Concierge Support Block (5 Hours)
Price: $325
Flexible bank of time applied to any à la carte support (scheduling, inbox help, follow‑ups, admin tasks).
Scheduling & Confirmation Concierge
Price: $225
Booking/rescheduling, confirmations, reminders, meeting links/details (up to 12 tasks).
Concierge (A La Carte) Services
Concierge Support Block (10 Hours)
Price: $625
Larger bank of time for ongoing support; ideal for consistent scheduling, inbox management, and follow‑ups.
Weekly Priority Planning (60‑Min Power Session)
Price: $150
Weekly reset: triage, planning, and a clear action list for the week ahead.
Inbox Reset Signature
Price: $425
Folder/label architecture, priority filters, unsubscribe sweep, thread cleanup, simple maintenance routine (1 inbox)..
Follow-Up Concierge Sprint
Price: $275
Follow‑ups written/refined in your tone (up to 20 follow‑ups).
Inbox Reset White-Glove Intensive
Price: $650
Signature + archive strategy, refined routing rules, up to 5 custom reply templates (1 high‑volume inbox)..
Polished Template Suite (Client Communication)
Price: $350
Up to 10 reusable templates (FAQs, scheduling, onboarding, reminders, next steps), delivered organized for copy/paste.
Custom Tracker/ Spreadsheet Build
Price: $295
1 custom tracker with formatting and basic workflow structure).
Inbox Triage & Drafting (One‑Time Sprint)
Price: $250
Prioritize urgent items, flag decisions, draft replies for approval (up to 75 emails).
CRM Clean-Up Signature
Price: $495
Dedupe, tag cleanup, stage organization, contact hygiene (up to 300 contacts).
Support Inbox Coverage (Half Day)
Price: $325
Monitor/respond during coverage window; template‑based replies, escalation rules, outcome summary (up to 4 hours).
Financial Record Catch-up & Cleanup
Price: $499
Get up to six months of financial records organized and updated. Includes transaction categorization assistance, receipt organization, QuickBooks cleanup, account review, and financial report delivery to help bring your records up to date.
Calendar Refinement (Executive)
Price: $295
Working hours, buffers, focus blocks, recurring meetings, reminders, streamlined structure (1 calendar).
Client Onboarding Starter Kit (Signature)
Price: $600
Booking/rescheduling, confirmations, reminders, meeting links/details (up to 12 tasks).
File & Drive Organization Signature
Price: $450
Folder framework, naming conventions, archive system, “where things go” guide (up to 3 main folders + subfolders).