About Concierge of Small Biz
We're not consultants—we're business builders and transformation partners. We design and embed systems that expand capacity, protect assets, and deliver measurable results in 30–90 days.
Why CSB Exists
I built CSB because too many brilliant operators were stuck holding their businesses together with talent and late nights. You don't need another lecture on what's "wrong." You need a shoulder‑to‑shoulder partner who respects your instincts, builds with your team, and makes the work simpler, faster, and repeatable.
Your operational frustrations aren't failings—they're data. Our job is to turn that data into systems that free you to lead.
- Julia CEO Shannon, Founder
Our Relationship Philosophy
We build partnerships, not pipelines, by honoring founder intelligence
and moving together from connection to transformation.
Relate
Establish peer-level connection through shared operational understanding
Recognize
Validate founder's wisdom and confirm that the operational excellence vision is achievable
Friendly support
Collaboratively explore vision and develop shared understanding of the journey
Grow your business
Execute collaborative transformation through ongoing partnership
How We Listen
Authority Research Approach
We start with research-first discovery that reduces friction and surfaces real operating constraints. That means we gather operational intelligence up front, then translate findings into proposals that reflect your reality—not generic best practices. Four phases guide this arc: Authority positioning, a structured research call, authority-based follow-up, then a natural conversion to delivery when there's genuine fit.
Our Operating System
The frameworks that guide every engagement
Simple Ops
If a process can't be trained, scaled, or handed off, it isn't done. We design for clarity, speed, and repeatability.
S.C.O.R.E.
Scope & Strategize → Clarify & Calibrate → Optimize & Organize → Reinforce & Resource → Elevate & Expand. Results you can measure in 30– 90 days.
Trinity (Restore → Elevate)
A founder-first lens to shift from survival to purpose, urgency to structure, and immediacy to intentionality—making momentum sustainable.
Growth Stages (5-Stage Track)
Hustler → Entrepreneur → CEO → Impactor/Opportunity Handler → Opportunity Dealer. We right-size scope and pace to avoid overbuilding.
Who We Work With
Founders and C‑Suite leaders across 20+ industries who want less chaos, more
capacity, and an operating cadence that scales.
What Changes When We Partner
01
From Chaos to Clarity
Operations that run without you holding them together.
02
From Stalled to Scaling
Systems create predictable revenue and free your time.
03
From Guesswork to Confidence
Decisions backed by real-time data and tested processes.
04
From Reactive to Proactive
Stay ahead of problems and opportunities.
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Ready to Build What's Possible?
Your business can run better, scale faster, and create greater impact—without losing what
make it yours.
