The Concierge Operations Toolkit
A complete starter bundle of contracts, workflows, trackers, planning tools, and AI prompts designed to help concierge professionals operate with structure, consistency, and credibility from day one.
Bundle includes
Here are all the products that are included in your bundle.
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Concierge and Household Management Service Agreement
Digital downloadA professional, fillable Service Agreement template for concierge and household management businesses. Covers services, fees, vendor coordination, confidentiality, liability, and more while allowing complete customization and state law compliance.
$19.99
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From Mediocre to Mastery: A Masterclass in Precision Prompting
Digital downloadThis AI Prompt Guide shares the exact structures we use to elevate professional communication. Designed for leaders and operators, it helps refine emails, documentation, and client messaging with clarity, polish, and authority.
$14.99
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Lifestyle Flow Onboarding Mapping Tool
Digital downloadA structured onboarding map that helps you capture client details, preferences, and operational needs. Designed to support smoother transitions, clearer expectations, and a more organized client experience from day one.
$9.99
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Confidentiality and Non-Disclosure Agreement
Digital downloadProtect your estate, household, or property management interests with our customizable NDA template. Ensure confidentiality with clients, vendors, and staff effortlessly.
$14.99
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Vendor & Project Tracker
Digital downloadA streamlined tracker designed to organize vendor contacts, project timelines, costs, and status updates in one place. Helps maintain clarity, accountability, and consistent follow-through across household or client projects.
$9.99
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12-Month Luxury Home Maintenance Calendar©
Digital downloadStay on top of seasonal tasks with our 12-Month Luxury Home Maintenance Calendar©. Perfect for upscale residences, it offers month-by-month guidance for indoor and outdoor upkeep to keep your home pristine year-round.
$14.99