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Intake & Onboarding Forms Package – Checkout

Complete your order below to get instant access to the Intake & Onboarding Forms Package, including client intake forms, service agreements, and onboarding tools to help you bring new clients into your Personal Services Agency in an organized, professional way.

What You Get Inside

When you complete this purchase, you will receive immediate access to a secure Google Drive folder with all Intake & Onboarding Forms materials.

  • Client intake questionnaire to capture key demographic, contact, and needs information from day one.
  • Service agreement shell outlining scope of service, responsibilities, and basic terms in a structured format.
  • Consent and acknowledgment forms (for information sharing, emergency contacts, and agency policies).
  • Basic onboarding checklist for new clients to help you standardize what gets done at start-of-care.
  • Suggested file structure so you know how to organize client records and keep documentation consistent.
How access works: After checkout, you’ll receive an email with a secure Google Drive link to your Intake & Onboarding Forms Package folder, plus instructions for downloading and saving your files.
“Once I had a clean intake packet, I stopped forgetting details and my new clients felt like they were joining a real, organized agency instead of a startup guessing its way through the first visit.” – PSA Owner
Reminder: These forms are starting-point templates. You are responsible for tailoring all language to your services, your state, and any payer or program requirements, and for reviewing final versions with qualified professionals where needed.
Intake & Onboarding Forms Package
Secure one-time payment. Instant digital access.
$97
USD • One-time
Intake & Onboarding Forms Package – Product Visual
✔ Digital download (Google Drive link)
✔ Access email sent to your inbox
✔ For agencies beginning to accept and organize new clients
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Complete Secure Checkout Questions? Contact AAA Consultant

After payment, you will be redirected to a confirmation page and receive an email with your download access link. Please check your Promotions/Spam folder if you do not see it.

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Recommended Add-On:
Add the PSA Startup Kit to pair your client intake packet with a structured launch roadmap and overall startup checklist. (Available as an upgrade option where offered.)