Are You Prepared for the New Year?

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Are You Prepared for the New Year?

Kelly and Kids/New Year Goals/Growing a Concierge Business/Build a Personal Concierge Business/Start a Concierge Business/

This week as we start the new year, I wanted to share with you some of the tools my team and I use to prepare – plan – and then EXECUTE on our annual goals.

But before I get to that…

I’m sure I’m not the first person to wish you a Happy New Year. But here I am wishing you the most amazing – loving – connected AND prosperous New Year!

I’ve been hiding out doing a mix of family fun and some behind the scenes prep and planning work for 2019. ?

This past weekend my hubby took the kids and I into NY to see Wicked!! I saw it years ago but have wanted soooo much to take the kids to see it!! The only downside was that my oldest left Saturday on a trip with his peeps to Costa Rica for the New Year!

In addition to Wicked, I then whisked my hubby down to Atlantic City the next day to see a band we love – Breaking Benjamin. ?

Then last night we hung out with a group of friends to ring in the New Year!

Now today, my hubby is back to work – so I’m cramming in a mix of sleeping in with a little busy work!!

How do YOU spend that weird week between Christmas and the New Year??

Do you feel like you’re walking around in circles?? I know I OFTEN feel that way!

But now, I get to whip out my colored markers and my 4-foot calendar and start planning!! (I’m such a calendar geek).

So as I mentioned, I wanted to share with you some of the tools my team and I use to run a multiple six-figure concierge business.

One of my MUST HAVE planning tools!! Dun dun dun…

My wall calendar lol!

Here’s a direct Amazon link to the actual wall calendar I use!

In addition to a big wall calendar, other ways I prepare for the New Year are:

  • Color coded calendar
  • Shared calendar with my team
  • Asana for Project Management and systems
  • Google Drive for shared files
  • A paper planner (I use the Full Focus Planner and have it auto-delivered every quarter – here’s an affiliate link you can use to order your own –

But truly the most important part of my planning is my 10 STEP Strategic Planning Framework.

When I first started out in business, I set some goals every year. But I never thought them through the way I do now.

Now – I actually map out each and every goal – AND the plan to achieving those goals.

Then I take all that information and use the tools I listed above to ensure I stay on TRACK!

I’m gearing up for the Strategic Planning Day for Concierge, Personal Assistants and Professional Organizers being held next week on Jan 10th as a virtual workshop!

Many of those that have already signed up have started the pre-work!

But don’t fret!!

If you’ve been on the edge trying to decide whether you want to join me or not – you can still sign up today!! But this will be my last email inviting you to participate – Cool??

All you have to do is follow this Paypal link – It’s only $99 for the training, the workbooks, the full day virtual workshop PLUS a bonus follow up call scheduled for Feb 7th. ?

I know doing something like this can be scary – but I promise – I hold your hand the entire time. ?

OK, if you’re already registered – FABULOUS!! Keep working on the pre-work I sent you last week.

If you’re not registered here’s your chance to start off 2019 on the right foot!

OK …

Here’s to a NEW YEAR with an upleveled life and business!


Welcome readers! If this is your first time reading my blog, thank you for stopping by! As a concierge who has built a successful business, I have decided to help other budding entrepreneurs do the same! As the Founder of The Concierge Academy, I write about specific topics and marketing strategies that Work for our industry!


It’s not always easy to build a service-based business. Many see it as an intangible, but you can build a profitable and flourishing concierge business!

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