Financials
KPIS
TCS
Brand Standards
Definitions
100

What level of QuickBooks online is required? 

Essentials 

100

How many net active caregivers is the KPI? 

8

100

How many levels of care are within Total Care Solutions?TM

7 - Active Care, Wellness Care, Personal Care, Transition Care, Care on Demand, Specialized Care, Skilled Nursing Services 

100

What is the phone answer brand standard? 

Answer 24/7

100

FAC

Franchise Advisory Council 

200

How much cash on hand should you have when starting the business?

3-6 months cash on hand

200

How many sales inquiries is the KPI? 

6

200

What is the franchise owner's cost for the Wellness Hub and Sensor?

One Wellness Hub $55/Month
One Sensor $5.50/Month
The Standard Package - 1 hub 2 sensors $62.50  
The Plus Package - 2 hubs 3 sensors $95.00

 

200

How often should you run background checks according to brand standards? 

Annually

200

KPI

Key Performance Indicator

300

What is the ideal gross margin percent?  

45-50% 
300

How many marketing inquiries is the KPI 

2

300

What is done every 30 days within Total Care Solutions?TM

Monthly Care Review Visits to ensure Plan of Care is current with individual needs of the client.

300

What is the quality assurance brand standard? 

every 90 days 

300

P&L 

Profit and Loss

400

What is the goal for net profit % 

12%

400

What is the conversion percentage KPI? 

50%

400

What levels of care utilize TCS direct care visits?

ALL but Active Care

400

How many hours of training do your caregivers need according to brand standards? 

12

400

Assessment 

evaluation of clients' needs

500

What is the goal for office labor % 

15%

500

How many days is your goal for AR? 

15

500

Who should you reach out to if you are having trouble scheduling or billing for Total Care SolutionsTM ?

Products - submit a ticket!

500

How often do you need to send surveys according to brand standards? 

quarterly 

500

Inquiry 

Call from potential client to ask about possible care