The Lab at the Home Care Agency Academy
Access to the documents that you need to build, organize and systemize your agency.
Starting a home care agency is one thing.
Actually sitting down and building the documents, systems, and foundation?
That’s where most people get stuck.
You can: spend hours trying to figure it out
piece together templates that don’t quite fit
second-guess whether you’re doing it correctly
Or…
You can sit down and build it the right way — with clear direction.
What the Labs are
Labs are focused, self-paced trainings designed to help you complete specific parts of your agency — without overthinking or getting stuck.
Inside each Lab, you’ll have:
practical video walkthroughs
structured guidance on what to do and why
access to the documents and tools you need.
No long, drawn-out lessons.
Just clear, actionable direction you can follow and apply.
What this helps you do
build the pieces of your agency that actually matter
feel more organized and confident in what you’re creating
make real progress — not just take in more information.
Sometimes you don’t need a full program.
You just need to sit down, focus, and get one important part of your agency done — the right way.
Important to know: Labs are designed to be self-paced and independent.
If you’re looking for personalized support or hands-on guidance, the Certificate Program or Owner’s Suite would be a better fit.
Explore all 3 labs below:
Client Experience Lab
Build a professional, confident client intake system from day one
If you’ve been wondering…
“What forms do I actually need for clients?”
“How do I run an intake the right way?”
“What should my first visit look like?”
This Lab was created for you.
The truth is—your client experience is what builds trust, referrals, and long-term success in your agency.
And most new owners are guessing their way through it.
Inside the Client Experience Lab, you’ll learn how to structure your intake process clearly and professionally—without the overwhelm.
✨ Inside the Lab, you’ll get:
✔️ New Client Intake Forms & Templates
✔️ Plan of Care (short + long versions)
✔️ Client Welcome Packet Structure
✔️ Service Agreements & Documentation
✔️ Step-by-Step Intake Process Guidance
✔️ Client Communication & Expectations Framework
💡 This is perfect for you if:
You’re starting your agency and want to do things the right way
You feel unsure about what paperwork you actually need
You want your agency to feel professional from the very beginning
👉 Enroll in the Client Experience Lab – $197
EMPLOYEE HIRING & ONBOARDING LAB
Build a strong, reliable caregiver team with the right systems in place.
Hiring caregivers is one of the most important—and most overwhelming—parts of running a home care agency.
Questions like:
“What forms do I need for employees?”
“How do I onboard correctly?”
“How do I set expectations from the beginning?”
Inside this Lab, you’ll learn how to build a clear, structured hiring and onboarding system so you’re not figuring it out as you go.
✨ Inside the Lab, you’ll get:
✔️ Caregiver Application & Hiring Forms
✔️ Interview Questions & Hiring Process
✔️ Employee File Setup & Checklists
✔️ Orientation checklist & training
✔️ Job Descriptions
✔️ Performance & Documentation Tools
💡This Lab is for you if:
-You want to hire caregivers confidently.
-You’re unsure how to set up employee files
-You want to create a professional onboarding experience
👉 Enroll in the Employee Lab – $197
AGENCY FOUNDATIONS LAB
Your complete document system to start building your agency
If you’ve been searching for:
✔️ “What documents do I actually need to start?”
✔️ “Where do I even begin with policies?”
✔️ “How do I set this up correctly without spending thousands?”
This is exactly what you’ve been looking for.
The Foundations Lab gives you the core documents, templates, and structure needed to begin building your home care agency with confidence.
Instead of piecing things together from different sources…
You’ll have everything organized and ready to customize.
✨ Inside the Foundations Lab, you’ll begin building:
✔️ Your business foundation (EIN, NPI, setup basics)
✔️ Your vision and business plan
✔️ A structured plan using a business plan template
✔️ Your understanding of key systems like scheduling (with software guidance)
✔️ Client Lab and Employee Lab included!
This lab combines the Client Lab and Employee Lab along with Foundations. You get three labs at a significant savings!
Foundations Lab: $397 one-time
What these Labs replace for you:
-Hours of research
-Guesswork
-Incomplete or poorly structured documents
-Starting from scratch
Save time, Stress and Money
⚠️ Important: Labs give you the documents and video lessons needed.
If you want full guidance on building and running your agency—including policies, licensing, and client acquisition… The Certificate Program will walk you through everything step-by-step or feel free to explore mentorship options.
The Academy has a supportive place for every stage of your Agency Journey!