Free Download

Free PSA Startup Checklist

Get a simple, practical checklist that outlines the key decisions, documents, and steps to start a Personal Services Agency — so you can move from “I want to start” to “I am making progress” in the next 30–90 days.

What You Will Get Inside This Free Checklist

  • A structured overview of the major pieces you will need to think about.
  • Plain-language prompts to help you make decisions, not just collect information.
  • A quick sense of what you already have in place versus what is missing.
  • Suggestions for next steps if you decide to move forward with a PSA.
Beginner Friendly Action-Oriented PSA-Focused

Download the Checklist

Enter your details below and we will email you the PSA Startup Checklist so you can review it at your own pace.

This checklist broke the process into clear steps. I stopped feeling overwhelmed and started moving. It helped me build momentum in the first week. — New PSA Founder
The prompts showed me what documents I was missing. I used it to organize my folders and priorities. Now my startup plan feels structured and realistic. — Planning Stage Operator
PSA Startup Checklist cover

Who This Checklist Is For

  • People who are seriously considering starting a Personal Services Agency.
  • PSA founders in the early planning stage who feel overwhelmed by all the moving parts.
  • Current caregivers or healthcare workers who want to understand what a PSA would require.

If you enjoy the checklist and want more support, you will also see how it connects to the PSA Startup Kit, Business-in-a-Box, and the Accelerator.

What Founders Say

This checklist showed me what to do first. I stopped overthinking and started organizing. It made the process feel realistic and doable. — New PSA Founder
I used it to spot gaps in my documents. The prompts helped me make decisions faster. Now I have a clear 30–90 day direction. — Planning Stage Operator
The “what’s missing” part was the biggest help. I used it to prioritize what to build next. Now my plan feels organized and focused. — First-Time Founder
I needed clarity, not another long document. This gave me a simple path forward immediately. I can finally take action with confidence. — PSA Builder
This checklist is not legal or regulatory advice. It is a practical overview to help you think through the PSA journey and decide on your next steps.