Guides for running a concierge business
Practical, answer-first guides on pricing, software and the day-to-day of a luxury concierge desk. Each one is dated, sourced and kept current.
Guides
Written for the people who run concierge desks, and reviewed as the industry and the tools change.
- Starting a luxury concierge businessNiche, services, legal setup, pricing, vendors, first clients, tools and hiring, in order.Read more
- How to get concierge clientsWin your first ten lifestyle concierge clients through trust, referrals and well-run trials.Read more
- How to market a concierge businessDiscretion-first marketing for luxury concierge firms: referrals, partners, events and a credible website.Read more
- Lifestyle concierge pricingRetainers, tiers, hourly fees, commissions and rush fees, plus a break-even method you can reuse.Read more
- Building a concierge vendor networkFind, vet and manage the vendors behind a lifestyle concierge firm, from rates to reviews.Read more
- From solo concierge to teamWhen to hire, who first, and how to keep client knowledge in the firm.Read more
- Concierge client retentionKeep lifestyle concierge clients renewing with memory, proactive care and honest handling of mistakes.Read more
- What is lifestyle management?A plain definition, what lifestyle managers do, and how they differ from similar roles.Read more
- How to become a lifestyle managerThe skills, backgrounds and paths into lifestyle management, and what the job is really like.Read more
- Best lifestyle concierge softwareAn honest comparison of software for lifestyle concierge businesses, with hotel tools set aside.Read more
- Best private members club softwareSoftware for city social and private members’ clubs compared, with golf-first suites put in context.Read more
Free templates
Forms, checklists and playbooks to put a guide into practice, free to download.
- Concierge client intake formEverything to capture from a new client in the first conversation, in seven sections.Read more
- Client preference profileOne page per person for dining, hotels, gifts and pet peeves, with sources and dates.Read more
- Concierge service agreement templateA starting contract for lifestyle concierge clients, with a membership tier schedule to complete.Read more
- Preferred vendor list templateA vendor spreadsheet for restaurants, florists, drivers and charters, with quarterly reviews.Read more
- House manager checklistDaily to seasonal duties, an arrival protocol, a vendor calendar and par levels for estates.Read more
- Client gift trackerTrack occasions, budgets and deliveries for every member, with a history so gifts never repeat.Read more
- Concierge itinerary templateA client-facing, day-by-day trip itinerary with contacts, confirmations and emergency details.Read more
- Concierge email templatesTwelve ready-to-send emails, from welcoming a member to a gentle payment reminder.Read more
Your members expect you to remember. Now your whole team can.
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