision notes and spot check findings to pick two or three skills, then build a plan with dates and support. Jobulary's article 'A development plan that survives week six' shows how to make one that lasts: jobulary.com/blog/individual-development-plan-that-survives-week-six.
Is there a sample case so I can see what good looks like?
Yes. Every sheet has SAMPLE rows from a composite agency in Leeds that grows from 5 to 25 clients in six months, and the worked example pack shows the forms and the monthly review completed for that case. The figures are illustrative, not a forecast.
How much does The Home Care Agency Starter Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
