Concierge KPI

When you know you need them but don't
have the time to do it


Me Also Me

If you felt that in your core, then the Concierge Level will let you get that needed insight while skipping the course and setup work.

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Concierge KPI

This is the done for you version of my Financial Fitness in Five Minutes course.  I customize, specifically to your agency, the proven system I teach that grows your profits by turning your financial data into actionable information.

Do you want?...

A customized experience

Think of it like the course is a  buffet filled with amazing food while the concierge level is a dining experience customized to your exact taste.  We work directly together building a KPI dashboard fit your exact needs. 

Buy more

They say you can’t buy more time. I say "they" don't know how to delegate and outsource.  Just like a concierge at a fine hotel, I handle the details and you enjoy the results.

A Rapid

You make 4, 5, 6 figure decisions almost every day in the financial dark. Stepping up to concierge level is the quickest way to gain the insight you need to make better more profitable decision with less stress.

Clear the financial fog now

How it Works

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The Concierge Call

  • During this call I ask a specific set of questions designed to drill down on what makes your agency tick.
  • These questions allow for customizing KPI's that are built for you specific agency.  
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The Build Out

  • I take all the info I gathered and craft the ideal KPI's. They will provide greatly enhanced the clarity into your agency operations, so you can make better and more profitable decisions.
  • The KPI's can be from the course but also I can be created specifically for your unique needs.
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The White Glove Delivery

  • Hands on demonstration and training of your new KPI's.
  • Questions answered.
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The Increased Profit

  • After the White Glove Delivery, you will receive a customized spreadsheet to quickly track your KPIs.  This will allow for better decisions leading to higher profits.

Talking about my business finances normally makes me want to breathe into a paper bag. Nev has a clever way of making it interesting, non-threatening and dare I say it… kind of fun? His can-do attitude left me empowered to take control of the finances of the business, without passing out from boredom. If you have a creative business, his smarts are what you need.