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Caring Senior Service Franchise Blog

Steps to Becoming a Caring Senior Service Franchise Owner

Posted by Thomas Scott on Dec 14, 2017 7:49:00 AM

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Opening a business is hard work — there is no way around it. When you partner with Caring Senior Service, we prepare you for the steps to becoming a franchise owner and act as a trusted adviser through the process. If you are thinking of becoming a franchise owner, take a look at the steps to buying a Caring Senior franchise.

Becoming a franchise owner is a big decision and a big investment that takes a lot of thought and commitment from you and us.

Much like you, we here at Caring we don't make these decisions without a lot of careful consideration. We have constructed an in-depth process designed to give you all of the information you need to make your decision, while also allowing us to assess the values, competencies, and skill sets you possess through a series of conversations and assessments to guide our decision-making process, as well. After 26 years in business, we know what makes a happy and fulfilled Caring Senior Service franchise owner. If you are wondering if that might be you, keep reading.

Our Step-By-Step Process

Speak with a Caring Franchise Development Specialist to find out if our goals and values align and if we are a good fit for each other. Some essential questions to have answers for:

  • When do you want to get started?
  • Is your spouse on board?
  • What kind of related work experience do you have? What does your budget look like?
  • What are your expectations?
  • And perhaps most important - Why are you drawn to senior care?
To get started on this first step click here: Initial Call with Caring Senior Service.

Take our assessment. Use our individualized assessment to find out if your unique skill set, competencies, and values are like those of our most successful owners. After taking our quick 20-minute assessment, results are sent to you automatically.

Of course, there are no right or wrong answers to this assessment and most people really enjoy taking and reviewing it. We use this assessment, not to qualify or disqualify individuals, but to start conversations about the reasons senior home care and franchising may or may not be a good fit for your specific goals and values.

Click here to get started: Caring Senior Service Assessment

Schedule a call with our Franchise Education Expert. After you have found out that our franchise does fit into your established parameters, and you have taken our Assessment, we will book a more in-depth call with our Franchise Education Specialist.

This 45-minute call will be spent discussing your assessment results, your vision for your future, your thoughts on being a business owner, any hurdles you feel could keep you from becoming a business owner, and your commitment level to senior care and franchise ownership. If we both determine that Caring looks like a good fit after this conversation, we will move to the next step.

However, if after our conversation we discover some potential roadblock that we will need to eliminate before moving forward, we will work together to build a plan to address those issues before moving to our next step. Also, we may come to the decision that our opportunity is simply not the right one for you at this time. At Caring, we value your time and let you know quickly if we feel, based on our extensive experience, we may not be the right fit for you.

Schedule a Franchise Education Webinar that will illustrate the particulars of our business model, our support system for franchisees, exact financial requirements, and financial performance data. We will show you:

  • The vast functionality of our proprietary software
  • Our GreatCare method for systematic delivery of consistent quality care
  • Our robust intranet stocked with owner resources
  • Our well-defined start-up system,
  • Our post opening procedures to spur rapid growth
  • Details about our initial investment 
  • A look at revenues of our existing offices.

We pride ourselves on being as transparent as possible, so you come in with eyes wide open before you commit.

Review our Franchise Disclosure Document, or FDD for short, has 3 general purposes:

  1. To provide transparency
  2. To educate prospective franchisees prior to making a commitment
  3. To provide information in a uncomplicated format using simple language.
We will host a webinar to explain the lengthy document and give you a navigational guide to the items that are most important to most owners such as Items 5, 6 & 7 — regarding costs, Item 9 — Franchisee Obligations, Item 11 — Franchisor Obligations, Item 17 — Exit Strategy, Dispute Resolution and Item 19 — Financial Performance Representations. After our review, you will be given access to the document in its entirety for you to read carefully.

Take part in our Marketing Evaluation with our Director of Marketing. At Caring, we recognize the importance of launching your business into profitability quickly. We also know from analyzing the data from 26 years of being in business, that owners with strong marketing, networking, sales and relationship building skills grow larger, and faster. Since this is such an integral part of your business, we want to make sure you are confident in your ability to build long-lasting relationships in your local senior care community.

We are not looking for a "pushy" or "salesy" people, but someone who is a good listener and who has the ability to craft unique solutions for customers while building trust. We are also looking for individuals with a high level of coachability. We will assess your skills and guide you through a coaching session, much like those you will take part in as a franchise owner. The results of this assessment and the recommendations of our Marketing Team will weigh heavily in our decision to move forward with any candidate.

Talk with owners. Our franchise owners will provide a true "boots-on-the-ground" perspective to our company.  You should ask to speak with owners who are new to the system, as well as veterans. You should also try to speak with owners that are coming from the same professional background as you, and whose territories are similar to the territory you are looking at.

Some questions you will want to ask:

  • What is the support like that you receive from corporate headquarters?
  • How accessible are they?
  • What was your initial start-up process like?
  • How long did it take?
  • How was your training?
  • Do you follow the business model?
  • What is your most significant challenge?
Our owners are usually excited to speak with franchise candidates since they were once in your shoes and appreciated the conversations they had with franchisees.

Conference Call with our Executive Team. Jeff Salter, our Founder/CEO and Ian Klaes, our VP, are always excited to talk to candidates that have made it this far in the process. By this time, your goals, values, skills and overall fit with our system have been thoroughly discussed with our Executive Team, and this is their chance to find out more about your vision as a Caring franchise owner looks like.

They also host this call to give you a chance to ask any high-level questions about the history and future of Caring Senior Service. It probably goes without saying, but the opinions of our Executive Team have a large bearing on the decision for us to keep moving forward with any candidate.

Come to San Antonio to spend a day at our national headquarters and visit a field office. You will meet with the marketing, support, and executive team leaders and their staff to gain a better understanding of what they offer for you and how they provide it. You will also spend time in a Caring Senior Service franchise office and speak one-on-one with it's owner about actual day-to-day operations, while you see them in action.

As one of the last steps in our process, this visit is meant to answer the question: "Do I feel like these are people I can trust and can see myself in a business relationship with?" One highlight of the day is your presentation to the Caring National Headquarters Team that gives us all a better understanding of you as a person and a potential franchise owner. After your departure our entire team votes on the decision to award you a Caring Franchise, and we inform you of our decision within 48 hours.

Franchise Award. This is a step only a small percentage of candidates will arrive at: Becoming a Caring Senior Service Franchise Owner. This is made official by signing the Franchise Disclosure Document.

As soon as you are a Caring Senior Service Franchise Owner, we get to work! You will be enrolled in our Quick Start Program which details every step you need to complete to open the doors to your business and start serving clients. You will be partnered with our subject matter experts along the way and guided through the process at each turn to keep you on schedule.

If you are considering Caring Senior Service franchise, know that this is not a business that someone is going to run for you. You must be an exceptional person to have the finances, skills, value set, and work ethic and to be teachable and coachable enough to make your business a success. If you see yourself as a hands-off owner, this is not a good fit. If you are risk-averse, this company is not for you. If you are a great salesperson but have no emotional connection to your clients, it won't work. If you love seniors, this still may not be enough.

As you can see, a considerable part of your decision is knowing that we've got the fit to be successful in your endeavor. If you feel that you have what it takes to join our team, Call us today at 1-210-982-0122 or CLICK HERE to schedule your first step.

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Topics: Franchise Ownership, Why Caring