Digital Product Library – Personal Services Agencies
Welcome to the AAA Consultant LLC digital shop. Every product here is designed to help you plan, launch, and grow a Personal Services Agency with more structure and less guesswork.
Use this page as a catalog. Start with what you need most right now, then come back to add toolkits as your agency grows.
Core Startup & Compliance Foundations
These products give you structure for planning, documentation, and internal standards. They are ideal for founders in the planning and foundation-building stages.
A structured kit that walks you through the earliest steps of building your PSA. Includes planning tools, checklists, and core starter documents so you do not have to begin from a blank page.
- 30–90 day startup planning guidance.
- Checklists for core decisions, documents, and workflows.
- Works alongside the 30-Day Guide or as a standalone starter.
A ready-to-customize policy and procedure framework you can adapt to your agency. Designed to help you organize your internal expectations and demonstrate a structured approach to operations.
- Policy templates covering key operational areas.
- Structure for creating your own agency manual.
- Pairs well with staff onboarding materials.
A comprehensive employee handbook framework that supports your HR foundation. Set expectations, clarify responsibilities, and promote professionalism from the start.
- Sections covering conduct, attendance, confidentiality, and more.
- Supports alignment between agency leadership and staff.
- Can be adapted as your agency grows and evolves.
Intake, Onboarding & Caregiver Tools
These products organize how you bring clients and caregivers into your agency. They focus on forms, recordkeeping, and specific models such as structured family caregiving.
Forms, agreements, and file structure tools to organize new client information from the first contact. Helps you create consistent client records and reduce missed information.
- Client intake form templates.
- Service agreement and basic consent forms.
- Suggested file structure and recordkeeping approach.
A starter framework for agencies offering structured family caregiving where allowed. Helps you think through caregiver agreements, documentation, and payment structure.
- Family caregiver intake and agreement concepts.
- Documentation tools for tracking caregiver activity.
- Educational content for families about the model.
A curated set of frequently used forms and templates that can complement your existing documentation and provide additional structure where needed.
- Selected templates for day-to-day operations.
- Useful for filling gaps in your current library.
- Good companion to the Business-in-a-Box offer.
Marketing, Referrals & Client Acquisition
Once your foundation is in place, your next challenge is consistent client flow. These toolkits focus on outreach, relationships, and simple marketing systems.
A bundle of email templates, outreach scripts, referral one-sheets, and basic marketing plans you can adapt to your PSA and local market.
- Scripts for contacting referral partners and care managers.
- Templates for follow-up and relationship building.
- Ideas to structure your first 90 days of outreach.
A structured playbook for moving from one-off outreach to consistent, repeatable client acquisition habits and systems.
- Framework for your weekly client acquisition routine.
- Key metrics to watch as you grow.
- Ideas for refining your message and offers.
A focused guide for your first 30 days of serious action. Helps you move from thinking and researching to concrete steps and momentum.
- Daily and weekly action suggestions.
- Prompts to help you make key decisions.
- Pairs well with the PSA Startup Kit.
Flagship & Bundled Options
If you know you will eventually need multiple toolkits, you can save time by starting with a flagship bundle or considering higher-level support.
A consolidated package that brings together key documentation, systems, and workflows into one offer. Designed for founders who are ready to implement with focus.
- Core startup, compliance, intake, and marketing elements.
- Structured for DIY implementation using our ecosystem.
- Natural stepping stone toward Accelerator or DFY.
A structured program where you implement your documentation and systems with guidance, feedback, and accountability. Not a digital download, but a live support experience.
- Sessions focused on your progress and next steps.
- Integration with the digital products you purchase.
- Designed to move you toward launch with structure.
A high-touch, application-based program where key systems and assets are built with and for you. Ideal for those ready to move fast and invest in a more assisted path.
- Customized documentation and foundation.
- Implementation of select systems and workflows.
- Application required; limited capacity.
How to Use This Shop Effectively
It can be tempting to buy everything at once. Instead, use this simple approach to build your library step-by-step.
| Your Situation | What to Focus On | Products to Consider First |
|---|---|---|
| I am just starting to research PSAs. | Clarity, structure, and a first-month action plan. | 30-Day Guide and/or PSA Startup Kit. |
| I am setting up my business entity and preparing operations. | Documentation, policies, staff expectations, and intake forms. | PSA Startup Kit, Compliance & Policy Bundle, Intake & Onboarding Package, Employee Handbook. |
| I already have clients or am about to launch. | Referrals, outreach, and client acquisition systems. | Referral & Marketing Toolkit, Client Acquisition Playbook, SFC Starter Kit. |
| I want everything organized in one ecosystem. | Comprehensive approach with room to grow. | PSA Business-in-a-Box, Accelerator, or DFY Launch. |
Digital Product FAQs
How do I receive my products after purchase?
After checkout, you will receive an email with download links or access instructions for your chosen products. Keep that email for future reference in case you need to re-download.
Can I customize the templates to fit my agency?
Yes. These products are designed to be adapted to your agency’s specifics. You are responsible for reviewing and tailoring content and, where appropriate, seeking professional legal or regulatory guidance.
Do I need all of these products to start?
No. Start with the 1–3 products that best address your current stage. You can add more as your agency grows and you are ready for additional structure.
What if I later join Accelerator or DFY?
You can still keep and use any digital products you purchased. Accelerator and DFY programs simply add more guided or done-for-you implementation on top of what you already have.
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.