Once built, this Excel spreadsheet is a powerful tool. The rows of information in this database can be sorted by Who completes the task (the appliance repair technician), the frequency of the task (Annual service), or the Item category (Dishwasher, Dryer, Exhaust Fan, etc.). Then all information can be added to your calendar.

Whether you are firing the staff or leaving on their own accord, let’s dive deep into some areas that might help improve your staff’s longevity. Retaining top talent is a game. Are you a rookie or a seasoned pro?

For 29 years, I have worked for no money-, new money-, faux money-, and old money clients. I can’t always tell which is which, no matter the brand of cars parked in the driveway, the size of the home, or how they dress. But one thing is crystal clear, I know which ones have learned lessons from the past and learned to protect their assets and their wealth…

Here’s how to tell if you’re ready and what systems might be right for your level of service.