The Planning Tools I Use Every Year
Over the years, I’ve refined the exact tools that help me review, reflect, and map out the next 12 months in both my online business and my in-person concierge services.
Here’s what’s on my personal must-have list:
Tools from My Amazon Partner List:
Large wall calendar – tracks vacations, family dates, events, networking, and biz development days.
Smaller wall calendar – dedicated to Concierge Academy key dates like Q+A calls, trainings, etc.
Color-coded markers – helps visually separate business areas.
Paper planner – I like the Passion Planner, but go with what fits your style!
Flip chart and post-its – amazing for mind-mapping and visual planning.
Pretty files – to make my filing cabinet actually pleasant to use.
Digital calendar (Outlook 365) – syncs everything together.
Financial and Operational Essentials:
Our Team Scorecard
QuickBooks reports
Current and past year’s Profit & Loss statements
Team evaluations and scheduling docs
Two full days blocked off for strategy planning
A Little Bit of Woo (Yes, it helps!)
Journal
Candle + Sage or Palo Santo to clear the space
My favorite decks of angel cards
My 10-Step Business Planning Framework
Strategic planning isn’t about scribbling down random goals over coffee. If you want a concierge business that grows each year with purpose, you need a system. Here’s my step-by-step approach:
Carve out the time – No excuses. Make this a priority.
Start with the end in mind – Visualize where you want to be first.
Think big but be real – Avoid goal guilt by setting stretch goals rooted in truth.
Plan your whole life, not just business – It’s all connected.
Revisit your WHY – Purpose fuels perseverance.
Reverse engineer your big goals – Break them into manageable steps.
Build a marketing plan that supports your goals – Then be flexible enough to pivot.
Identify what needs to change in your biz – Get real with what’s holding you back.
Reflect on what needs to change in you – Growth starts with self-awareness.
Share your plan with someone – Accountability is a game-changer.
Internal Resources to Help You Go Deeper
If you’re just beginning to map out your concierge business or you’re ready to level up your client strategy, here are some valuable resources:
Learn how to price your concierge services so your planning includes realistic revenue goals.
Read this guide on how to stand out in your business to help shape your marketing and visibility strategy.
Understand the difference between platforms like TaskRabbit and personalized services in this must-read comparison: TaskRabbit vs Personal Concierge Services.
FAQs: Planning Day Details
Q: What if I can’t be there live?
You’ll receive the full recording and materials, but we strongly recommend showing up LIVE to stay committed and get real-time feedback.
Q: I’m new to the industry. Is this for me?
Absolutely. This is the perfect way to build your business from a solid foundation with clarity and support.
Q: I’ve been in business 10 years. Will I still benefit?
Definitely. Our process is tailored for the concierge industry and continues to evolve each year with what’s actually working.
Q: Why host the event in January?
Because the holidays are wild. January is when you can truly focus, reset, and lead your business into the new year with power.
Final Thoughts
The truth is, if you’re in the business of helping others whether that’s running errands for seniors, offering aging-in-place services, or managing a personal concierge business you owe it to yourself to lead with strategy.
Let’s ditch the chaos and confusion. Let’s get intentional. And let’s do it together.
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Thinking about starting a concierge business but not sure what you need or where to even begin? The Concierge Starter Kit includes the exact templates, client forms, flyers, and tools I used when I first got started plus a video walkthrough showing you how to use them all. I also cover what kind of insurance actually matters (and what’s just noise), so you can skip the overwhelm and start on solid ground.
➤ Grab the Concierge Starter Kit – $47. It’s the shortcut I wish I had. Get it HERE: https://theconciergeacademy.com/starterkit
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