Done-For-You Agency Launch
A high-touch, Done-For-You engagement for PSA founders who want expert help building their core documentation, systems, and launch structure — without starting from a blank page.
Investment range: $10,000 – $25,000 (scope-dependent)
Best for: Founders who want to move faster, with a professional partner helping build critical pieces of their agency.
- Structured documentation tailored to your agency vision.
- Organized intake, onboarding, and basic operational workflows.
- Core marketing and referral assets aligned to your positioning.
- A practical launch plan with agreed-upon priorities.
Choose the Done-For-You level that fits your launch goals
Every tier includes core compliance and documentation systems. Higher tiers layer on implementation, automation, and growth support.
- Customized policy & compliance manual using our full library.
- Intake forms, service agreements, and HIPAA/consent forms configured with your branding.
- Branded core document library (DOCX & PDF) organized for everyday use.
- Client file and recordkeeping folder structure set up for you.
- Basic client onboarding, visit logging, and documentation framework.
- 90-minute launch planning session.
- 30 days of post-delivery support via email/portal.
- Everything in Silver, plus:
- Website copy and page structure for your core pages (Home, About, Services, Contact, Digital Library).
- Website implementation support on your chosen platform.
- HR onboarding packets, job descriptions, and interview checklists prepared.
- Google Business Profile setup support and optimization plan.
- Referral and marketing toolkit installed (email templates, outreach scripts, one-sheets).
- Initial email nurture or welcome sequence loaded into your email platform.
- 60 days of support with scheduled milestone calls.
- Everything in Gold, plus:
- Client acquisition launch support (priority outreach plan, partner list, message templates).
- CRM and basic automation workflows configured (pipeline, tags, follow-up).
- Implementation of your nurture sequence and booking funnel.
- Access to the PSA Launch Accelerator for additional support (duration defined in SOW).
- Staff training materials and implementation plan for key topics.
- Monthly growth calls for 3–6 months, depending on final package.
- Up to 180 days of support to stabilize your launch and early growth.
Silver vs Gold vs Platinum – at a glance
| Feature | Silver | Gold | Platinum |
|---|---|---|---|
| Custom policy & compliance manual | ✔ | ✔ | ✔ |
| Core forms & intake system branded | ✔ | ✔ | ✔ |
| Website copy & setup support | – | ✔ | ✔ |
| HR onboarding packets & job postings | Optional add-on | ✔ | ✔ |
| Referral & marketing toolkit implementation | – | ✔ | ✔ |
| CRM & automation setup | – | – | ✔ |
| Client acquisition launch support | – | Limited strategy | Full launch support |
| Support duration | 30 days | 60 days | 90–180 days |
How the DFY Agency Launch Engagement Works
Each DFY project is scoped individually, but most follow a similar sequence: discovery, design, build, and handoff.
Discovery
- Deep-dive into your goals, market, and regulatory context.
- Review of any existing documents or systems you already have.
- Clarify your desired service mix and first-year targets.
Design & Scoping
- Define which components will be built in this engagement.
- Prioritize documentation, workflows, and outreach assets.
- Agree on milestones, timeline, and communication rhythm.
Build & Implementation
- Draft, customize, and refine your key documents and tools.
- Set up agreed-upon workflows and basic tracking structures.
- Collaborate on messaging for outreach and client acquisition.
Handoff & Next Steps
- Deliver final agreed-upon assets in usable formats.
- Walk through how to use, maintain, and expand them.
- Discuss options for ongoing support, Accelerator, or future DFY phases.
What Can Be Included in a DFY Scope
The exact scope depends on your stage, budget, and existing materials. Here are examples of what can be part of a DFY Agency Launch engagement.
- Customized policy and procedure frameworks aligned to your PSA vision.
- Employee handbook tuned to your culture and expectations.
- Abuse/neglect, non-discrimination, and safety language based on best practices.
- File structure plans for clients, staff, and internal records.
- Client intake and service agreements adjusted to your context.
- Onboarding checklists and workflows for clients and caregivers.
- Structured Family Caregiving documentation support (where applicable).
- Basic operational process mapping for day-to-day work.
- Referral one-sheets, outreach emails, and simple pitch language.
- Basic campaign structures for your first outreach cycles.
- Client acquisition tracking sheets and simple pipeline stages.
- Messaging alignment with your brand and service promise.
Investment Range & Scope Examples
Every DFY project is custom-scoped. The ranges below are examples, not quotes. Your exact proposal will be based on the discovery and design conversation.
| Example Scope | Focus Areas | Approximate Range |
|---|---|---|
| Documentation-First DFY | Core policies, handbook, intake forms, file structure. | $10,000 – $15,000 |
| Documentation + Launch Systems | Documentation plus basic workflows and referral assets. | $15,000 – $20,000 |
| Full DFY Launch Package | Documentation, workflows, intake, plus marketing & growth systems. | $20,000 – $25,000+ |
Is DFY Agency Launch Right for You?
- Have limited time and want expert help moving faster.
- Prefer to invest in a more hands-on buildout instead of doing everything yourself.
- Are serious about launching and operating a PSA as a real business.
- Understand that documentation and systems are assets, not expenses.
- Are still unsure if you want to start a PSA.
- Are not ready to invest at a multi-thousand-dollar level.
- Expect a “magic turnkey franchise” without your input or decisions.
- Want legal, tax, or regulatory sign-off included (you remain responsible).
Frequently Asked Questions
Is DFY the same as Business-in-a-Box?
No. Business-in-a-Box is a digital DIY ecosystem. DFY is a service-based engagement where we help build and tailor the systems with you.
How long does a DFY project take?
Timelines vary based on scope and responsiveness. Smaller scopes might be measured in weeks; larger ones can span a few months. Your proposal will outline an estimated timeline.
What is required from me?
You will need to provide input on your goals, preferences, and state context, and be available for approvals. DFY is collaborative — your participation ensures the final result fits your vision.
Does DFY include legal or licensing services?
No. You remain responsible for all legal, licensing, and financial matters. DFY focuses on documentation, systems, and practical implementation support.
Request a DFY Agency Launch Consultation
If you are ready to explore a Done-For-You engagement, request a consultation. We will review your goals, stage, and timeline, then discuss whether DFY is the right path or if another option fits better.
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