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Your Fast-Track to Home Care Agency Mastery
Are you preparing to launch a non-medical home care agency—or looking to strengthen, reset, or grow the one you already have?
The Owner’s Edge: Home Care Agency Bootcamp is designed for you.
Led by industry experts with over 50 years of combined experience, this immersive, hands-on training provides the clarity, structure, and proven systems you need to start, operate, and scale your agency with confidence, compliance, and control.
Whether you are still in the licensing process, newly licensed and unsure of your next steps, or an established owner ready to refine your operations and improve performance, this Bootcamp gives you a clear roadmap and practical tools to move forward with certainty.
This is not just training—it’s a complete operational blueprint for building a strong, compliant, and successful home care agency in California.
🔍 What You'll Learn in Just 5 Days
DAY 1:
Licensing, Compliance & Building Your Foundation
“Build It Right from Day One”
Day 1 is dedicated to building a strong legal and operational foundation for your Home Care Organization. You’ll gain a clear understanding of California’s home care industry, including the Home Care Services Consumer Protection Act, licensing requirements, and the full application and renewal process. We’ll walk you through organizational structure, required roles, insurance coverage, and the Guardian background check system, while also showing you how to set up your agency for compliance success and prepare for CDSS inspections and audits from the very beginning.
DAY 2:
Caregiver Recruitment, Hiring & Retention Systems
“Build a Strong, Reliable Caregiver Team”
Day 2 focuses on building the most critical asset of your agency—your caregiver team. You’ll learn when and how to hire your first caregivers, where to recruit effectively, and how to use values-based interviewing to select the right people. We’ll cover caregiver qualifications, scope of practice, and required training under California law, along with how to properly set up compliant personnel files, employee handbooks, and policies. You’ll also gain proven strategies to retain caregivers and reduce turnover, helping you build a stable and reliable workforce.
DAY 3:
Sales, Marketing & Your Unique Market Position (SSP)
“Stand Out and Attract the Right Clients”
On Day 3, you’ll shift from internal setup to external growth by developing your agency’s identity and market position. You’ll create your Simplified Strategic Plan (SSP), define your core values and target market, and build three unique service lines that set your agency apart. We’ll guide you through pricing your services based on value, developing referral relationships, and using a consultative, solution-based sales approach. By the end of the day, you’ll have the tools to confidently communicate your value and convert inquiries into paying clients.
DAY 4:
Operations, Systems & Compliance in Action
“Run a Smooth, Organized Agency”
Day 4 is all about running a smooth, organized, and compliant agency. You’ll learn how to structure your client intake process, manage scheduling and staffing, and maintain proper documentation for both clients and caregivers. We’ll cover incident reporting, communication logs, and compliance tracking, along with an introduction to scheduling and billing software. You’ll also gain a clear understanding of payroll fundamentals, timekeeping, and California labor law requirements—including overtime rules—so you can operate efficiently while avoiding costly mistakes.
DAY 5:
Client Conversion, Service Delivery & Experience
“Convert, Deliver, and Grow with Confidence”
Day 5 brings everything together by focusing on converting clients and delivering exceptional service. You’ll learn how to confidently present your services, conduct in-home assessments, identify client needs, and build effective care plans. We’ll walk you through reviewing and securing the service agreement, handling objections, and closing the client. You’ll also learn how to manage complaints and risk while creating a high-quality client and family experience that builds trust, drives referrals, and supports long-term growth.
🎁 What You’ll Walk Away With
Every attendee leaves with an exclusive Home Care Success Toolkit valued at over $5,000:
✅ DIY Policies & Procedures Manual + Forms (USB)
State-compliant, fully customizable templates to run your agency smoothly.
✅ DIY Home Care Aide Training Curriculum (USB)
Includes everything required for Entry-Level and Annual Training compliance.
✅ Sample Personnel & Medical Files
A blueprint for building audit-ready employee files from day one.
✅ Sample Client Binder
Organized documentation to elevate your client intake and care planning process.
✅ Sales & Marketing Plan
Proven templates and tools to build your brand and grow your client base.
🎉 Bonus Perks:
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Discounted pricing on industry-leading software
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Apply your full tuition toward one of our Coaching Programs if you enroll within 30 days
💡 Who Should Attend?
✅ New home care agency owners
✅ Soon-to-be licensed operators
✅ Professionals transitioning into the industry
✅ Administrators looking for structured onboarding
🔑 Why The Owner’s Edge: Home Care Agency Bootcamp Is Different
✅ Built specifically for non-medical home care startups
✅ Real-world tools, forms, and systems you can use immediately
✅ Led by respected experts—Kira and Edwin—who have helped
launch hundreds of agencies
✅ Small group format (limited to 18 participants) for maximum
interaction and support
Meet the Team
Presented by HOME CARE RESOURCE’s TrustedADVISERS
🔥 Ready to Ignite Your Home Care Business?
With the right guidance and resources, you can build a home care business that’s compliant, profitable, and truly life-changing for the clients you serve. Ready to take the next step?
👉 Visit our EVENTS page to register for the next 5-Day The Owner’s Edge: Home Care Agency Bootcamp—and walk away equipped, empowered, and ready to lead with confidence.