With continued growth and strong client demand, Estate Concierge recognized the need to evolve their internal systems to better support their expanding operations. Much of the company’s processes were managed manually or through legacy tools, which made it challenging to delegate effectively and maintain consistency across teams. As their team and client base grew, it became clear that scalable systems and streamlined communication would be essential for long-term success and sustainability.

We began by modernizing their technology stack, replacing paper-based processes and outdated CRM tools with streamlined, cloud-based solutions. Key improvements included optimizing their quoting and contract workflows, implementing centralized project management using Google Drive, and optimizing CompanyCam for consistent on-site project documentation. We also created clear internal procedures and a digital operations manual, enabling better communication and consistency across teams.

Estate Concierge now operates with significantly more organization and autonomy. The admin team can easily access client documents, generate customized quotes, and manage projects efficiently—all without relying on the founder’s constant oversight. With technology and systems in place, the company is better equipped to scale, maintain consistent service delivery, and ensure their team is aligned through clear policies and communication workflows.