Hey hey it’s the holiday season, and if you’re like most of my community, you’re probably juggling festive fun, shopping chaos, and that “how-do-I-wrap-up-this-year” feeling.
But I’ve got one serious question for you…
Real tree or fake?
Hit reply and let me know I promise to share my answer with you too!
Now let’s get down to business because I’ve got a GIFT for you below, and you’ll want to read this post carefully so you can use it the right way!
Before You Plan 2025… Do This First
In January, my students in the 100K Club and I will kick off the year with a 6-Hour Strategic Planning Day together.
I guide them through the 9-step process I’ve personally used every year since 2013. It’s the same method I’ve taught to hundreds of entrepreneurs growing their senior concierge businesses and YES, it works.
Picture this: By the end of ONE day, you know exactly what you’ll focus on for the entire year.
No spinning your wheels. No guessing. Just clear, aligned goals and a plan to match.
This epic planning day is exclusive to my 100K Club members, but don’t worry…
I’m not going to leave you hanging.
Before we even begin setting new goals, we always review the current year first. Why?
Because tracking your progress is the secret sauce to creating a business that grows year after year.
You Got a Know Your Numbers
Want to start or grow a senior concierge business in 2025? Then listen up: you cannot skip the review process.
There are numbers we track, percentages we analyze, and yes, a few “clean-up” things we do so we can start the New Year fresh, clear, and ready for big moves.
Why This Matters If You Want to Start a Business Helping Seniors
If your 2025 goals include launching or growing a business focused on helping older adults stay independent like a non-medical senior concierge business then this planning process is crucial.
So many service providers dive into the New Year trying to “do all the things” and end up exhausted, unclear, and stuck in hustle mode.
But not you.
You’re going to use this time to look back at what worked, what didn’t, and what you actually want to do going forward.
Related Resources to Support You
Want to take your planning even deeper? Here are three blog posts you must read to complement your end-of-year prep and 2025 strategy:
Best Tools for Better Business Planning
In this post, I share the exact tools I use to keep my business organized and productive especially when planning out the year. Use this alongside your checklist to make your 2025 plan bulletproof.How Concierge Businesses Can Use AI
This one’s a game-changer. If you’re starting a senior concierge business, AI can help you stay efficient while delivering amazing client experiences.From Busy Work to Financial Productivity
Are you spending your time on things that make you money or just keeping you busy? Read this post to shift your focus where it counts most especially as you prep for a profitable 2025.
Real Talk: The Gift of Clarity
I know some of you are dreaming of starting your first business. Others have been running for a few years but feel stuck or overwhelmed. Wherever you’re at, please hear this:
Clarity is a gift.
And reviewing your year with intention and strategy will give you the clarity you need to move forward with confidence.
Your senior concierge business has the potential to change lives. Not just your clients’ lives, but your own too. You just need the right plan, the right mindset, and a clear roadmap.
So don’t skip this step.
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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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