How to Start a Profitable Senior Concierge Business (Even If You’re Totally New!)
When I first started my business back in 2010, I was NOT the business owner you see before you now. Far from it. I was overwhelmed, underprepared, and just hoping I hadn’t made the biggest mistake of my life.
I had just quit my day job and leapt headfirst into building my concierge business no backup plan, no financial cushion, no clients, and definitely no clue what I was doing.
All I knew was:
I had to replace my income fast.
I needed to prove to myself this idea wasn’t crazy.
I wasn’t going back to a 9–5.
So, I jumped with zero safety net.
I did what many people don’t do I actually got started.
Now, don’t get me wrong, I made a ton of mistakes. My first website was terrible. My first batch of business cards didn’t even have my email address. I didn’t even have a business account at the time, so clients paid in cash. Talk about learning the hard way!
But with every misstep, I learned. I pushed forward. I figured it out piece by piece. That’s why I’m so passionate now about helping others like you start a profitable senior concierge business without all the struggle I went through.
If you’re just getting started and want to grow faster, look more professional, and skip the beginner blunders, let’s talk about one of the most overlooked (but most important!) parts of growing your business…
The Initial Client Meeting is Your Growth Opportunity
That first in-person meeting with a client? It’s GOLD. This is when you set the tone, build trust, and turn a one-time customer into a long-term client (and even a member down the road!).
Here’s what our simple, professional onboarding process looks like use this as your foundation:
Schedule a time that works for them.
Do a full “needs assessment” what do they need done now, what’s not working, and what’s on their list?
Have them fill out a new client intake form to get details on their household, lifestyle, and preferences.
Create a relevant client file: birthdays, pets, preferred snacks, flowers, important contacts this makes client appreciation EASY.
Gather task-related info: keys, codes, storage spaces, grocery preferences, vendor lists.
Review your business policies so there are no surprises.
Collect payment information and provide proof of insurance.
Pro Tip: What you bring to this meeting your materials, your confidence, your process can set you apart as a real professional. Don’t wing it.
Want to Grow Faster? Start With the Right Tools.
Feeling like you’d love to implement these things but don’t know where to start?
I created the Concierge Starter Kit just for people like you. It’s packed with templates, checklists, video trainings, and plug-and-play tools so you can skip the stress and start wowing your clients from day one.
And we just upgraded the entire kit! You’ll get all the extras and for a limited time, it’s just $47.
If you’ve already purchased it good news! The upgrade is already waiting for you in your hub
Check out the Concierge Starter Kit here
Want More Help Building Your Business?
Here are three other resources to help you grow:
Not sure how to choose the right services for your senior concierge business? Read this blog on choosing the right services for your concierge business. It’ll help you avoid burnout and find your niche faster.
Struggling with pricing your services? You’re not alone. This guide on pricing your concierge services breaks down what to charge and what not to.
Ready to scale and take things to the next level? Learn how to scale your personal concierge business here.
Growing your business doesn’t have to feel like guessing. With a solid onboarding process, the right mindset, and tools that actually work you can create a personal concierge business that’s profitable and fulfilling.
You’ve got this and I’m here to help you every step of the way.
Here’s to upleveling! XO
P.S. The Concierge Starter Kit is only $47 for a short time, so don’t miss out. It’s your first step toward running a business that works for you.
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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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