Free templates and guides for concierge teams
The forms, checklists and playbooks concierge teams ask us for, shown in full and free to download. Use them as they are, or as a starting point for your own.
Templates
Forms and trackers you can read in full here, then download as an editable copy for your team.
- 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
- 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
Checklists
Step-by-step lists for the moments that can’t go wrong, from onboarding a member to a trip departure.
In-depth guides
Longer reads on pricing, software and running a concierge business, kept up to date.
- 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
Your members expect you to remember. Now your whole team can.
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