Home care consultant interview checklist
By Scott McKenzie, founder of Home Care Agency Blueprint · Updated
Keep this open during a call with a consultant. Tick each question as you ask it, mark whether the answer was clear enough to repeat back, and note any red flags. You get a short summary and a one-page printout, and nothing is sent anywhere.
Free. No signup. Runs in your browser; nothing you enter is sent to us.
How to use the checklist
Use one checklist per call. Tick Asked as you go, and tick Clear answer only when the answer was specific enough to check later. Anything asked but unclear becomes your list of written follow-ups.
- Open the checklist before a call and keep it beside you.
- Tick Asked for each question you ask.
- Tick Clear answer only if you could repeat the answer back and check it later.
- Tick any red flags you notice during the call.
- Follow up in writing on every unclear answer, then print or download your notes.
How the summary works
The summary counts what you ticked. It is a prompt for your judgment, not a verdict on any company, and it is labeled partial until all twelve questions are asked.
- Clear answers count only for questions marked Asked.
- Clear-answer rate = clear answers ÷ questions asked, as a whole percent.
- 1 or 2 red flags: ask for written explanations. 3 or more: compare with another option before paying.
Printable blank worksheet (works without JavaScript)
| Question | Asked | Clear answer |
|---|---|---|
| Have you personally owned or run a home care agency, and for how long? | ||
| What exactly will I receive, and what is not included? | ||
| What is the total fee, when is it due, and what could add to it? | ||
| Where can I confirm my state’s requirements myself? | ||
| Can I speak with former clients, including one who did not open? | ||
| What happens if I want to stop partway through? | ||
| Who owns the policies, forms, and templates you create for me? | ||
| What support continues after launch, and does it cost extra? | ||
| What are the most common reasons you have seen new agencies struggle? | ||
| Do you earn money from any vendor, insurer, or software you recommend? | ||
| Who will actually do the work: you, or someone else? | ||
| What could I do myself with free official sources, and what is worth paying for? |
| Red flag | Noted |
|---|---|
| Guarantees licensing approval, clients, or revenue | |
| Pressure to sign or pay today | |
| Will not put scope or fees in writing | |
| Cannot or will not provide references | |
| Presents as an operator but has never run an agency | |
| States your state’s rules without pointing to the agency’s own source | |
| Large upfront payment with no refund or exit terms | |
| Undisclosed referral fees or required vendors |
After the call
Ask for anything important in writing, then compare consultants side by side on the scorecard. Why each question matters is explained in questions to ask a home care consultant.
Where your entries are stored
Your ticks are saved only in this browser on this device. They are never sent to us, and Reset erases only this checklist’s saved entries.
Frequently asked questions
Does the checklist work for any consultant?
Yes. It is not tied to any company, including ours.
What counts as a clear answer?
One that is specific enough that you could repeat it back and later check whether it was true.
Is anything I tick sent to you?
No. Your ticks stay in your browser on your device.
Want to talk with an advisor?
A free 15-minute clarity call with a Certified Home Care Entrepreneur advisor from Home Care Agency Blueprint. You do not need to finish a worksheet first.
Book a free 15-minute clarity call