Blog Archives - Concierge Business Solutions

Tempus Fugit – Time Flies (and So Do We, If We’re Not Careful)

June 18, 2025/in Blog/by Susan Boteler

As small business owners, we tend to pour everything we have into our work—our energy, our focus, and most importantly, our time. In the early stages, it’s all-hands-on-deck, just trying to get the business off the ground. Later, we’re so entrenched in the day-to-day that we forget to come up for air.

Before we know it, we’ve lost track of balance—personal time, family time, fun time. Life becomes a series of tasks and checklists, and somehow, months pass without us even noticing.

Sound familiar?

This isn’t a judgment. It’s a reality check. We don’t start businesses to feel burnt out and disconnected—but that’s exactly what happens when we let the routine take over. And routine, while necessary to a degree, can be the biggest thief of time.

There’s a Latin phrase that sums this up perfectly: Tempus Fugit – Time Flies.

Have you ever wondered why time seems to pass faster the older we get?

Remember when we were kids? We’d count down the days to summer vacation, convinced the school year would never end. Time was slow because we were always looking forward to something—birthday parties, beach trips, sleepovers, or even just the weekend.

But somewhere along the way, we lost that sense of anticipation.

As adults, life got complicated. We traded carefree afternoons for calendars full of meetings. Once work, marriage, kids, and obligations entered the picture, our lives became tightly scheduled. We bounce from task to task, appointment to appointment, email to email—and suddenly, entire seasons slip by unnoticed. “Didn’t we just take down the holiday lights?”

It’s not that we’re doing anything wrong—it’s that we’re doing so much, and so much of it is on autopilot. Even the boring, mundane stuff seems to move at lightning speed. We look up and wonder where the time went.

So, how do we slow it all down?

How do we break free from the rut of rinse-and-repeat? How do we reclaim a sense of balance, or at the very least, a little more joy in the journey?

Here are a few thoughts that might help:

1. Choose Joy—Deliberately

That doesn’t mean quitting your business to become a llama herder in Peru (though if that’s your dream, go for it). It means becoming more mindful about how you spend your time and energy. Are you doing things that bring fulfillment and joy? Or are you stuck in “should” mode?

Not every task is going to be thrilling, but if it makes you feel drained or resentful every time it pops up, ask yourself:

Can I delegate this?
Can I do it differently?
Or can I let it go altogether?

As business owners, we sometimes forget that we can say no—or at least say “not me.”

2. Create More Milestones

We often save celebration for a handful of annual events: birthdays, anniversaries, holidays. That’s not nearly enough. Joy and anticipation shouldn’t be limited to Hallmark moments.

Start planning things—small and large—that give you something to look forward to. And no, it doesn’t have to cost a fortune.

A quarterly weekend getaway
A monthly dinner with friends
A solo afternoon doing something you love
A new project that inspires you rather than drains you

Even something as simple as hosting a potluck picnic at the park can be an event worth anticipating, especially if it brings together people you enjoy.

The more milestones you build into your life, the more opportunities you create for anticipation—and that is what makes time feel full, rich, and slow (in the best way).

3. Practice Conscious Living

We rush through life not because we want to, but because we aren’t fully present. Multitasking has become a badge of honor, but in reality, it fragments our focus and diminishes our experiences.

Start noticing your moments. Be present in them, even if it’s just for a few minutes a day.

Savor your morning coffee (instead of sipping while doom-scrolling)
Watch the sunset (without checking your email between colors)
Take a walk without your phone (yes, it’s still possible!)

When you become more aware of the minutes, they stop slipping away unnoticed.

We started this article with one Latin phrase—Tempus Fugit—and we’ll end with another: Carpe Diem.

Seize the Day.

But let’s not just seize it. Let’s design it, build it, and live it—on purpose. You didn’t start your business to become a prisoner of it. You started it for freedom, flexibility, passion, and impact. So if you’re feeling like time is flying by without any joy, maybe it’s time to hit pause and reevaluate how you’re spending your most valuable asset: your time.

So here’s your invitation:

Let’s talk.

If you’re tired of feeling like time is slipping through your fingers—if you want to get back to enjoying your business and your life—Concierge Business Solutions® can help.

We specialize in helping entrepreneurs like you build businesses that run more smoothly, more efficiently, and with you at the helm—not chained to the oars.

And if you’re ready to take it a step further, check out our Freedom by Design training series—an on-demand course packed with practical tools, systems, and real-world strategies that teach you how to create a business that runs itself… so you don’t have to.

Explore the course here.

Or, if you’d prefer to talk one-on-one first:

Schedule a free consultation with us here.

Because time flies—and you deserve to spend yours doing what you love.

Why Staying Current Isn’t Optional—It’s Essential

June 3, 2025/in Blog/by Leslie Spoor

In today’s fast-paced world, there’s one universal truth that applies to every business, especially in service-based industries: if you’re not evolving, you’re falling behind.

At Concierge Business Solutions®, we’ve seen time and again that small business owners—especially in the Lifestyle Management industry—can easily get so wrapped up in day-to-day operations that they forget to look up and evaluate: Does my business still reflect who I am and what I offer today?

The truth is, your business isn’t static. It changes, grows, pivots, and matures. And if your website, messaging, or service offerings don’t keep up, you may find yourself misaligned with the very clients you’re trying to attract.

Let’s talk about what that means—and how you can stay not just relevant, but resonant.

Step One: Language Matters – Update Your Vocabulary

Buzzwords change. Industries evolve. And the way we describe what we do must change, too.

In the early days of Lifestyle Management, we talked a lot about personal assistance, concierge services, and home checks. While those terms are still relevant, they don’t always reflect the level of sophistication or breadth of service today’s clients expect.

Enter the modern era of Fractional Estate Management.

This term better reflects the complexity and professionalism of the work Lifestyle Management companies are doing today. Instead of “just checking homes,” businesses now:

Oversee ongoing vendor relationships
Manage remodels and maintenance
Handle billing, logistics, and property scheduling
Coordinate full property readiness for seasonal arrival/departure

In essence, they act as part-time property managers or personal household executives,often filling a vital role in a client’s life.

Using elevated language like Fractional Estate Management not only more accurately describes your services—it positions your company as a professional, high-end resource. And it helps differentiate you from the neighborhood handyman or the person who “just stops by to look around.”

If your website and materials are still talking about concierge errands and dog walking (even if you still do those things), it’s time for a messaging refresh.

Step Two: Refresh Your Website – It’s Your Virtual Storefront

Your website is the first impression many clients get. And just like you wouldn’t walk into a high-end retail shop with dusty shelves and outdated signage, your online presence needs to look modern, function cleanly, and clearly communicate your current offerings.

Ask yourself:

Does your website reflect your current services?
Is it mobile friendly?
Is the language clean, confident, and professional?
Are you using updated terms like “lifestyle management,” “fractional estate support,” or “residential operations”?

More importantly: Does your website still reflect you?

You’ve grown. You’ve gained expertise. You’ve likely moved away from some starter services and into more strategic offerings. If your site still reads like it did five or ten years ago, potential clients might see you as out of touch—even if you’re doing amazing work behind the scenes.

Step Three: Align Your Marketing with Who You Serve Today

As your business evolves, so does your client base. If you started your company helping busy professionals but now spend most of your time managing estates for seasonal homeowners, your messaging and materials need to reflect that shift.

Marketing isn’t just about getting new clients. It’s about attracting the right clients. And that only happens when your brand accurately reflects your current business model.

Update your service list and remove offerings you no longer want to provide
Use imagery and branding that speaks to your ideal demographic (not just the people who hired you ten years ago)
Consider developing niche marketing collateral for different types of clients: estate owners, realtors, HOAs, builders, etc.

Step Four: Embrace Industry Evolution

Let’s be honest: Lifestyle Management isn’t what it was 20 years ago—and that’s a good thing. Clients today are savvier. They want more than errands. They want expertise, discretion, and someone who can anticipate and solve problems they don’t even know they have yet.

This shift is exactly why at Concierge Business Solutions®, we’ve evolved our training materials, updated our Essential Elements™ software platform, and created content that reflects the modern, operationally independent business owner.

We’re no longer training people to be personal assistants—we’re helping them become business owners, managers, and strategic advisors.

Fractional Estate Management is the future of Lifestyle Management. If your business is moving in that direction (or should be), now is the time to refine your services, update your offerings, and upgrade your image.

Final Thoughts: Keep It Real, Keep It Current

You don’t have to overhaul your entire business overnight. But you do need to take regular stock of how your brand reflects your business. Because a company that grows without updating its outward identity eventually becomes confusing—or invisible—to potential clients.

Ask yourself:

When was the last time I rewrote my About page?
Do my printed materials match my actual services?
Am I attracting the kind of clients I want—or just taking whoever calls?

If your answer to any of these questions gives you pause, then it’s time for a brand refresh.

And if you don’t know where to start? That’s what we’re here for.

At Concierge Business Solutions®, we help Lifestyle Management professionals and small business owners keep their businesses aligned, modern, and profitable.

Explore our full suite of services, including:

Business coaching and consulting
Done-for-you documentation and form packages
Software training and customization with Essential Elements™
Our signature course: Freedom by Design – How to Build a Business That Runs Itself

Visit: learn.conciergebusinesssolutions.com

And don’t forget to check out our podcast: Twisted, Bent and Exhausted – The Entrepreneur’s Guide to Sanity and Success, available on Spotify and YouTube.

Your business has evolved. Let’s make sure your brand has, too.

To schedule an initial consultation or to discuss any of our products/services, please click here

To your success,

Leslie Spoor

Concierge Business Solutions®

When Goodbye Means Growth: The Unexpected Upside of Letting Go

May 20, 2025/in Blog/by Leslie Spoor

Let’s be honest: losing a client can sting.

It doesn’t matter whether the decision is mutual, theirs, or yours—when a client walks away,

it can feel like a punch to the gut. Especially if they’ve been with you a long time, especially if you did your best work, and especially if your team went above and beyond to deliver exceptional service.

That’s exactly what happened to us recently at Executive Errands®.

We’ve provided rental support services for years, handling the late-night calls, weekend issues, guest complaints, and the endless, never-quite-right scheduling of cleaners and vendors. At one point, it was a major part of our business. But about two years ago, we made a strategic decision:we stopped offering rental support services to new clients.

Why? Because the numbers didn’t pencil out.

It turns out that 24-hour coverage (especially over weekends) is expensive, exhausting, and a massive distraction from the parts of our business that are actually profitable, sustainable, and aligned with our values. Rental support took up a disproportionate amount of time and attention compared to the revenue it brought in. So, we cut it loose. Well—mostly.

We kept just two long-standing rental clients who also used a wide range of our other Lifestyle Management services. They were wonderful clients, and we stayed with them because they were part of the fabric of our company. But then something happened.

The First Break

One of the two rental clients became increasingly unresponsive. Requests would go unanswered, confirmations weren’t coming in, and the collaboration we relied on to serve her guests simply wasn’t there anymore.

We wrestled with the decision, but in the end, we knew what we had to do: we fired her.

It was professional and polite, but clear. We were no longer a fit.

It was hard—but not as hard as we thought it would be. In fact, it felt like a weight had lifted. That was the first sign that we were heading in the right direction.

The Final Goodbye

A week ago, the last remaining rental client—our longest-standing one—let us know she was making a change. She had decided to move to a new management arrangement, and just like that, we were out of the rental business for good.

Honestly, it hit hard. She had been with us for many years. We had history. She trusted us with her home, her guests, her reputation. Losing that kind of relationship leaves a mark.

But once the shock wore off, we had a realization:

We were never really built for rental support.

This wasn’t a loss. It was a release. It was the universe giving us a final nudge to fully align with who we are and how we serve.

The End of an Era… and the Start of a Better One

The departure of our last rental client marked the official end of an era at Executive Errands®—and the beginning of a much clearer, more focused business model.

No more weekend panic calls. No more scrambling to clean a house between back-to-back bookings. No more absorbing the stress of guest reviews or unrealistic expectations.

We’re not Airbnb managers. We’re not hotel front desk staff. And we certainly aren’t a 24-hour concierge service for vacationers.

We are a Lifestyle Management company—and that means we support homeowners, not short-term renters. Our clients are people who want quality, consistency, and peace of mind. They want their homes cared for, their projects managed, and their lives simplified.

Letting go of the last vestige of rental support allows us to do exactly that, with no distractions and no compromises.

So, Why Is This a Good Thing?

When you’re in the thick of it, losing a client can feel like a red flag—like something went wrong.

But here’s what we’ve learned:

1. It Creates Space

When a misaligned client leaves, you gain back time, energy, and resources you can pour into the clients and services that do align with your vision. The right clients will always come when you have space to serve them.

2. It Forces Clarity

Every goodbye is a moment to ask: What kind of business am I really building? This final rental departure helped us see, once and for all, that our true purpose lies elsewhere.

3. It Boosts Morale

When your team no longer has to bend over backwards for services that drain them, morale improves. We’ve already seen renewed energy and enthusiasm from our staff now that they’re focusing on what they do best.

4. It Reinforces Boundaries

Saying goodbye—especially when it’s your decision—is a powerful act of self-respect in business. It says: We know who we are, and we’re not going to stretch ourselves to be something we’re not.

Take This Lesson for Your Own Business

If you’re holding onto a client, service, or offering that no longer fits, ask yourself:

Is this draining more resources than it’s worth?
Am I only keeping this out of habit or fear?
Does this align with the business I’m trying to build?

If the answers are yes, yes and no, maybe it’s time to say goodbye too.

You don’t have to serve everyone. You don’t have to be everything to everyone. And sometimes, letting go of a client is the best thing you can do—for you, your team, and your future.

At Concierge Business Solutions®, We Help You Build a Business That Fits YOU

Want help designing a business that aligns with your strengths, values, and goals? That’s exactly what we do.

Check out our educational program, Freedom by Design: How to Build a Business That Runs Itself, available now at: Learn Concierge Business Solutions

Or tune in to our podcast, Twisted, Bent and Exhausted – The Entrepreneur’s Guide to Sanity and Success, where we talk honestly (and often hilariously) about the real-life wins and losses of running a small business. Listen on Spotify or YouTube – just search for Twisted, Bent and Exhausted.

Final Word

Losing a client doesn’t always mean failure. Sometimes, it’s the universe whispering, “It’s time to grow.”

Here’s to letting go—and growing forward.

The #1 Problem Small Business Owners Face (And How to Stop the Madness)

The #1 Problem Small Business Owners Face (Remedy Inside)

April 22, 2025/in Blog/by Leslie Spoor

Are You Doing It All? It’s Time to Stop!

Let’s be real. Being a small business owner often feels like being trapped in a never-ending game of Whack-a-Mole—emails, payroll, client fires, scheduling, marketing, and oh yes, actually delivering your service. This is the #1 Problem Small Business Owners Face (And How to Stop the Madness). You’re answering phones one minute, fixing tech glitches the next, and squeezing in invoicing at 10:45 p.m. with one eye open.

Sound familiar? Then you’re suffering from the biggest problem small business owners face:

Trying to do everything yourself.

And trust me, you’re not alone. We’ve ALL been there. Most entrepreneurs start as the technician, the doer, the magic-maker. But when you’re running the whole circus? Burnout is inevitable. You’re not building a business—you’re building a hamster wheel.

But here’s the thing: it doesn’t have to be this way.

Introducing Freedom by Design: How to Build a Business That Runs Itself

This isn’t just a course—it’s your roadmap out of overwhelm. Freedom by Design is our brand-new educational program built for business owners who are tired of being twisted, bent, and exhausted (more on that in a sec).

Inside Freedom by Design, we’ll teach you:

How to get out of the day-to-day grind
What systems and structure actually free you—not tie you down
How to build a business that serves you (not the other way around)

We don’t spill all the secrets in this newsletter (because that’s what the course is for), but here’s what we will say:

You cannot grow without letting go. And Freedom by Design shows you exactly how to do that—strategically, sustainably, and successfully.

Ready to break the cycle? Start by clicking here.

Wait—You’re Not Alone in This Crazy Journey

Meet our Podcast:

Join me, Leslie Spoor, and co-host Jeff Harrison (aka King of Digital Strategy), as we share real stories, blunt truths, and occasionally wildly inappropriate laughs about the wild ride of entrepreneurship.

This is not your average sugar-coated business podcast. It’s raw, real, and ridiculously relatable.

Tune in for:

Behind-the-scenes business meltdowns (and how we recovered)
Lessons from decades of growing, scaling, and surviving
And practical tips to keep you sane while you build your empire

Listen on Spotify or catch us on our YouTube Channels

(Search: Twisted, Bent and Exhausted Podcast)

The Bottom Line?

If you’re running on caffeine and duct tape, it’s time to reclaim your business (and your life).

Freedom by Design and Twisted, Bent and Exhausted are here to help you:

Work smarter
Lead stronger
Laugh louder
And finally, get the tools you need to stop doing it all alone

You built your business. Now let us help you build your freedom.

Start your journey by clicking here.

And don’t forget to subscribe to Twisted, Bent and Exhausted on Spotify or YouTube.

Here’s to working less, earning more, and sleeping better. You deserve it.

To your sanity and success.

View this newsletter as a video below:

Plan or Panic? Why Flying by the Seat of Your Pants Isn’t a Strategy

April 8, 2025/in Blog/by Leslie Spoor

Let’s be honest:

As small business owners, we all have those days where just getting out of bed feels like a monumental win.

Maybe you woke up feeling uninspired, drained, or overwhelmed. The to-do list is too long, your inbox is overflowing, and the coffee didn’t hit quite right. On those days, it’s tempting to just wing it—to go wherever the day takes you and hope for the best.

But here’s the question

Do you have a plan… or are you just reacting to whatever the day throws your way?

At Concierge Business Solutions®, we work with business owners who are incredibly talented, passionate, and driven—but not always disciplined. And that’s okay! Discipline can be learned, but it starts with having something to anchor to—a plan.

Flying Blind: The Risks of Working Without a Plan

Running a business without a plan is a lot like trying to drive cross-country without GPS. You might eventually get there, but you’ll take wrong turns, waste time, burn fuel, and end up a whole lot more stressed than you needed to be.

Sure, you can survive by operating day-to-day, putting out fires and answering emails as they come. But that’s not running a business—that’s surviving a business.

And when you spend every day just trying to survive, you never build momentum. You miss opportunities for growth, for streamlining, for scaling. And perhaps most importantly, you miss the freedom that probably inspired you to become an entrepreneur in the first place.

The Power of the Plan

Let me tell you about a week I remember all too well:

It was mid-summer, triple-digit heat, and I had more deadlines than hours in the day. One client changed their mind (again), another hadn’t paid their invoice, and a key employee called out sick.

I sat at my desk feeling completely defeated. My first instinct? Close the laptop. Walk away. Watch Netflix and try again tomorrow.

But instead, I opened my planner and looked at my top 3 priorities for the day—things I had written when I was clear-headed and focused.

I didn’t get through all three.
I got through one and a half.
But that one and a half task?
It pushed two projects forward.
It generated income.
It kept the business moving.

And the next day, with a little rest and a little momentum, I was back at it.

That’s the beauty of having a plan:

Even partial wins are still wins.

Plans Keep You Honest (and Accountable)

Without a plan, it’s far too easy to let yourself off the hook by saying or thinking:

“Maybe tomorrow is a better day to start.”
“When I feel more creative I’ll work on this project.”
“I’m too busy putting out fires.”

But when you have a plan—especially one you’ve committed to—you have something to measure against. You can say,

Yes, I did what I set out to do

No, I didn’t—but I know why, and I can adjust

That’s not failure. That’s strategic self-awareness. And it’s how successful business owners build sustainable growth.

Planning Is a Form of Self-Respect

Creating a plan is not just a business tool—it’s a form of self-respect. It says:

My time matters.
My goals matter.
I believe in what I’m building.

And don’t worry—your plan doesn’t need to be perfect. In fact, it shouldn’t be. It should evolve, stretch, and bend with the seasons of your business.

At Concierge Business Solutions®, we’ve helped dozens of clients create living, breathing plans that provide structure without suffocation. Whether it’s through our coaching, our software management tools like Essential Elements™, or our operational independence training, Freedom by Design – Build a Business That Runs Itself, we help you go from chaos to clarity—one step at a time.

Don’t Let Perfection Stop Progress

If you’re waiting for the “perfect time” to plan—stop. It won’t come.

Just start small:

Write down three things you want to accomplish this week.
Choose one part of your business to improve this month.
Schedule 15 minutes every Monday to outline your week.
And on the days when you don’t feel like doing everything? Do something.

Even one small, intentional step keeps you on the path forward.

Ready to Plan for Real Progress?

If your business feels like it’s running you instead of the other way around, let’s talk. We offer practical tools, coaching, and software designed specifically for small service-based business owners—like you—who are ready to get organized, stay accountable, and move forward with purpose.

Because when you trade in panic for a plan, everything changes.

For more information, a free software demo or to see our operational independence training, please reach out to us at LSpoor@conciergebusinesssolutions.com

Or, schedule an appointment to discuss how we can best assist you.

To your success (with a plan),

Leslie Spoor

Founder, Concierge Business Solutions®

Helping you work smarter, not harder

Introducing the Next Evolution of Concierge Business Solutions®

March 11, 2025/in Blog/by Leslie Spoor

Running a business is like juggling flaming torches while riding a unicycle—on a tightrope—over a pit of hungry alligators. (Too dramatic? Maybe. But admit it, some days, it feels exactly like that.)

At Concierge Business Solutions®, we understand the madness, and we’re here to make your life easier, your business smoother, and your sanity somewhat intact. We’ve been busy cooking up BIG changes that will help you work smarter, not harder. So, grab a coffee (or something stronger), and let’s dive in!

1. Bent, Twisted, and Exhausted — The Entrepreneur’s Guide to Sanity & Success (Podcast)

If you’ve ever felt like entrepreneurship is one big, exhausting, absurdly difficult (yet oddly thrilling) adventure, you are not alone.

What We Are Doing To Overcome This

Enter: Bent, Twisted, and Exhausted—our brand-new podcast created by me (Leslie Spoor) and my bestie, Jeff Harrison of Swingpoint Media (aka the King of digital content creation and AI trailblazer)! We’re tackling the real, unfiltered struggles of business ownership with humor, honesty, and a few (okay, maybe a lot) of strong opinions.

Expect:

Hilarious and relatable business horror stories
Real talk on what it actually takes to succeed
Tips you won’t hear in corporate boardrooms (because they’re too busy pretending everything is perfect)

Listen Now on Spotify & YouTube! – New episodes weekly! Subscribe Today!

Episode Zero – Who Are We and Why Are We Doing This Podcast

https://youtu.be/zhg45-_oqCc

Episode One – Cash Flow Management

https://youtu.be/w0U9UXc29NQ

Episode Two – Attracting & Retaining Customers

https://youtu.be/42cjeVGuNpA

What Else Has Changed?

2. Brand New Website — It’s GORGEOUS (and Useful, Too)

We’ve given our website a major facelift, and it’s not just about looking pretty (though, let’s be honest, it does look stunning). The all-new www.conciergebusinesssolutions.com is your one-stop shop for every resource, tool, and piece of wisdom you need to build a thriving business.

Here’s what’s waiting for you:

A simplified, user-friendly layout (so you can actually find what you need!).
Easy access to all our programs, guides, and services.
A direct line to book consultations, demos, and training.

Bookmark it. Visit it often. It’s here to help YOU.

Wait, We’re Not Done Yet!

3. Essential Guides — Business Tips & Secrets You’ll Actually Use

We’ve compiled years of wisdom, trial, error, and sheer business survival instincts into an arsenal of Essential Guides. These aren’t your run-of-the-mill “how-to” books. These are no-nonsense, practical, and humorous guides designed to make your life easier.

Topics include:

Pricing Strategies That Actually Work (because guessing isn’t a strategy).
How to Fire a Bad Client (without them torching you on Yelp).
Time Management for the Hopelessly Overwhelmed (we see you, entrepreneurs).

Check them out and start running your business like a pro.

Find Them Here!

Resources and More Just For You

4. Standard Forms, Documents, and Contracts — So You Can Stop Reinventing the Wheel

Why spend hours drafting contracts, intake forms, and service agreements when we’ve already done it for you?

Our new collection of industry-standard documents saves you time, stress, and potential legal nightmares. Simply download, customize, and use them in your business immediately.

No more cobbling together something off Google and hoping for the best. Get the Docs Here!

5. Essential Elements™ ERP/CRP — Completely Updated and More Powerful Than Ever!

You asked. We listened. Then we worked some serious magic.

Our beloved Essential Elements™ ERP/CRP system has undergone a complete transformation. It’s now sleeker, smarter, and packed with more features than ever before. Whether you’re managing clients, automating billing, or tracking every moving part of your business, this system does the heavy lifting so you don’t have to.

Why you’ll love it:

Automated billing that eliminates invoice headaches.
Better client management so no one slips through the cracks.
Time-tracking that actually makes sense (seriously, it’s a game-changer!).
Three package options – and one is sure to fit your goals and your budget!

Want to see it in action? Book a Free Demo Today!

6. Freedom by Design — Build a Business That Runs Itself

Dream of stepping away from the daily grind while your business keeps making money? It’s not a fantasy. It’s a system.

Our new educational program, Freedom by Design, teaches you exactly how to build a business that runs itself—so you can take a vacation (or just a nap) without worrying that everything will fall apart.

This program is self-paced, available on your schedule, and includes workbooks and covers all industry benchmarks for running a small business—any business, regardless of type. Entrepreneur? We can help you.

We use the puzzle metaphor to break down the various components that create a successful business and show you how to put them together to achieve Operational Freedom.

Don’t let your competitors beat you to it! Send a preorder request!

7. Weekly Free Webinar — Marketing to Realtors & HOA/Property Managers

Struggling to build relationships with Realtors and HOA/Property Managers? These industry pros are often tough to reach, but we’ve cracked the code—and now, we’re sharing it with you.

Join our FREE weekly webinar, held every Wednesday at 9 AM PST, where we’ll teach you how to successfully market to these key decision-makers, speak their language, build lasting relationships, and grow your business.

Reserve Your Spot Here!

8. Blogs & Videos — Fresh Content Twice Monthly

We’re now updating our blog twice a month with insightful business strategies, tips, and stories—available in written form or as videos you can watch on YouTube.

If you love to read, we’ve got you covered. Prefer to watch and listen? Click on the video directly in the blog post or head over to YouTube for engaging, informative content designed to help you thrive in business.

Check them out here!

9. Earn Money with Our Affiliate Program!

Love what we do? Want to spread the word AND get paid for it?

Introducing the Concierge Business Solutions® Affiliate Program! If you’re a fan of our products, courses, or software, why not turn that enthusiasm into extra cash? Share our resources, recommend them to fellow entrepreneurs, and earn a commission for every referral that turns into a purchase.

Simple. Smart. Profitable. Join Here!

The Bottom Line: We’ve Got Your Back.

We know how hard it is to run a business. We’ve lived it. And that’s why everything we offer is designed to make your life easier, smoother, and more successful.

Whether it’s cutting-edge software, game-changing resources, or just a good laugh on our podcast, Concierge Business Solutions® is here to help you thrive.

So, what are you waiting for? Dive in, explore, and start making your business work for YOU.

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The Future of Your Business is Here – And It’s Got an Upgrade!

February 24, 2025/in Blog/by Leslie Spoor

You know that moment when you realize technology can make your life ridiculously easier?

Like when you discovered online grocery delivery and suddenly wondered why you ever wasted time in the checkout line?

Well, that’s exactly what Essential Elements™ is for your business. It’s the all-in-one software designed to streamline your operations, keep your clients happy, and (most importantly) free you from the never-ending admin work that keeps you tied to your desk.

And guess what? It just got a MAJOR UPGRADE. We’re talking state-of-the-art, cutting-edge, bells-and-whistles-you-didn’t-know-you-needed kind of upgrades. And for a limited time, we’re giving you $500 off the setup fee when you sign up by March 28. (Yes, we are that generous.)

What’s New?

Essential Elements™ has always been the secret weapon of successful Lifestyle Management and Concierge businesses, but now it’s even better. Here’s just a taste of what’s waiting for you:

Retainer Client Management: Automate recurring invoices, track hours, and stop manually calculating your monthly service clients.
Automated Billing & Invoicing: Because spending hours chasing payments isn’t anyone’s idea of fun.
Integrated Calendar & Scheduling: Keep track of client requests, employee schedules, and service appointments all in one place.
Client Profiles & Service History: Know exactly what your clients need before they even ask (and impress them every time!).
Task & Workflow Automation: Less clicking, more doing. Spend time on billable work instead of admin nonsense.
Employee & Contractor Management: Assign tasks, track hours, and oversee progress without a thousand email chains.
Modern User Interface: Sleek, intuitive, and dare we say… actually enjoyable to use?
Management by Exception Reporting: Focus on the 20% of exceptions that have the biggest impact on your business. No more drowning in data—just actionable insights that let you stay ahead of issues before they become problems.And that’s just scratching the surface.

What This Means for You

Imagine a world where:

You spend less time on paperwork and more time actually running (or enjoying) your business.
Invoices go out automatically, and clients actually pay on time. (Revolutionary, right?)
Your team knows exactly what to do without you micromanaging every step.
You can take a vacation—an actual, no-email, no-phone-call vacation.
You only deal with the 20% of issues that actually require your attention, instead of getting bogged down in the day-to-day noise.

That world exists, and it starts with Essential Elements™

Now’s the Time – Save $500 Before March 28!

We know switching systems can feel overwhelming. But trust us, once you see what Essential Elements™ can do, you’ll wonder how you ever lived without it. That’s why we’re making it easier than ever to take the plunge.

Sign up by March 28, and we’ll take

$500 off your setup fee.

The only thing you need to do? Schedule a free demo and see for yourself why businesses just like yours are using Essential Elements™ to save time, boost profits, and regain their sanity.

Ready to Level Up? Let’s Do This!

Click below to book your demo before March 28 and claim your $500 discount.

Schedule My Demo Now

Let’s make 2025 the year you stop working IN your business and start working ON it. (Or better yet, let’s make it the year your business works for YOU.)

See you on the other side of freedom!

Book a Demo Now

Creative Ideas for Employee Benefits

February 18, 2025/in Blog/by Leslie Spoor

With the current shortage of qualified job candidates, retaining your existing employees has never been more important.

Finding ways to keep your team engaged and committed can make all the difference in maintaining a stable, productive workforce.

If you primarily work with subcontractors, you might think this newsletter doesn’t apply to you—but retaining reliable subcontractors can be just as challenging as keeping full-time employees. Many of the strategies below can help strengthen those relationships as well.

In this newsletter, we’ll explore why employee benefits matter, share some practical ideas for improving your own benefits package, and sprinkle in a few anecdotes to keep it real (and fun).

Why Employee Benefits Matter

Offering great benefits isn’t just a nice thing to do—it’s a smart business move. Here’s why:

1. Attracting Top Talent: In today’s competitive job market, skilled workers have options. A robust benefits package can set your business apart from others.

2. Boosting Retention: Employees who feel valued are less likely to leave. Replacing an employee can cost up to 33% of their annual salary—investing in benefits can save you money in the long run.

3. Increasing Productivity: Happy employees are more engaged, motivated, and productive. They’re also more likely to go above and beyond for your business.

4. Enhancing Your Reputation: Offering great benefits can establish your business as an employer of choice, which boosts your reputation in the industry and community.

How We Leveled Up Our Benefits

We’ve always been proud of our team, but we wanted to do more to show our appreciation. This year, we introduced two new benefits: leased company cars and health care coverage.

• Leased Company Cars: For team members who frequently travel between client sites, providing reliable transportation removes a major source of stress. They no longer have to worry about wear and tear on their personal vehicles or out-of-pocket gas expenses.

Plus, having company-branded vehicles reinforces our professional image (and we’ve received multiple potential client inquiries since the logo’d vehicles hit the road!)

• Health Care Coverage: Offering health care was a milestone for us. It sends a strong message to our employees that we care about their well-being, both inside and outside of work. One employee told us they’d been putting off a doctor’s visit for months because they didn’t have insurance.

With coverage in place, they finally scheduled the appointment—and the peace of mind it brought was priceless.

These changes didn’t just improve our team’s morale; they also reinforced our commitment to being a company that supports its people.

Here are some ideas to consider for enhancing your benefits packages. Remember, benefits don’t have to break the bank—they just need to show your employees that you care.

1. Flexible Schedules

One size doesn’t fit all when it comes to work schedules. Offering flexible hours or remote work options can help employees achieve better work-life balance, which translates to greater satisfaction and loyalty.

Anecdote: One of our clients implemented a “four-day workweek” option during the summer months. Not only did their employees love it, but productivity actually increased because people were more focused and refreshed.

2. Professional Development Opportunities

Invest in your employees’ growth by offering training, certifications, or access to industry conferences. It shows that you’re not just interested in what they can do for you today but also in their future potential.

Pro Tip: Set up a small stipend for online courses or industry memberships—it’s a low-cost way to encourage learning and development.

3. Wellness Programs

Promote health and well-being with initiatives like gym memberships, yoga classes, or mental health resources. These programs not only improve physical health but also reduce stress and burnout.

Anecdote: One of our colleagues runs a wellness challenge every quarter, where employees can earn small rewards for hitting health goals. It’s been a fun way to build camaraderie while encouraging healthy habits.

4. Childcare Assistance

For employees with young children, childcare can be a significant stressor. Offering subsidies, on-site childcare, or flexible hours to accommodate school pick-ups can be a huge relief.

5. Recognition Programs

Sometimes, the best benefits aren’t material. Recognizing employees for their hard work and achievements—whether through “Employee of the Month” programs, shout-outs in team meetings, or personalized thank-you notes—goes a long way in making them feel appreciated.

6. Transportation Support

If your business requires a lot of travel, consider providing company vehicles (like we did!), gas stipends, or public transportation passes.

Anecdote: One of our employees admitted they’d been anxious about commuting to multiple client sites because their car was on its last legs. When we handed over the keys to a company car, their relief was palpable—and their enthusiasm for the job soared.

7. Extra Paid Time Off (PTO)

Surprise your employees with an extra day off, especially during the holidays or after a big project. It’s a small gesture that makes a big impact.

Pro Tip: One business owner we know offers a “birthday PTO” policy—everyone gets their birthday off, no questions asked. It’s a simple perk that employees rave about.

How to Get Started with Benefits

Introducing new benefits can feel daunting, but it doesn’t have to be. Here are some steps to get you started:

1. Survey Your Employees: Ask your team what benefits they value most. You might be surprised by their answers—sometimes small changes, like providing snacks in the breakroom, can make a big difference.

2. Start Small: You don’t have to overhaul your benefits package overnight. Start with one or two new offerings and expand as your business grows.

3. Communicate Clearly: Once you introduce a new benefit, make sure your employees know about it! A benefit only works if people take advantage of it.

4. Evaluate Regularly: Revisit your benefits package each year to see what’s working and where you can improve.

The Payoff of a Happy Team

Providing meaningful benefits isn’t just about keeping employees happy—it’s about creating a workplace where people feel valued and motivated to do their best work. When your team knows you’re invested in their well-being, they’ll invest in your business’s success.

At Concierge Business Solutions®, we’ve seen how even small changes can make a big difference. The smiles on our employees’ faces when we handed over the keys to their new cars or announced health care coverage reminded us why we do what we do.

Why You Wouldn’t Want an ERP System for Your Business

January 29, 2025/in Blog/by Leslie Spoor

Let’s face it—running a business is stressful, chaotic, and often overwhelming.

And isn’t that part of the fun?

Who needs a system to make things easier when you can juggle endless tasks manually, miss deadlines, and burn the midnight oil just trying to stay afloat?

If you’re considering implementing an ERP (Enterprise Resource Planning) system like Essential Elements™, let’s explore why you might not want to do that.

1. You Love Being Overwhelmed

Picture this: you’re trying to locate an important client file, but it’s lost somewhere in the depths of your email inbox or buried in a stack of papers on your desk. The clock is ticking, the client is waiting, and your stress levels are skyrocketing. An ERP system would have that file stored securely in a centralized location, accessible in seconds.

But where’s the fun in that?

Chaos keeps your adrenaline pumping, right? If you thrive on that sense of urgency and enjoy searching for needles in haystacks, then an ERP system isn’t for you.

2. Who Needs Efficiency?

Your team spends hours every week manually entering data, reconciling spreadsheets, and double-checking calculations. Implementing Essential Elements™ would streamline these processes, automating repetitive tasks and reducing human error. But isn’t inefficiency part of your business culture?

After all, why finish work early when you can keep everyone at their desks well past closing time? Efficiency might lead to happier employees and more productive days, but that sounds suspiciously like progress.

3. Manual Processes Are a Badge of Honor

Do you enjoy piecing together reports from multiple systems?

Maybe it’s a point of pride that your financials require hours of manual calculations and cross-checking. Essential Elements™ integrates everything from time tracking and billing to client management, allowing for real-time reporting with the click of a button.

But wouldn’t it feel like cheating to let technology do the heavy lifting? If your spreadsheet wrangling skills are a source of personal validation, stick with the status quo.

4. Transparency? No Thanks

An ERP system offers a clear overview of your business at any given moment. Essential Elements™, for example, provides insights into your financials, employee productivity, and project statuses, empowering you to make data-driven decisions.

But maybe you prefer the thrill of not knowing. Flying blind keeps things interesting, doesn’t it? Why bother with transparency when you can make decisions based on gut feelings and hope for the best?

5. Growth Is Overrated

You’ve built your business from the ground up, and it’s doing fine. Sure, you’d like to grow, but implementing an ERP system might make that growth too easy. Essential Elements™ eliminates bottlenecks, improves resource allocation, and supports scalability.

But why expand smoothly when you can experience the growing pains of outgrowing your current processes?

Struggling to meet demand and scrambling to onboard new clients are rites of passage, right?

6. Collaboration Is Overrated

Your team works in silos, and you like it that way. An ERP system fosters collaboration by providing a unified platform where employees can share information, track progress, and communicate seamlessly.

But who needs seamless communication when misunderstandings and duplicate work can add a bit of excitement to your day? If you think “teamwork makes the dream work” is overrated, an ERP system might cramp your style.

7. You Prefer Reacting Over Planning

8. Client Satisfaction Is Overhyped

A happy client is a loyal client—or so they say. Essential Elements™ enhances client satisfaction by streamlining communication, ensuring deadlines are met, and providing accurate billing.

But maybe your clients enjoy the unpredictability of your current processes. Who needs consistency and reliability when you can offer the thrill of uncertainty?

9. You Can’t Imagine Life Without Stress

Stress is a part of running a business, and maybe you’ve come to accept—or even enjoy—it. Implementing an ERP system like Essential Elements™ could reduce your stress by simplifying your operations, improving accuracy, and giving you more control over your business.

But a stress-free life sounds boring, doesn’t it? If chaos is your comfort zone, an ERP system might just ruin everything.

10. Work-Life Balance Is Overrated

Imagine being able to step away from your business without worrying about whether things are running smoothly. Essential Elements™ gives you the tools to automate tasks, delegate responsibilities, and maintain oversight, even from a distance.

But do you really want to take a vacation without checking your email 10 times a day? If you enjoy being tethered to your business, an ERP system might give you too much freedom.

In All Seriousness…

Of course, these points are tongue-in-cheek. The reality is, most businesses do benefit immensely from implementing an ERP system. Essential Elements™ was designed by a Lifestyle Manager to help business owners like you regain control, improve efficiency, and achieve greater success—without sacrificing your sanity.

By centralizing your processes, automating repetitive tasks, and providing real-time insights, Essential Elements™ allows you to focus on what matters most: growing your business, delighting your clients, and enjoying your life.

If you’re ready to ditch the chaos and take your business to the next level, we’d love to show you how Essential Elements™ can help.

Schedule a demo today and see for yourself why you do want an ERP system for your business.

Customer Service vs. Employee Mentality: Why Mindset Matters

January 21, 2025/in Blog/by Leslie Spoor

In every business, the people you hire can make or break your customer experience.

But there’s a big difference between an employee with a customer service mentality and one with an employee mentality.

One is focused on serving the client with a smile, while the other is quietly wondering, “What’s in this for me?”

If you’ve ever managed a team, you know exactly what I’m talking about. Let me share a couple of stories that highlight the difference—and why it matters so much for your business.

The Tale of Two Landscapers

Years ago, I hired a landscaper to fix up my yard. On the first day, one of the workers approached me and said, “What would you like this space to look like? Do you have any favorite plants or colors? I want to make sure it’s exactly how you envision it.” I was impressed—he didn’t just see himself as someone pulling weeds; he saw himself as someone creating a space I’d love.

Contrast that with another worker from a different crew I’d hired months earlier. He spent the whole time asking me questions like, “When do we get a break?” or “How soon can I clock out today?” Instead of focusing on the job, he was clearly focused on himself.

Guess which company I recommended to my neighbors? The one with the worker who cared about what I needed, not what he could get.

It’s All in the Approach

Employees with a customer service mentality look for ways to go above and beyond. They anticipate client needs, solve problems proactively, and treat every interaction as an opportunity to make someone’s day better. They’re not just doing a job—they’re building relationships.

On the other hand, employees with an employee mentality see work as a transaction. They clock in, do the bare minimum, and clock out. They don’t think about how their actions impact the business or the client because, to them, it’s just a paycheck.

Here’s another example: One of my clients owns a boutique bakery. Her most successful employee? A teenager who greets every customer with a smile and asks thoughtful questions like, “Are you celebrating something special today? Let me help you find the perfect cake.” Her least successful? The one who sighed dramatically every time the bell above the door rang. It didn’t take long to see which employee was boosting sales and which one was driving customers away.

How to Spot the Difference

Hiring people with a customer service mentality isn’t always easy, but it’s worth the effort. Here are some tell-tale signs:

Customer Service Mentality: They ask, “How can I help?” or “What can I do to make this better for you?”
Employee Mentality: They ask, “What time do I get off?” or “Is this really part of my job?”
Customer Service Mentality: They’re adaptable, willing to go the extra mile, and take pride in making clients happy.
Employee Mentality: They stick rigidly to the rules, resist change, and see extra effort as “not their job.”

When interviewing candidates, I always ask, “Can you tell me about a time you went out of your way to help someone?” Their answer reveals a lot about their mindset. People with a customer service mentality will light up, eager to share their story. Those with an employee mentality? They’ll hem and haw, trying to think of something. (Hint: If it takes them more than a few seconds, you’ve got your answer.)

Why It Matters for Your Business

The difference between these two mindsets isn’t just about making clients happy—it directly impacts your bottom line. Employees with a customer service mentality turn clients into loyal fans. They create positive experiences that lead to repeat business, glowing reviews, and word-of-mouth referrals.

In contrast, employees with an employee mentality can drive clients away faster than you can say, “Next, please.”

One of my clients in the hospitality industry saw this firsthand. She had an employee who consistently received complaints for being curt and unhelpful. Her response? “I’m just here to do my job.” After replacing her with someone who genuinely cared about guest experiences, the complaints stopped, and customer satisfaction soared.

How to Foster a Customer Service Mentality

While hiring the right people is key, creating a company culture that prioritizes customer service is just as important. Here’s how to encourage this mindset in your team:

1. Lead by Example: Show your team what great service looks like. If they see you going the extra mile for clients, they’ll be more likely to follow suit.

2. Reward Great Service: Recognize employees who go above and beyond. Whether it’s a shout-out in a team meeting or a gift card for a job well done, positive reinforcement goes a long way.

3. Provide Training: Teach your team the importance of empathy, active listening, and problem-solving. The more equipped they are, the more confident they’ll feel in delivering exceptional service.

4. Share Success Stories: Highlight examples of excellent customer service within your company. It inspires others and sets the standard for what you expect.

Build a Team That Puts Customers First

At Concierge Business Solutions®, we specialize in helping business owners like you build teams that align with your vision. Whether you need help hiring the right people, training your staff, or creating a culture that prioritizes customer satisfaction, we’re here to support you.

Don’t let an employee mentality drag your business down. Let’s work together to cultivate a customer service mentality that sets your business apart.

Contact us today at admin@conciergebusinesssolutions.com to learn how we can help you create a team that works for your clients—not just for a paycheck.

Because at the end of the day, happy clients = a successful business. And isn’t that why we’re all here?