Launch Checklist: Everything You Need, in Order

All Templates — Master Copy

Every template from the course in one block. Copy, customize, and save.

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BUSINESS ASSOCIATE AGREEMENT (BAA) — TEMPLATE
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This Business Associate Agreement ("Agreement") is entered
into as of [DATE] between [CLIENT NAME] ("Covered Entity")
and [YOUR BUSINESS NAME] ("Business Associate").

Business Associate agrees to: (1) not use or disclose PHI
other than as permitted by this Agreement; (2) use
appropriate safeguards to prevent unauthorized use or
disclosure; (3) report any unauthorized use or disclosure
to Covered Entity within 24 hours.

Signatures: ___________________ / ___________________
Date: ____________

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INDEPENDENT CONTRACTOR AGREEMENT — TEMPLATE
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This Agreement is between [YOUR BUSINESS NAME] ("Company")
and [CONTRACTOR NAME] ("Contractor"), effective [DATE].

Contractor agrees to: provide medical courier services on
routes assigned by Company; maintain own vehicle, insurance,
and HIPAA certification; operate as an independent
contractor responsible for own taxes and expenses.

Pay rate: $[AMOUNT] per route / per month.
Routes may be modified with 7 days notice.

Signatures: ___________________ / ___________________
Date: ____________

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SERVICE AGREEMENT — TEMPLATE
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This Agreement is between [YOUR BUSINESS NAME] ("Courier")
and [CLIENT NAME] ("Client"), effective [DATE].

Services: Daily medical courier services as described in
attached route schedule. Routes: [DESCRIPTION].
Rate: $[AMOUNT]/month, invoiced on the 1st.
Term: 12 months, auto-renewing with 30 days notice.
Rate adjustment: max 5% annually with 30 days notice.

Signatures: ___________________ / ___________________
Date: ____________

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CAPABILITY STATEMENT — TEMPLATE
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[YOUR BUSINESS NAME]
HIPAA-Compliant Medical Courier Services

CORE COMPETENCIES
- Specimen and lab transport (OSHA certified)
- Chain of custody documentation
- STAT and scheduled routes
- Backup coverage guarantee

DIFFERENTIATORS
- $1M general liability insurance
- Commercial auto insurance
- 100% on-time delivery (last 90 days)
- Backup driver on standby

CERTIFICATIONS
- HIPAA Privacy & Security
- OSHA Bloodborne Pathogens

[Name] | [Phone] | [Email] | [City, State]

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RATE SHEET — TEMPLATE
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[YOUR BUSINESS NAME]
MEDICAL COURIER RATE SHEET

STANDARD ROUTE
Daily Mon-Fri morning pickup & delivery
Up to 40 miles round trip — Starting at $[X]/month

EXTENDED ROUTE
Daily pickup + afternoon return
Up to 60 miles round trip — Starting at $[X]/month

STAT / ON-CALL
2-hour response window, any day
Starting at $[X] per run

All rates include: commercial insurance, $1M GL,
HIPAA-compliant handling, backup driver, COC documentation.
Contact: [Name] | [Phone] | [Email]

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COLD CALL SCRIPT — TEMPLATE
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"Hi, this is [Name] with [Business Name]. I'm a local
medical courier and I wanted to introduce myself. We
specialize in specimen and lab transport for physician
offices and clinics in [area].

Do you currently use an outside courier for your lab runs?

[If yes] What does that look like for you right now?
[If no] Would you be open to a quick conversation about
what we offer? I can send over a one-page overview.

I'm fully insured, HIPAA-certified, and I have a backup
driver — so you'd never have a missed pickup."

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COLD EMAIL TEMPLATE
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Subject: Medical Courier for [Practice Name] — [City]

Hi [Name],

I'm [Your Name] with [Business Name], a medical courier
serving physician offices and clinics in [area].

I specialize in specimen transport — HIPAA-certified,
$1M insured, with a backup coverage guarantee so you
never have a missed pickup.

If you use an outside courier or have been considering it,
I'd love to send over our rate sheet. Reply here or
call me at [phone].

Thanks,
[Name]
[Business Name] | [Phone]

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FOLLOW-UP EMAIL — 3 DAYS AFTER COLD OUTREACH
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Subject: Re: Medical Courier for [Practice Name]

Hi [Name],

Just following up on my note from [day]. I know things
get busy — wanted to make sure this didn't get buried.

Happy to answer any questions about coverage, pricing,
or how the handoff would work. No pressure at all.

[Name] | [Phone]

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FOLLOW-UP EMAIL — 2 WEEKS LATER
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Subject: Still available for [Practice Name] routes

Hi [Name],

Checking in one more time. I'm still taking on new routes
in [area] and wanted to make sure you had my info.

If timing isn't right now, I'll follow up in a few months.
Either way — feel free to reach out when you need a
reliable courier.

[Name] | [Phone]

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CHAIN OF CUSTODY LOG — TEMPLATE
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Date: ___________

Run # | Pickup Facility | Time | Package Type | Containment | Initials | Delivery Facility | Time | Signature
  1   |                |      |              |   Y / N     |          |                   |      |
  2   |                |      |              |   Y / N     |          |                   |      |
  3   |                |      |              |   Y / N     |          |                   |      |
  4   |                |      |              |   Y / N     |          |                   |      |
  5   |                |      |              |   Y / N     |          |                   |      |

Notes: _______________________ Driver Sig: ________________

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DAILY PRE-ROUTE CHECKLIST — TEMPLATE
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NIGHT BEFORE:
[ ] Confirm schedule with all clients
[ ] Cooler has fresh cold packs
[ ] Fuel level above 1/4 tank
[ ] Review any new pickups or changes
[ ] PPE kit laid out

MORNING:
[ ] Vehicle inspection (tires, lights, cargo)
[ ] Cooler and supplies loaded
[ ] Navigation tested
[ ] COC forms and pens ready

EVERY PICKUP:
[ ] Sign in at facility if required
[ ] Label matches manifest
[ ] Secondary containment sealed if specimen
[ ] Pickup time logged
[ ] Facility staff signature

EVERY DELIVERY:
[ ] Delivery address and recipient verified
[ ] Signature or scan obtained
[ ] Delivery time logged

END OF DAY:
[ ] Mileage log updated
[ ] Paperwork scanned to Drive
[ ] Client notified of any issues

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RESUME SNIPPET — MEDICAL COURIER
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[YOUR NAME]
HIPAA-Certified Medical Courier | [City, State]
[Phone] | [Email]

EXPERIENCE
[Your Business Name] — Independent Medical Courier
[Start Date] – Present
- Transport lab specimens and medical supplies between
  healthcare facilities on fixed and STAT routes
- Maintain 100% on-time delivery across [N] active clients
- HIPAA-certified; OSHA Bloodborne Pathogen certified
- Chain of custody documentation on every run

CERTIFICATIONS
- HIPAA Privacy & Security Training — [Year]
- OSHA Bloodborne Pathogens — [Year]
- Clean MVR — verified [Year]

SKILLS
Medical specimen transport | Chain of custody
HIPAA compliance | Route optimization | Client communication