PSA Business-in-a-Box (DIY) — A Structured Ecosystem to Build Your Personal Services Agency
A consolidated, do-it-yourself implementation package that brings together core documentation, workflows, and planning tools from across the AAA Consultant LLC digital library — organized into a single, cohesive system for launch and early growth.
Instead of piecing together forms and policies one product at a time, you get a structured ecosystem designed to help you move from “I want to start a PSA” to “I am building a real agency with systems, structure, and momentum.”
One-time payment for a bundled digital ecosystem. You implement at your own pace, with the option to later upgrade to Accelerator or Done-For-You.
- Bundled access to multiple core toolkits and frameworks.
- Structured around real PSA workflows: startup, compliance, intake, marketing, acquisition.
- Designed for serious founders who want a comprehensive DIY path.
Files and access instructions are delivered via email immediately after purchase.
What’s Inside PSA Business-in-a-Box (DIY)
PSA Business-in-a-Box is organized as a complete agency operating system — not a loose bundle of files. Everything is structured across eight pillars that mirror how a real Personal Services Agency is built, operated, and grown.
01 — Agency Setup & Legal Foundation
Startup structure, licensing preparation, and launch readiness tools that help you move from idea to operational agency with clarity.
02 — Compliance & Policy System
Core internal policies, compliance infrastructure, reporting expectations, and documentation standards designed to support regulatory readiness.
03 — Client Intake & Service Delivery
Client intake, service agreements, care planning, and service delivery documentation that keeps onboarding and visits consistent and professional.
04 — Caregiver Hiring & HR System
Hiring, onboarding, HR file structure, training acknowledgments, and handbook-aligned documentation to support staffing stability.
05 — Operations & Documentation
Daily operational logs, internal controls, record integrity tools, and review checklists that keep your day-to-day organized and auditable.
06 — Marketing & Client Acquisition
Referral outreach systems, inquiry handling scripts, community marketing plans, digital visibility checklists, and acquisition tracking tools.
07 — Management, Tracking & Growth
Owner-level dashboards, weekly/monthly review routines, growth readiness tools, corrective action planning, and annual goal alignment.
08 — Customization Instructions
Step-by-step customization order, safe editing rules, naming/versioning guidance, and notes for multi-county or multi-state expansion.
What’s Inside Each Pillar
The lists below outline what each pillar contains, in a clear implementation-ready format.
Pillar 01 — Agency Setup & Legal Foundation
- Agency Setup & Launch Readiness Checklist
- Business Formation Checklist + Entity Setup Worksheet
- EIN Setup Guide (step-by-step)
- Licensing Preparation Worksheet (information gathering + timeline)
- Business Banking & Financial Setup Checklist
- Basic Operations Setup Checklist (phone, email, storage, folders)
- Service Scope & Coverage Definition Worksheet
- Owner Implementation Notes (recommended order + milestones)
Pillar 02 — Compliance & Policy System
- Core Agency Policies & Procedures (system overview + implementation order)
- Non-Medical Scope of Services Statement (client-facing)
- Documentation Standards & Internal Compliance Expectations
- Incident / Unusual Occurrence Policy + Reporting Standards
- Privacy / Confidentiality (HIPAA-aligned boundaries for non-medical agencies)
- Staff Policy Acknowledgment & Compliance Attestation
- Internal Audit-Readiness Checklist (documentation + record controls)
- Policy Customization & Adoption Instructions
Pillar 03 — Client Intake & Service Delivery
- Client Intake Form (structured, non-medical service intake)
- Service Agreement / Client Service Contract (standard edition)
- Consent & Release Forms (HIPAA release, photo/media if applicable)
- Non-Medical Scope & Expectations Acknowledgment
- Care Plan Template (non-clinical, goal-based)
- Start-of-Care Checklist (first visit readiness)
- Client Welcome & Orientation Checklist
- Client File Setup Checklist (required sections + record control)
Pillar 04 — Caregiver Hiring & HR System
- Caregiver Job Application
- Interview Guide + Hiring Decision Notes
- New Hire Onboarding Checklist (HR + training sequence)
- Training Acknowledgment + Policy Receipt Forms
- Employee File Checklist (what belongs in the file and why)
- Timesheet & Attendance Expectations (staff-facing)
- Disciplinary / Coaching Documentation Templates
- Employee Handbook (Full Edition) + Adoption Instructions
Pillar 05 — Operations & Documentation
- Client File Organization & Record Control Guide
- Service Visit Log
- Caregiver Timesheet (Weekly / Bi-Weekly)
- Client Progress Note / Care Summary
- Internal Communication & Handoff Log
- Document Version Control Log
- Incident / Exception Tracking Log (Operational)
- Monthly Operations Review Checklist
- Record Retention & Archiving Checklist
Pillar 06 — Marketing & Client Acquisition
- Referral Source Outreach System (process + scripts)
- Direct Inquiry Handling Scripts & Conversion Flow
- Community & Grassroots Marketing Plan (local strategy)
- Digital Presence & Visibility Checklist (SEO/GBP basics)
- Client Acquisition Tracking Dashboard (pipeline + follow-up)
- Monthly Marketing Review Checklist
- Referral Partner Follow-Up Cadence (sample schedule)
- Value Messaging Library (short positioning statements)
Pillar 07 — Management, Tracking & Growth
- Agency Performance Dashboard (Owner-Level)
- Weekly Management Review Checklist
- Monthly Performance & Capacity Review
- Growth Readiness Assessment
- Issue Escalation & Decision Log
- Corrective Action & Improvement Plan
- Annual Planning & Goal Alignment Worksheet
- Owner Rhythm Template (weekly/monthly cadence)
Pillar 08 — Customization Instructions
- Implementation Order (what to customize first, second, third)
- Safe Editing Rules (Word/Google Docs formatting guidance)
- Branding Placement Guide (logo, business name, dates, signatures)
- File Naming Standards + Version Control Guidance
- What to Customize vs. What to Keep Standard (integrity rules)
- Multi-County / Multi-State Expansion Notes
- Printing & Binder Setup Guidance (optional)
- Final Pre-Launch Review Checklist (system verification)
Decision clarity: You are purchasing a complete, pillar-based agency operating system — organized for implementation, customization, and long-term use. No guessing and no piecing together.
Who Business-in-a-Box (DIY) Is For (and Not For)
This flagship bundle is a strong fit if:
- You are committed to building a PSA and want a serious, structured DIY path.
- You want more than a few forms — you want an actual ecosystem to plug into.
- You are willing to customize documents and implement systems yourself.
- You want to save time and confusion versus buying and stitching together many separate pieces.
- You may later consider Done-With-You or DFY, but you want to start with a robust DIY base.
This may not be the right fit if:
- You need heavy customization done for you and do not plan to work on the documents yourself.
- You are only curious about PSAs and not yet committed to taking action.
- You are looking for state-specific legal advice or legal representation (this is not that).
- You want a live, guided coaching experience rather than a digital ecosystem (see Accelerator).
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.
Ready to Build Your PSA with a Serious DIY Ecosystem?
PSA Business-in-a-Box (DIY) is designed for founders who are committed to doing the work — and who want a structured, consolidated system instead of piecing everything together alone.