Financials
What level of QuickBooks online is required?
Essentials
How many net active caregivers is the KPI?
8
What is the square footage requirement?
500-800 square feet
What is the phone answer brand standard?
Answer 24/7
FAC
Franchise Advisory Council
What should you do first: Import your chart of accounts or sync your bank account to QuickBooks?
IMPORT YOUR CHART OF ACCOUNTS!
How many sales inquiries is the KPI?
6
What are the office requirements for home care agencies in your office building?
No home care agencies in the building
How often should you run background checks according to brand standards?
Annually
KPI
Key Performance Indicator
What is the ideal gross margin percent?
How many marketing inquiries is the KPI
2
What is the requirement for conference room for your office?
At least one room as a conference room or a shared space that can be used as a conference room
What is the quality assurance brand standard?
every 90 days
P&L
Profit and Loss
What is the goal for net profit %
12%
What is the conversion percentage KPI?
50%
What is the lock requirement for your office?
How many hours of training do your caregivers need according to brand standards?
12
Assessment
evaluation of clients' needs
What is the goal for office labor %
15%
How many days is your goal for AR?
15
What are the parking requirements for office?
Ample parking - not street parking
How often do you need to send surveys according to brand standards?
quarterly
Inquiry
Call from potential client to ask about possible care