FAQs for Concierge Business Solutions®
What does Concierge Business Solutions® do?
We help concierge and lifestyle management companies streamline operations, eliminate wasted administrative time, strengthen their client experience, and build businesses designed for long-term freedom and sustainability. Through business consulting, software, systems, training, and operational guidance, we bring clarity, efficiency, and structure to service-based businesses of all sizes.
Who do you work with?
Our clients include lifestyle management companies, concierge businesses, personal assistant teams, home management companies, estate management providers, and service-based entrepreneurs looking to simplify operations and grow. If your business coordinates tasks, time, vendors, clients, or homes — we can help.
What makes your approach different?
Everything we teach and build was created by a Lifestyle Manager for Lifestyle Managers. We aren’t consultants guessing from the outside — we’ve lived the work, solved the same problems, and built proven solutions specifically for this industry.
What is Essential Elements™?
Essential Elements™ is a business operations system designed to streamline your daily workflow. It automates time tracking, task documentation, client history, quotes, payroll data, reminders, and business records — giving you complete clarity and eliminating hours of non-billable admin.
How can Essential Elements™ improve my business?
It removes manual data entry, consolidates information, prevents details from slipping through the cracks, improves billing accuracy, and provides real-time visibility into your team’s workload and productivity. Most clients gain 10–20 additional billable hours per week simply by replacing outdated processes.
Do you provide training for Essential Elements™?
Yes. We onboard you and your team so everyone is confident, consistent, and empowered to use EE™ correctly from day one. We also provide ongoing support as needed.
What is Freedom by Design™?
Freedom by Design™ is a self-paced business transformation program teaching you how to create structure, clarity, boundaries, and workflow systems. It helps you build a business that allows more freedom while still growing sustainably.
What’s included in the program?
Training modules, worksheets, frameworks, workflows, and planning tools that guide you step-by-step to reorganize your services, schedule, client boundaries, and systems.
Who is it best for?
Owners ready to scale, simplify, reduce burnout, or step into a true CEO role.
How quickly can I expect results?
Most users begin seeing clarity and improvements within the first week.
Do you create custom policies and procedures?
Yes. We develop comprehensive procedures for lifestyle management and concierge teams, including checklists, workflows, templates, and communication standards tailored to your services and client expectations.
What is the first step to working together?
Schedule a consultation. New clients begin with a first-time assessment fee, which covers review, recommendations, and next-step planning.
How quickly can I see results after working with you?
Many clients see immediate improvements, especially after implementing Essential Elements™, the Challenge, or updated workflows.
Do you offer ongoing support?
Yes. We provide continued consulting, training refreshers, updates, audits, and system upgrades based on your evolving needs.
Is Essential Elements™ compatible with QuickBooks or other accounting tools?
EE™ provides all the data you need for accurate invoicing and payroll prep. For automatic billing, the business needs an Authorize.net account and then the data can be reported separately in your accounting system.
Can you help me scale my business?
Absolutely. Scaling requires systems, boundaries, clarity, operational consistency, and financial visibility — all things we help build.
Can Essential Elements™ support my team?
Absolutely. EE™ was designed for multi-person teams, allowing everyone to document tasks the same way, in one streamlined system, with role-based access and reporting.
Is Essential Elements™ only for concierge businesses?
While built for lifestyle management companies, many service-based businesses benefit from EE™, including residential service providers, small admin teams, and property management companies.
What is the 5-Day to Freedom Challenge?
It’s a free, high-impact business reset designed to help you reclaim time, identify inefficiencies, reduce overwhelm, and start building a business that supports your life — instead of the other way around.
Is the challenge really free?
Yes! There is no cost and no catch.
How much time do I need each day?
Most people complete each day’s assignment in 20–30 minutes. The lessons are short but powerful.
Who is the challenge best for?
Solo owners, overwhelmed operators, new concierge companies, and established businesses that feel “stuck” or chaotic.
Why are documented procedures important?
They ensure consistency, increase client trust, reduce mistakes, shorten training time, protect your boundaries, and make scaling possible.
How long does it take to build P&Ps?
It depends on the size of your business, but most clients see completed guides within a few weeks.
What is included in a business analysis?
We review your workflow, service model, operational processes, client management, pricing, data collection, time tracking, reporting, and communication standards. You receive a clear diagnosis and a roadmap for improvement.
Do you offer business automation services?
Yes. We can help automate routines like task tracking, communication workflows, billing prep, documentation, onboarding, and client updates.
Can you help me update or modernize my systems?
Absolutely. Whether you use paper, spreadsheets, Google Drive, email folders, or a mix of everything — we help you create a streamlined, efficient system.
Do you provide online or remote consulting?
Yes. All consulting and training can be delivered virtually, allowing us to support clients anywhere.
Do you help with reporting tools and metrics?
Yes. We teach you how to use your business data to understand profitability, workload, pricing adjustments, and staffing needs.
What if I already have systems in place?
Perfect — we help refine, streamline, and optimize them. Most businesses already have partial systems; we turn them into full systems that actually work. Or we can reduce your system management by consolidating into fewer systems to accomplish the same results.
Can you help my team adopt new processes?
Yes. We specialize in team change management, helping staff understand why changes matter and how to implement them consistently.
Do you offer done-for-you services?
For certain solutions — such as policies & procedures, client communication templates, and workflow systems — we build them for you and many are already available on our website.
