Today, I want to save you a whole lot of pain, confusion, and wasted money. I’m going to teach you something I wish someone had told me sooner especially if you’re trying to build a personal concierge business or launch services that help seniors age in place.
But first, a little story…
The Expensive Lesson I Learned the Hard Way
Years ago, I joined a high-level business mastermind. It cost me $6,000 a year and I stayed for years. Honestly, it felt amazing to be surrounded by other people chasing big dreams and investing in their growth.
But it also completely messed with my head.
I was just starting out, trying to get my first few clients. I’d sit at tables with entrepreneurs who had full-blown websites, automated email funnels, video series, even VAs (virtual assistants). They told me to charge $150 an hour and take one week off every month for self-care. Meanwhile, I hadn’t even figured out how to consistently get new clients yet.
So I listened. I spent thousands on a list-building summit. I hosted events. I created offers I wasn’t ready for.
And I did it all before I had a solid foundation.
The worst part? I lost confidence in myself and in the business I was working so hard to build. I thought I was “behind” when in reality, I was just trying to act like I was at a more advanced stage than I actually was.
Sound familiar?
If I could go back, I’d put on blinders and tune out all those shiny objects. That’s why in my coaching programs, I only teach what works at the stage you’re in. Because once you build a business the right way, it’s possible to scale it to multiple six figures with confidence and without burnout.
Let me help you figure out where you are right now, and exactly what you should (and shouldn’t) be doing.
Start-Up Stage
This is where you’re laying the groundwork.
You’re choosing your niche, defining who you help, and figuring out how to talk about what you do. For those of you learning how to start a profitable senior concierge business, this stage is everything. You’re creating your foundation don’t skip it.
Here’s what you need to focus on:
Get clear on what services you offer.
Choose a niche (ex: running errands for seniors, companionship, home organization).
Make your pricing EASY to say yes to.
Build your intake forms and onboarding process.
Get the right insurance this is non-negotiable.
Most people skip these steps and dive straight into fancy marketing tactics. But if your messaging isn’t clear, those tactics won’t work.
Need a shortcut? We created a Starter Kit that will save you 40+ hours of research and thousands in mistakes: Grab it here
Also, check out this post: Choosing the Right Services for Your Concierge Business. It walks you through how to pick the right services based on your skills and your market.
Emerging Stage
You’ve launched, you’ve had a few clients but now you’re stuck in what I call “spaghetti marketing mode.” You’re trying a little bit of everything: social media, flyers, maybe even a newsletter… but nothing’s sticking.
Here’s your new focus: consistency.
At this stage, you must:
Pick one or two marketing strategies and MASTER them.
Build a routine around networking and outreach.
Use tools and systems that simplify your marketing.
Your job now is to optimize your time. You want to build a rinse-and-repeat plan that brings in clients month after month.
If this sounds like you, check out our Fully Booked course. It’s the exact system I used to grow my business and it’s designed specifically for people in the personal services and senior support industries. Join here
And don’t miss this article: Are You Just Another Flyer in the Mail?. It’s a wake-up call about what really works in marketing and what just wastes your time.
Advanced Stage
If you’re earning near or over $75K a year, you’re in the advanced phase. But here’s the truth:
What got you here won’t get you to $150K or beyond.
You can’t keep doing it all yourself. Many senior concierge business owners get stuck here they’re afraid to hire help, afraid to let go of control, and afraid to step into the CEO role their business needs them to be in.
Here’s what to do now:
Scale the marketing strategies that already work.
Start building a team.
Protect your time like the valuable asset it is.
Shift your mindset from “doing” to “leading.”
If you’re serious about scaling and want a guided path forward, check out our Ignite Your Business program our signature year-long coaching experience. Details here
I also recommend reading this next: How to Scale My Personal Concierge Business. It shares exactly what to focus on when you’re ready to grow fast and smart.
Final Thoughts
Trying to act like you’re further ahead than you are won’t help you grow faster. It’ll slow you down.
Whether you’re just starting your senior concierge business or ready to hit your next income milestone, the key is to build from where you are not where someone else is.
So take a breath. Get focused. And choose the right next step based on your actual stage of business.
Want more help? I’ve got you. That’s what we do inside The Concierge Academy guide passionate people like you as you grow profitable businesses that help seniors stay independent and thrive at home.
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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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