Building a company requires many forms and documents and often their creation can be time consuming and/or intimidating. To help you avoid reinventing the wheel, we decided to offer some of our more popular and helpful documents for your use. We are providing them in WORD format so you won’t even have to convert them from PDF or retype them. Simply change out the logo and modify for your own use and voila! You have ready made and professional documentation for your company. If you need something other than what we have listed, please contact us and ask – we may have what you’re seeking and if we don't, we should be able to assist in the creation of whatever you might need.


Disclaimer: This documentation, including sample applications herein, is provided for informational purposes only, and Concierge Business Solutions® makes no warranties, either express or implied, as to the efficacy of this documentation as it applies to your business. Information in this documentation, including any URL and other Internet Web site references, is subject to change without notice. The entire risk of the use or the results of the use of this documentation remains with the user and your use of them is completely at your own risk and you agree to indemnify and hold harmless Spoor Enterprises Inc, DBA Concierge Business Solutions® from any and all liability that might be incurred from their use. Many of the requested documents are legal documents and/or contracts and should not be used without first being reviewed by your own attorney. This documentation is copyrighted by Spoor Enterprises Inc, DBA Concierge Business Solutions®, 2013, and will remain the intellectual property of Concierge Business Solutions® despite this license to use.

**Forms are only downloadable ONE TIME.

  • Document: Business Card Templates for Events
    Price: $15.00
    (click to select)
    Formatted for Business Cards -  template for use anytime you're collecting business cards - in case an event attendee doesn't have cards with them - use in lieu of electronic media
  • Document: Client Labels
    Price: $15.00
    (click to select)
    Formatted for Avery 5160 labels, template to print labels - Use for clients, vendors, expense lists - anywhere you need labels
  • Document: Guidelines to Hold Successful Goals Or Master Mind Group
    Price: $25.00
    (click to select)
    A 'how to' outline for holding a weekly goals or mastermind group - A goals group is for brainstorming, holding yourself accountable and problem solving. Very helpful for new entrepreneurs
  • Document: Independent Contractor/Employee Agreement
    Price: $250.00
    (click to select)
    Sample hiring contract for sub-contract employees - will need modification for your services, payscale, etc - includes legal requirements for the State of CA.  Check your States regulations and modify as necessary before using
  • Document: Introductory Letter Template
    Price: $15.00
    (click to select)
    For presentation packages, a sample letter of introduction for your company. This template should be modified to include your company specifics
  • Document: Request for Additionally Insured Template
    Price: $15.00
    (click to select)
    Sample request to be sent to the vendor's insurance broker - contains the info he/she needs to name your company additionally insured on vendor insurance certificates
  • Form: Non Compete/Confidentiality Agreement
    Price: $25.00
    (click to select)
    A sample non-compete/confidentiality agreement. Good for use when discussing business specifics with potential new hires or anytime you want to protect your intellectual property
  • Form: Absentee Home Watch Checklist
    Price: $25.00
    (click to select)
    Absentee Home Watch Checklist - can be used to create multi-part form or printed and used as is. May also be modified for your specific services. Our concierge software has an electronic copy
  • Form: Authorization for Key Transfers
    Price: $25.00
    (click to select)
    Template to gain client authorization for transfer of keys (may be modified to support any transfer of property if desired)
  • Form: Auto Release for Driving Form
    Price: $25.00
    (click to select)
    Template agreement between your company and the vehicle owner releasing you from liability should you operate their vehicle
  • Form: Client Profile Template
    Price: $25.00
    (click to select)
    The more info you have on your clients, the better you can meet their expectations.  Sample client profile for use during the signup process. May be modified to reflect your specific services
  • Form: Client Security Authorization Template
    Price: $15.00
    (click to select)
    If you work with clients who live in gated communities, you need an authorization for access and to call in vendors.  This sample Authorization form works perfectly for every managed community we visit.
  • Form: Client Sign-Up Template
    Price: $15.00
    (click to select)
    Do you get signatures authorizing your use of a client credit card?  If you don't, you're leaving yourself open to liability.  This sample Signup form for new clients includes a signature spot to protect you and your business
  • Form: Job Application Sample (long form)
    Price: $50.00
    (click to select)
    Long sample job application
  • Form: Job Application Sample (short form)
    Price: $25.00
    (click to select)
    Short sample job application
  • Form: Request for Key Return
    Price: $25.00
    (click to select)
    Template to confirm satisfactory completion of work before returning keys to client (may be modified to support return of any property)
  • Form: Service Provider Sign Up Template
    Price: $15.00
    (click to select)
    Sample signup form for new vendors - may be modified to reflect your specific fees and options
  • Form: Services Request Form
    Price: $15.00
    (click to select)
    Ever get off the phone and realize you forgot to get some important contact info?  Never again!  This form, used when someone new calls - Capture contact info, scope of work requested and payment information
  • Tips Booklet: Marketing to Realtors and HOA’s
    Price: $15.00
    (click to select)
    Tips Booklet:  How to effectively market to Realtor and HOA groups - both these groups can be challenging to penetrate but we'll give you approaches that have proven to work again and again. 
  • Tips Booklet: Are You One Ask Away from a Yes?
    Price: $15.00
    (click to select)
    Top 10 Tips for effective sales tactics - if you don't ask, you don't know if you can close the sale or not.  Everyone is one ask away from a 'yes' - if only they ask.
  • Tips Booklet: Building a Good Reputation for Your Company
    Price: $15.00
    (click to select)
    You have to be great just to get considered, but how do you become Exceptional?  Top 10 Tips for impressive Customer Service
  • Tips Booklet: Finance Basics for Entrepreneurs
    Price: $15.00
    (click to select)
    Tips Booklet:  Not an accounting major? Trouble with numbers? This easy to understand booklet includes financial definitions and the initial setup of a financial system for the entreprenuer
  • Tips Booklet: How and When to Raise Your Rates
    Price: $15.00
    (click to select)
    Ready to raise your rates? Scared to do it?  Is your timing right?  5 Tips to know when and how to raise Your Price Point
  • Tips Booklet: Should you Incorporate your Business?
    Price: $15.00
    (click to select)
    Tips Booklet:  We answer your questions about incorporating your business including - Tips, Pros/Cons and the Advantages/Disadvantages of incorporating your business
  • Tips Booklet: The Best Way to Market your Business
    Price: $15.00
    (click to select)
    Tips Booklet:  Top 10 Tips for Marketing your Company even in the no face-to-face society we live in today!
  • Tips Booklet: Vendor Management - Should I Refer or Broker Subcontract Services?
    Price: $15.00
    (click to select)
    Pros/Cons to Referral vs Brokering services, how to find vendors and how to protect your company from liability
  • Tips Booklet: What do I do now?
    Price: $20.00
    (click to select)
    Having trouble prioritizing your work?  Focused on the wrong things? This booklet includes the Top 10 Tips for Time Management habits that you can adopt to create business disciplines, improve your productivity, and enhance the effectiveness of tasks
  • Tips Booklet: What Scares You?
    Price: $15.00
    (click to select)
    Fear can cripple your business.  These are the 3 Fears entrepreneurs face (and 1 Fear they should embrace!)
  • Tips Booklet: What Should I charge?
    Price: $15.00
    (click to select)
    One of the top 5 questions we get asked - How much should I charge for my services.  this booklet discusses the top 6 Decisions to make before setting your Price Point
  • Tips Booklet: Why Discounts Don’t Work
    Price: $15.00
    (click to select)
    Everyone wants to discount to entice new business - but discounts don't work.  Top 6 Reasons why Discounts don’t work and 1 way to create a discount-type campaign that might