Client Intelligence Concierge

Stop losing your best client intelligence inside onboarding.

Turn your expertise into a branded system that interviews clients, identifies needs and opportunities, creates useful reports, and prepares your team to serve and sell more strategically.

Apply to Build My Concierge Compare Plans & Pricing

Consistent diagnosisEvery client moves through the questions and logic your process requires.

Usable intelligenceAnswers become structured client and owner insights instead of forgotten transcripts.

Scalable deliveryReduce repetitive discovery work without removing human judgment and approval.

The hidden cost of ordinary onboarding

Your intake process may be collecting information without creating intelligence.

When onboarding depends on generic forms, memory, and long discovery calls, valuable client language, delivery needs, offer opportunities, and warning signs can be missed.

Every call is different

Critical questions are skipped, asked inconsistently, or buried inside a conversation no one has time to review.

Forms produce shallow answers

Static boxes rarely help clients think more deeply, clarify uncertainty, or respond to useful follow-up questions.

Reports consume your time

Your team manually turns notes and transcripts into summaries, strategies, recommendations, and next steps.

Revenue signals go unnoticed

The client reveals needs, gaps, urgency, budget realities, and implementation barriers, but they are not organized for ethical follow-up.

Your method lives in your head

Your best diagnostic thinking is difficult to delegate, standardize, license, or use consistently across the client journey.

Growth creates delivery strain

More clients mean more calls, more notes, more handoffs, and more opportunities for the experience to break.

For your business and your clients

Compare Concierge plans.

Choose the starting point that fits your business. Applications are reviewed before an agreement or payment is requested.

License

For businesses that want to use the existing Concierge experience with their clients.

$497 setup$397/month

Apply for a License

White Label

For businesses that want a Concierge experience presented under their own brand.

$3,500 setup$997/month

Apply for White Label

Custom Build

For businesses that need a system shaped around their methodology, requirements, and client journey.

Starting at $3,500Quoted to your scope

Apply for a Custom Build

These are founding-partner offers with Day 7, first-client, and Day 30 feedback. Included usage, support, branding, integrations, and any additional fees are confirmed in your agreement. Custom builds are individually scoped; ongoing costs, if applicable, are included in your quote. Submitting an application does not charge you or activate a workspace.

What can be built

Your branded intelligence journey, from first question to approved deliverable.

Custom Client ExperienceYour brand, colors, language, consent, voice or typed modes, help prompts, progress, pause, and resume experience.

Business-Specific Interview LogicPrimary questions, strategic follow-ups, branching, clarification support, completeness rules, and question mapping.

Client-Facing DeliverablesDesigned reports, recommendations, drafts, action plans, scorecards, or summaries appropriate to your service.

Owner-Only IntelligencePrivate opportunity, risk, readiness, implementation, and offer-fit insights with evidence from the client’s responses.

Approval DashboardReview interviews, inspect completeness, request changes, approve reports, and manage delivery status.

Commercial PathwayUse the Concierge as a lead diagnostic, paid assessment, new-client onboarding system, or strategic fulfillment tool.

Custom Build IntakeA separate owner onboarding collects your brand assets, framework, questions, audience, deliverables, rules, and integrations.

Expansion PlanningDocument future CRM, calendar, email, payment, automation, analytics, and team-access requirements before they are added.

Business outcomes

Build a stronger client experience and a more valuable operating asset.

Save senior time

Move repetitive discovery, transcription organization, and first-draft preparation into a structured process.

Increase consistency

Give every client the same strategic depth while preserving relevant follow-ups and human review.

Improve service fit

See what the client needs, what they can implement, what must be confirmed, and where your support genuinely fits.

Productize expertise

Turn your frameworks and diagnostic thinking into a repeatable branded customer journey.

Create new revenue paths

Package the system as a lead magnet, paid diagnostic, onboarding experience, or part of a premium service.

Retain human control

Keep client-facing reports reviewable so automation does not turn unverified claims or weak recommendations into final delivery.

Ways to use it

Choose the role the Concierge should play in your business.

Lead diagnostic

Give prospects a useful assessment, identify the next appropriate step, and prepare your sales conversation with better context.

Paid assessment

Sell a diagnostic and report as a standalone offer that can lead into implementation when the client wants support.

Client onboarding

Collect the depth your team needs after purchase and create the first strategy or delivery brief before kickoff.

How the custom build works

We design the business logic before we automate it.

Apply

Describe your clients, current onboarding process, goals, required capabilities, and desired results.

Scope

Confirm whether you need lead generation, paid diagnosis, onboarding, fulfillment—or a phased combination.

Build and brand

Develop the questions, logic, report structure, dashboard, brand experience, and approved integrations.

Test and launch

Run realistic interviews, review the evidence trail and outputs, train the owner, and launch with defined support.

Custom implementation

Starting at $3,500scope confirmed before payment

Custom branding and client journey
Custom questions and diagnostic logic
Client report and owner intelligence design
Approval dashboard and fulfillment pathway

See whether the system fits your business.

The application helps define the right use case, scope, data requirements, timeline, and investment before an agreement is created.

Apply to Build My Concierge

Submitting the application does not create a charge or guarantee acceptance, launch timing, revenue, or business outcomes.

Questions

Before you apply

Is this the same as the 90-Day Authority Blueprint?

No. The Blueprint diagnoses and plans authority growth for one expert. The Concierge is a custom system a business uses with its own prospects or clients.

Can the system use my questions and branding?

Yes. The build intake collects your logo, colors, voice, framework, questions, report needs, approval rules, and client journey requirements.

Can it be used for both lead generation and client onboarding?

Potentially. Those are different journeys and may require separate questions, reports, permissions, and conversion paths. The application identifies whether one phased system or two experiences are appropriate.

Why does pricing start at $3,500?

Scope varies based on interview logic, reporting, branding, dashboards, integrations, roles, volume, data requirements, and support. Final scope and pricing are confirmed before payment.