Resources for Personal Services Agency Founders
Use this page as your resource hub. Start with the free PSA Startup Checklist, then explore guides and tools that help you plan, launch, and grow your Personal Services Agency with structure and clarity.
Featured Free Resource: PSA Startup Checklist
The PSA Startup Checklist gives you a clear, non-technical view of what goes into starting a Personal Services Agency — from early planning to basic documentation and first steps toward launch.
- Understand the major building blocks of a PSA.
- Identify what you already have and what is missing.
- Create a realistic action plan for the next 30–90 days.
You’ll be taken to the checklist page to enter your email and access the download. This keeps the experience clean, reliable, and beginner-friendly.
Recommended: Start with the free checklist, then use the “Next Step Options” to choose between DIY toolkits, Business-in-a-Box, or guided support.
Prefer the full landing page? Access the checklist here: /lead-magnet.
Browse Resources by Stage
Different resources are helpful at different stages. Use this section to find the most relevant tools based on whether you are exploring, building your foundation, or focused on growth.
Exploring & Planning
- Free PSA Startup Checklist – understand the big picture and key moving parts.
- 30-Day PSA Guide – structure your first month of focused action.
- PSA Startup Kit – move from ideas to organized planning and documents.
If you are still deciding whether to move forward, start with the free checklist and 30-Day guide, then consider the Startup Kit once you are committed.
Building Foundation
- PSA Startup Kit – overall structure and planning tools.
- Compliance & Policy Bundle – build internal standards and policies.
- Intake & Onboarding Forms Package – organize new client files.
- Employee Handbook – Full Edition – set expectations for your team.
These resources help you create a strong documentation and systems foundation so you are ready to bring on staff and clients.
Launching & Growing
- Referral & Marketing Toolkit – outreach and partnership tools.
- Client Acquisition Playbook – build consistent client flow habits.
- Structured Family Caregiving Starter Kit – explore caregiver stipend models.
- Digital Document Library (Lite) – fill gaps in your template library.
These resources focus on turning a complete foundation into actual referrals, clients, and growth systems.
How Free Resources Connect to the Full Ecosystem
The free PSA Startup Checklist is only the beginning. Here is how you can move from free content to the right paid tools and solutions when you are ready.
| Start Here | Next Step – DIY | Next Step – Guided / DFY |
|---|---|---|
|
Free PSA Startup Checklist 30-Day PSA Guide |
PSA Startup Kit Compliance & Policy Bundle |
PSA Launch Accelerator (for guided implementation) Strategy Call to discuss fit. |
| Reading about documentation and policies on this page. |
Employee Handbook – Full Edition Intake & Onboarding Package Digital Document Library (Lite) |
Business-in-a-Box (for a comprehensive DIY ecosystem) DFY Agency Launch (for a scoped buildout). |
| Exploring outreach ideas and referral relationships. |
Referral & Marketing Toolkit Client Acquisition Playbook |
Accelerator or DFY support to implement your growth plan. |
How to Use This Resources Page
Do I need to download the free checklist if I already know I want to start?
You do not have to, but it can still be useful as a quick double-check that you are not missing anything obvious. If you are already committed, you may want to move directly into the PSA Startup Kit or Business-in-a-Box.
What is the difference between Resources and the Shop?
The Resources page gives you context, free tools, and guidance on which products fit your stage. The Shop is where you see all paid digital products in one grid with pricing and details.
Where can I learn about higher-level programs?
Higher-level solutions such as Business-in-a-Box, the PSA Launch Accelerator, and DFY Agency Launch are explained on the Solutions page and their individual pages.
What should I do right now?
If you are early in the journey, start by downloading the free checklist. If you already know you are committed, explore Business-in-a-Box or book a strategy call to talk through which path fits you best.
Explore Other Care Business Segments
AAA Consultant supports multiple regulated care models. If your goals extend beyond Home Care, explore our Group Home segment resources and products.
Group Homes
Documentation systems, compliance tools, and DFY implementation support designed for regulated residential care operations.
Need Help Choosing?
If you’re unsure whether Home Care or Group Homes is the right path, apply and we’ll route you to the best starting point.
Coming Next: NEMT
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