Start Here – Find Your Best Path to a Personal Services Agency
This page is your roadmap. In a few minutes, you will know what stage you are in, what to focus on next, and which AAA Consultant products and programs match your needs.
Step 1 – Identify Your Current Stage
Most PSA founders fall into one of three stages. Read through them and choose the one that sounds the most like you right now.
Exploring & Planning
You are still exploring whether starting a PSA is right for you and gathering information about what is required.
- You are reading about PSAs, home care models, and licensing expectations.
- You are unsure about the documents, timelines, and costs.
- You may have a full-time job and are testing the idea before fully committing.
Your priority: clarity and a realistic plan for the next 30–90 days.
Start with the 30-Day GuideBuilding Foundation
You are committed to starting and are actively working on the pieces you need to operate a PSA.
- You are collecting forms and templates or trying to write your own.
- You may be applying for licenses or setting up your business entity and policies.
- You want to organize policies, procedures, staff files, and client files in a logical way.
Your priority: building a solid documentation and systems foundation.
Start with the Startup Kit + Compliance BundleLaunching & Growing
You have the basics in place and want to focus on referrals, client acquisition, and possibly advanced models like SFC.
- You are thinking about marketing, outreach, and referral partnerships.
- You want scripts, email templates, and client acquisition systems.
- You may be considering higher-level support or Done-For-You solutions.
Your priority: consistent clients and structured growth.
Start with Marketing & Acquisition Tools
Step 2 – Match Your Stage to a Starter Bundle
You do not need every product at once. Start with a small bundle that fits your stage. You can always upgrade to Business-in-a-Box or DFY later.
| Stage | Focus | Recommended Products | Suggested Outcome |
|---|---|---|---|
| Stage 1 – Exploring & Planning | Clarity, overview, and realistic next steps. |
• 30-Day PSA Guide • PSA Startup Kit (optional next) |
Understand what a PSA involves and create a simple 30–90 day plan you can follow. |
| Stage 2 – Building Foundation | Documentation, files, policies, and onboarding systems. |
• PSA Startup Kit • Compliance & Policy Bundle • Intake & Onboarding Forms Package • Employee Handbook – Full Edition |
Have a structured documentation library and be ready for staffing and client onboarding. |
| Stage 3 – Launching & Growing | Referrals, marketing, and scalable workflows. |
• Referral & Marketing Toolkit • Client Acquisition Playbook • Structured Family Caregiving Starter Kit • Digital Document Library (Lite) |
Begin building consistent referral relationships and client acquisition systems. |
Explore PSA Business-in-a-Box
Step 3 – Choose Your Support Level
Once you know your stage and starter bundle, decide how much support you want implementing. You can stay fully DIY, add guidance, or move into a Done-For-You experience.
DIY – Digital Products
Best if you are detail-oriented, comfortable following written instructions, and want to move at your own pace.
- Purchase individual toolkits as needed.
- Use checklists to drive your own implementation.
- Revisit products whenever you are ready for the next step.
Done-With-You – PSA Launch Accelerator
Best if you want coaching, accountability, and feedback as you implement your documents, systems, and launch plan.
- Structured sessions to review your progress and next actions.
- Guided implementation support using the AAA Consultant ecosystem.
- Designed to help you launch with more confidence and fewer delays.
Done-For-You – Agency Launch
Best if you prefer a more hands-on service where a professional team helps build your systems with you.
- Customized documentation and foundation using your agency vision.
- Implementation support for key operational and launch components.
- Application-based program with limited capacity.
Common Questions About Getting Started
What if I am between stages?
If you feel between Stage 1 and Stage 2, start with the 30-Day Guide and PSA Startup Kit. If you feel between Stage 2 and Stage 3, focus on the Compliance & Policy Bundle plus the Referral & Marketing Toolkit.
What if I am not ready for a high-ticket program?
You do not need to start with Accelerator or DFY. Many founders begin with a small digital purchase, implement for a few months, and then decide whether they want deeper support.
Can I upgrade later to Business-in-a-Box or DFY?
Yes. You can start with individual toolkits and later decide that you want a more comprehensive or guided solution. Business-in-a-Box and DFY are designed to absorb and build on what you already have.
What should I do right now?
Pick your stage, choose the matching starter bundle, and decide whether you want DIY, Accelerator, or DFY support. That one decision will move you from thinking about your PSA to actively building it.
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
We’re building the Non-Emergency Medical Transportation segment next. If you want early access, apply and select NEMT.