Track These Numbers to Hit Your Goals This Year
Halfway through the year already? Yep we’re six months in, with six more to go. So let’s check in:
Are you on track to hit your financial goals this year?
How about your growth or impact goals?
If your answer is YES high five and awesome sauce!
If your answer is “errr not really…” don’t sweat it. There’s still time to turn things around, but we need to get focused. Like laser-beam-focused.
Let’s get clear about something: If you’re not tracking hard data in your business, you’re leaving growth, profit, and opportunity on the table.
I’m talking about numbers. Metrics. Stats.
Numbers really are sexy. XO
Here’s How We Track to Win
At Task Complete, we have a standing weekly meeting (just me and my assistant) to go over our “scorecard.”
What’s a scorecard?
It’s a simple tool where we track key numbers in our business like:
Marketing efforts
Number of referrals
% of rebooked clients
Weekly income and expenses
We keep it lean but powerful.
Why Weekly?
Because monthly is just 12 chances a year to catch mistakes. Weekly gives us 52.
52 chances to adjust, pivot, correct course.
And trust me, the difference between looking at your business 12 times a year vs. 52? Game-changer.
It’s how we were able to go from winging it to winning it.
If you’re serious about starting a profitable senior concierge business, this one habit will help you stop self-sabotaging and start leading your business like a CEO.
You Can’t Hit a Target You Can’t See
Listen, I’ve been there when it was just me, working from home, juggling all the things. I’d move deadlines around, say no to events, cancel memberships I actually needed… all in the name of “saving time” or “saving money.”
But in reality? I was just avoiding responsibility because no one else was watching.
Now that I have a team and pay taxes and payroll it’s a whole new world. Numbers matter more than ever.
So whether it’s just you, or you + an assistant, here’s what I want you to do:
Your 3-Step Scorecard System
1. Create Your Weekly Scorecard
List the most important metrics that move the needle in your business. Start small and expand later if needed. These could include:
of new client inquiries
of rebooks
Weekly revenue
Hours spent on marketing
Referrals received
2. Set a Weekly Date With Your Business
Literally put it on your calendar. Ours is Monday morning. You can pick any day just be consistent.
3. Review and Adjust
If rebooks are dropping, you may need to revisit your follow-up system. No new leads? Your marketing might need tweaking.
Why It Matters in a Concierge Business
Running a concierge business especially one that supports seniors requires consistency, clarity, and care. You’re not just helping people run errands or stay independent, you’re also building relationships and trust.
That trust = future income.
And your weekly scorecard = how you protect and grow that income.
Want more clarity around the right services to offer? Check out this post on choosing the right services for your concierge business.
Need help structuring your business to actually make money (and not just be busy all day)? I talk all about that in From Busy Work to Financial Productivity.
And if you’re stuck on pricing yes, that’s a number to track too head over to this resource on getting clear with pricing.
Bottom Line: Numbers Don’t Lie
Tracking your numbers is not about perfection. It’s about clarity.
It’s about making sure you know what’s working and what’s not.
So many concierge business owners guess what’s going on in their business. But when you guess, you react. When you track, you lead.
And leaders like you deserve results.
So start this week. Create your scorecard.
Make the meeting.
Track the numbers.
Your future self and your bank account will thank you.
Let’s finish this year strong and smart.
We got this. XO
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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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