LAUNCH Fast Checklist

Fast Track to Owning Your Healthcare Staffing Agency

Week 1 Legit University

ONBOARDING

Weeks 2-3 (continued on next page)

LEGAL

STATUS OR DATE COMPLETED

☐ Establish Year 1 Revenue Goal - Enter Goal Amount > ☐ Determine Launch Date - Enter Date > ☐ Establish niche (RN, LPN, CAN) - Enter Niche > ☐ Establish geography - Enter Geography > ☐ Create a business name - Enter Business Name > ☐ Virtual or physical office setup: phone system, professional email, fax service, etc. ☐ Obtain your EIN number ☐

Establish a business entity (recommendation LLC or S-Corp)

☐

Obtain your state licensing requirements, if applicable.

(Contact the Department of Health, the Department of Labor, or the Department of Human Services)

☐

Submit homework and this document to Advisor

1 Revised 7/8/22

Weeks 2-3 (continued)

ADMINISTRATIVE

STATUS OR DATE COMPLETED

☐ Create a logo and submit it to Advisor ☐ Begin creating a website or business Facebook page - Enter links > ☐ After the EIN and LLC are established, open a business banking account ☐ Application for state license submitted OR contact your state licensing office for an update on an application for a license that has already been submitted but the license has yet to be received (IF a license is required by your state) ☐ Create a candidate and client avatar ☐ Submit homework and this document to Advisor

Weeks 4-5

OPERATIONAL

STATUS OR DATE COMPLETED

☐ Obtain general & professional liability insurance ☐ Provide website links for final review ☐ Develop employee application (if not embedded in website) ☐ Decide on setup: full-service back-office company, HR and funding partner, funding and payroll company only, or in-house management. ☐ Calculate Bill Rates - must include the base rate for the area, the pay rate for staff, burden, and profit ☐ Staffing Agreement sent in for review – must include company logo, updated footer information, and bill rates in Addendum A ☐ Apply for funding or back office ☐ Set up an electronic scheduling system (When I Work) ☐ Submit homework and this document to the Advisor

2 Revised 7/8/22

Weeks 6-7

EXECUTION WHEN READY TO LAUNCH ☐

Consult with an attorney/accountant to make sure that all needs are met if desired

☐

Onboard with funding company or back-office company

☐

Sign up with Invoicing software, if needed

☐

Create employee files

☐

Develop marketing strategy

☐

Make a list of 25 facilities to contact - include facility name and phone number

☐

Run ads for staff

☐ ☐

Lead generation for clients Prospect candidates and clients

☐

Process candidate applications

☐

Follow-up on prospecting leads Submit homework and this document to the Advisor

☐

STATUS OR DATE COMPLETED

3 Revised 7/8/22